NH360 Portfolio Insights v6.4

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We’re pleased to announce the availability of NH360 v6.4 – Product Update 4 (PU4). Product Updates include all previously released public updates and private hotfixes. We strongly recommend that any patch and release is validated in a non-production environment first before being applied to production environments.


Here is a list of changes that will be introduced with this update:


  • Major New Features
    • Portfolio Optimization
      • Measure your portfolio Value and Yield using up-to-five configurable Value Drivers
      • Optimize budget usage by creating and comparing different scenarios for your investment portfolio
      • Evaluate competing priorities using different prioritization criteria in multiple scenarios
      • Leverage budget surplus to automatically include backlog initiatives into your portfolio
      • Sequence your selected initiatives to maximize resource utilization and payback timelines


  • Strategy Hub
    • Added the ability to configure custom attributes for strategic objectives and metrics
    • Added the ability to group strategic objectives and metrics in views
    • Updated the Progress Tracking dialog to include the metric’s name and measure
    • Added the ability to create metrics with duplicate names, linked to different strategic objectives


  • Resource Management
    • Added the ability to manage one-time and recurring exceptions using Capacity Templates
    • Added the ability to assign individual Capacity Templates to resources when Dynamic Capacity is used
    • Added the option to synchronize resources from Microsoft Project without their resource capacity information
    • Added the ability to synchronize custom attributes for external users from Azure Active Directory
    • Hierarchical lookup table values are now displayed using their full path in the Add Resources and Reassign dialogs, as well as in relevant OData views
    • Fixed issue when adding many resources at once to a Resource Plan integrated with Microsoft Project
    • Fixed performance issue when synchronizing a large number of resources and calendar exceptions from Microsoft Project


  • Portfolio Manager
    • Improved the configuration wizard UI/UX when creating/editing portfolio plans
    • Fixed issue with Budget Utilization metric being set to 0 after rescheduling an entity
    • Fixed issue with user settings not being persisted when creating a new scenario


  • Roadmap Manager
    • Added the ability to visually overlay entity progress in Timeline roadmaps
    • Added the ability to share roadmap ownership with one or more users and security groups
    • Added the ability to reposition dependency connectors in Timeline roadmaps using drag-and-drop


  • Other
    • Added the out-of-the box Workflow Stage field for grouping and filtering purposes
    • Added the ability to synchronize reporting data for individual entities
    • Allow financial integration between Resource Plans and future Actuals reporting periods, when the global option ‘Allow updates to future Reporting Periods’ is enabled
    • Option set values are now available for reporting in the FieldTableValues OData view


  • Programmability (CSOM interfaces)
    • Added CRUD operations for strategic objectives, metrics and time-phased metric values
    • Added CRUD operations for resource fields
    • Added CRUD operations for Teams
    • The Display in Roadmaps milestone field can now be updated programmatically


Strategic Portfolio Management

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Guide to Strategic Portfolio Management

Guide to Strategic Portfolio Management

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