NH360 Portfolio Insights v6.6

Want to chat?



We’re pleased to announce the availability of NH360 Portfolio Insights v6.6 – Product Update 6 (PU6). 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:


  • Strategy Hub
    • Added the ability to extend the End Date of existing strategic objectives


  • Roadmap Manager
    • Added the ability to format milestones in Timeline roadmaps with custom shapes and colors based on milestone custom field values.
    • Added the ability to manage relationships between multiple entity types in a single Relationships web part
    • Added the ability for users to filter milestones displayed in the Milestones web part
    • Added a new Dependencies view in the Milestones web part where milestone dependencies can be tracked
    • Added the ability to capture descriptive information for milestone dependencies in a new Comment field
    • Added the ability to display Milestone custom fields in roadmaps
    • Fixed issue with entities removed from roadmaps being displayed twice when the Show Related Entities is selected, and the filters are cleared


  • Resource Management
    • Added the ability to set the Work Week Start Day, Work Days Per Week and Work Hours per Day for each Capacity Template
    • Added the ability to filter resources from the My Resources page using Resource Name and whether a resource is Generic or not


  • Portfolio Manager
    • Added the ability to create plans without the need to complete the Resource Settings configuration step
    • Added support for Standard fiscal calendars
    • Fixed issue with the timeline axis not being displayed correctly after collapsing all sections in the Plan page


  • Core Financial Capabilities
    • Fixed issue with financial value aggregation when entity relationships are created using the same entity type
    • Fixed issue with removed values being incorrectly displayed on the Change Request Difference View
    • Fixed issue with financial category names that contain “&” not being correctly displayed in the Edit Financial Template dialog
    • Fixed issue with the granularity of snapshotted values from OData views being impacted when changing the Current Year global setting


  • Other
    • Added the ability to set read-only entity fields by workflow stage
    • Added the ability to set required entity fields by workflow stage
    • Added the ability to delete automatic snapshots from the Manage Snapshots administration page
    • Added the ability to group Portfolio Hub views by Entity Type Name
    • Improved the readability of multi-line entity fields in tooltips
    • Added the ability to update the Project NameDescription, and Owner intrinsic fields from Microsoft Project using Data Exchange
    • Fixed issue with Administrators not being able to delete existing users from the Manage Users page
    • Fixed issue with setting read-only surveys on workflow stages
    • Fixed issue with Manage Groups page not working while having an invalid Owner set for an existing group
    • Added a Granularity GUID and Granularity Name in the EntitySettings OData view
    • Added the Microsoft Project intrinsic fields Name, Owner, Description, Workflow Stage and Workflow Phase to the SnapshotCustomFieldValues OData view


  • Programmability
    • Added the ability to programmatically read multiple entity fields at the same time in the definition of workflows
    • Added the ability to programmatically read Snapshot AssignmentsSnapshot Assignments Timeline, and Snapshot Assignment Field Values
    • Invalid values can no longer be programmatically set for financial custom fields with option sets or lookup tables
    • Zero values can no longer be programmatically set on resource assignments


Strategic Portfolio Management

Understanding Strategic Portfolio Management

Guide to Strategic Portfolio Management

Guide to Strategic Portfolio Management

A team sits around a conference table in discussion

Program Management: How To Drive Strategic Alignment