NH360 Portfolio Insights v6.10

Updated June 26, 2023

We’re pleased to announce the availability of NH360 Portfolio Insights v6.10 – Product Update 10 (PU10). 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 filter Strategic Objectives and Metrics views by selecting multiple values when defining filters on a column
• Fixed issue with not displaying the full value of multi-level metric fields in the MetricEntityFieldValues and SnapshotMetricEntityFieldValues OData views
• Fixed issue with decimal values being rounded for Metric fields of type Number in the MetricFieldValues OData view
• StrategicObjectiveFieldValues and MetricFieldValues OData views no longer include fields that have no values
• Fixed issue with the Parent Metric field values not being ordered alphabetically in the Create Metric dialog
• Fixed issue with snapshotted values of Metric Assignment fields without Option Sets not being displayed in the SnapshotMetricEntityFieldValues OData view

Roadmap Manager

• Improved user experience when managing a long list of milestones by locking in place the column headers when scrolling the milestone list vertically
• Added the ability to automatically create milestones from the associated Milestone Template when the entity’s start date is set after it has been created
• Added the ability to filter milestones by selecting multiple values when defining filters on a column
• Added the ability to see a subset of available entities in the Related Entity control from the Create Relationship dialog before searching for a specific entity
• Fixed issue with milestone dates being editable in-line regardless of the milestone Status
• Fixed issue with dates and field values of milestones synchronized from Microsoft Project being editable in-line
• Fixed issue with not displaying the full value of multi-level milestone fields in the MilestoneFieldValues OData view
• Fixed display issue with dependency lines in Timeline roadmaps
• Fixed issue with Milestone web part height not increasing dynamically when using Adjust height to fit zone option
• Fixed issue with formula fields not being updated when changing a field value used in the formula from a Board roadmap
• Fixed issue with Actual Date values not being copied over Planned Date values when using the Copy Milestones Dates workflow stage transition action
• Fixed display issues with milestone list when changing the browser tab zoom level

Resource Manager

• Added the ability to Commit work values for individual resource assignments from the same entity
• Performance improvements in the Add Resource and Reassign Resource dialogs when resource fields using options sets are added as search terms
• Summary Card values are now automatically refreshed when saving resource plan changes
• Removed redundant Entity Name field and kept Name field in the Display Filter dialog from the My Resource Plans and My Resources web parts
• Added the CreationDate and LastModifiedDate in the Resources OData view
• Added new message in resource plans to let users know that the values are in the process of being calculated while queue jobs impacting Availability values are running
• Fixed issue with non-working days being used when distributing or aggregating resource plan work values to different granularities
• Fixed issue with synchronizing values from Microsoft Project resource fields specifically named Resource Cost Center
• Fixed issue with no validation being performed when adding an invalid filtering condition in the Display Filter dialog from the My Resource Plans view
• Fixed issue with the Email field being used as a search term in the Add Resource and Reassign Resource dialogs at all times
• Fixed issue with resources deleted from Microsoft Project still being synchronized in the 360 Portfolio Insights resource pool
• Fixed issue with resource plans not loading when adding a resource whose name contains the % special character

Portfolio Manager

• Added the ability to create plans with resource information displayed in the Full Time Equivalent work unit
• Added the ability to filter out resources that have no value on a resource field by adding a new Is Not Blank filtering condition
• Fixed issue with user not being able to save a new scenario when moving an entity’s milestones outside the plan range
• Fixed issue with newly created plans remaining idle while initializing data until the page is manually refreshed

Core Financial Capabilities

• Added the ability to display mapped financial values from entity fields using custom currency symbols
• Added the ability to display Summary Card values using custom currencies
• Added the WorkflowStageGUID column to the FinancialValues OData view
• Added the ability to define granular filters to manage financial status periods for any subset of entities within the Manage Financial Status Periods page
• Added new Change Request Reporting Settings global option providing the ability to include Draft change requests in OData views
• Fixed issue with not removing Allocation Centers that contain no values from existing entities, after the Allocation Center Template was removed from their Entity Type
• Fixed issue with summary cards not updating as soon as values are inputted in the top level financial category

Other

• Added the ability to manage a hierarchy of Organization Units and provide dynamic user access to entities
• Added Export to Excel capability to Portfolio Hub views
• Added the ability to create child option set values with the same name under different parent values
• Added the ability to filter Portfolio Hub views by selecting multiple values when defining filters on a column
• Improved UI/UX for managing queue jobs in the UMT360 Queue administration page
• Added the ability to manage users in the context of security groups
• Added the ability to bulk update existing user’s First and Last Name, E-Mail Address, Organization Unit and Security Group using the Import capability from the Manage Users admin page
• Added the ability to create entities with the same name using different Entity Types
• Added the ability to map the Home navigation link to a custom URL
• Added the ability import rich-text entity field values using Data Exchange
• Added a new Duration column to the Manage Queue administration page
• Replaced the Azure Active Directory Group drop-down control with a search box to address performance issue when a very large number of groups exist in Azure Active Directory
• Improved performance when creating new entities using Data Exchange
• Fixed issue with all option set values being enabled when editing an Option Set
• Fixed issue with being unable to extend or crop synchronized resource plan and financial timelines that have slightly different start dates while financials are in execution
• Fixed issue with being able to select Date fields with Option Sets or Lookup Tables when configuring the Entity Timeline for Roadmaps setting in the definition of an Entity Type
• Fixed issue with formula-based entity fields not being synchronized to NH360 Enterprise Connect
• Fixed issue with some special characters not being correctly displayed in the EntityFieldValues OData view
• Fixed issue with wrong Forms being called out as missing required entity field values when submitting entity to the next workflow stage
• Fixed issue with formula-based entity field values being updated in the Entity Details view only after refreshing the page 

Programmability

• Added the SurveyRankingAnswerId property to the EntitySurveyAnswerCollection class
• Improved error handling when trying to create AssignmentValue outside the resource plan timeline
• Improved error handling when trying to read time periods for an Enterprise Financial Type that is not associated with the current entity
• Added the ability to programmatically create Multiple lines of text fields
• Added the ability to programmatically manage the financial integration settings of an entity
• Added events on the FieldsFormController triggered when one or all entity fields are loaded in a form
• Fixed issues with adding Financial Nodes and Allocation Centers to existing Financial Breakdowns
• Fixed issue with Financial Custom Field values of type Flag not being displayed correctly when updated programmatically
• Fixed issue with not being able to programmatically add a child value to an existing parent value from an Option Set
• Fixed issue with metric description not being returned when reading metrics programmatically
• Fixed issue with updating rich text field values programmatically though the workflow definition
• Fixed issue with allowing relationships to be created programmatically with the wrong relationship type
• Fixed issue with being able to programmatically create financial sub-categories under standardized parent categories
• Fixed issue with programmatically reading resource assignment values when using a start date different than the first day of a period
• Fixed issue with the workflow stage transition event being triggered with the wrong value for the Entity UID