NH360 Portfolio Insights v6.18

Updated September 18, 2025

We’re pleased to announce the availability of NH360 Portfolio Insights v6.18 – Product Update 18 (PU18). 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:

New Feature: Automated email notifications on lifecycle stage transitions

This new feature enables seamless communication throughout your entity lifecycle by automatically triggering customized email notifications when entities move between stages. Deliver timely updates to security groups, entity stakeholders, or specific individuals with precision and flexibility, using the new Send email notification lifecycle stage transition action.

• Configure multiple notification actions per transition to keep different stakeholders informed with tailored messaging.
• Enhance security with intelligent recipient filtering that ensures notifications only reach users with appropriate entity access.
• Create professional communications using rich-text formatting in both subject lines and message bodies.
• Personalize each notification with dynamic entity field values, delivering contextually relevant information to recipients.

New Feature: Advanced rich-text editor for entity fields

This release introduces a new rich-text editing environment that delivers a complete suite of advanced formatting tools, transforming entity fields into powerful content creation canvases. With the addition of multi-level lists, hyperlinks, tables, text styling, and enhanced layout controls, Portfolio Insights now offers a comprehensive document editing experience directly within your workflow.

• Enhanced the authoring experience for rich-text multiline text fields by introducing full-screen expansion and collapsible editing areas.
• Create sophisticated text structures with multi-level bullet and numbered lists, easily managed with keyboard indentation.
• Seamlessly integrate hyperlinks by pasting URLs or converting selected text into clickable links.
• Create structured data presentations with tables - easily define dimensions during creation and dynamically modify columns and rows as needed.
• Express information with visual emphasis using our curated palette of font colors, designed to enhance readability and highlight key information.
• Draw attention to critical content with text highlighting using carefully selected background colors that ensure optimal contrast and visibility.
• Control document flow and hierarchy with precision using paragraph indentation tools, accessible through both dedicated toolbar buttons and efficient keyboard shortcuts (Tab / Shift+Tab).

Roadmaps

• Enhanced Board roadmap visualization to properly handle filtered views, ensuring consistent display even when filtering conditions result in empty data sets.

Resources

• Optimized resource pool synchronization to execute precisely at scheduled intervals, ensuring resource data remains current and reliable.

Portfolio Plans

• Ensured field value persistence in Create Plan Configuration dialog during browser window resizing.
• Improved plan data refresh reliability by resolving failures that occurred when updates would result in empty entity sets.
• Resolved plan data refresh reliability when filtering by Workflow Stage field, ensuring consistent data updates regardless of filter criteria.
• Enhanced reporting capabilities by adding OptimizationStatus and OptimizationStatusName columns to the ScenarioFinancialValuesYearlyTotals OData view.
• Fixed issue with users not being able to save scenarios in plans where entities with strategic metric assignments are placed in the plan backlog.

Financials

• Resolved an issue preventing users from submitting change requests when multiline rich-text fields contained values up to 3000 characters.
• Eliminated orphaned sub-categories in reporting views after parent entity deletion.
• Resolved Reporting: Update Category queue job failures when processing sub-categories associated with multiple enterprise financial types.

Other

• Streamlined entity creation by resolving transition issues when automatic stage conditions are met during entity initialization.
• Fixed an error that appeared when attempting to create a new entity after discarding changes from the new entity form.
• Optimized performance for bulk snapshot deletion operations, preventing timeouts even on systems with extensive financial record archives.
• Ensured consistent access to the Manage Security Groups admin interface regardless of group owner validity status.
• Synchronized people picker field values in reporting views when resource or user profile information changes.
• Implemented proper validation for email addresses in people picker fields, preventing invalid entries from being saved.
• Fixed issue with Reporting: Update Entity Field Values queue job failing when handling high-volume operations including bulk imports, workflow restarts, option set modifications, and financial field mapping updates across thousands of entities.
• Improved navigation flow by maintaining context when users close entity records they accessed via direct URL.

Programmability

• Extended read-only configuration capabilities to Date fields.
• Expanded API capabilities with new Strategy Levels operations, enabling programmatic management of strategic hierarchies.
• Fixed issue with not being able to programmatically update rates and field values for resources without email addresses.
• Improved validation handling for programmatically updated Date fields, properly supporting empty date values.
• Improved hierarchical option set handling to gracefully manage programmatic updates without requiring explicit order specifications.

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