NH360 Portfolio Insights v6.20

Updated May 18, 2026

We’re pleased to announce the availability of NH360 Portfolio Insights v6.20 – Product Update 20 (PU20). 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: Entity lifecycle approvals

The new entity lifecycle approvals feature introduces a comprehensive approval management system that integrates seamlessly into entity workflows, providing organizations with configurable, transparent, and compliant approval processes.

• Configurable approval stages: Administrators can designate specific lifecycle stages as Approval stages. When an entity reaches such a stage, the system generates and assigns approval requests to one or more approvers as part of a configurable approval sequence.
• Flexible approval logic: A dedicated editor allows for the assembly of approval sequences, supporting sequential approval blocks, in a visual and flexible way.
• Enhanced usability and transparency: The dedicated Approvals page provides a single, user-friendly hub for managing all approval requests, with clear visibility into pending and completed actions.
• Robust audit and compliance: Every approval action, response, and comment is logged in the entity’s history and available for reporting, supporting compliance and audit requirements.
• Automated, contextual notifications: The system sends targeted, contextual notifications at each step, ensuring all stakeholders are informed.

New Feature: Embed images in rich-text fields

Enhance your entity information with inline images. Simply use the new image toolbar button, paste a URL, and your image appears instantly. Resize and reposition images with intuitive drag-and-drop controls, all within the rich-text editor.

New Feature: Customize column labels in Portfolio Hub views

Tailor your Portfolio Hub views with custom column labels that make sense for your team, without altering the underlying field names. Access the Label field in View Settings for any selected column and rename it as needed. Custom labels apply only within Portfolio Hub views, while original field names remain unchanged everywhere else.

New Feature: Bulk update lifecycle stages via Data Exchange

Using Data Exchange, you can now import target stage values directly into the Lifecycle Stage field, moving multiple entities through your process in one streamlined operation.

Roadmaps

• A new Outline Level option in the Roadmap Settings panel allows users to quickly expand or collapse roadmap groups.
• A new Default column width option in Board roadmap definitions sets the default column width to fit one, two, or three cards.
• Board roadmaps now allow users to select which columns to display and to configure the default column order.
• Roadmap definitions can now be saved even when security tokens expire due to user inactivity.
• Start and Finish milestone dates are now correctly synchronized with their associated entity fields.
• Board roadmaps no longer display entities twice when users move a card from one column to another.
• Board roadmaps now maintain the sort order when users move a card from one column to another.
• The MilestoneRelationships OData view now includes the new MilestoneDependencyStatus column.

Portfolio Plans

• The plan creation process now completes faster when working with large datasets.

Financials

• The financial grid export to Excel now applies the user's locale when formatting values.
• Multiple financial sub-categories can now be deleted at once, even when an entity has many sub-categories defined in its financial structure.
• The allocation center percentage allocation value now synchronizes correctly to reporting when the Allow Partial Funds Aggregation option is unchecked.

Other

• The stage definition dialog now displays read-only fields in alphabetical order.
• The @currentuser tag now works with filters defined using the Created By and Modified By intrinsic fields.
• A new In condition type for option set fields enhances filtering capabilities in Portfolio Hub views.
• The configurable navigation links now offer additional icons for selection.
• Single-select hierarchical option set fields now collapse their drop-downs automatically after users select a value.
• Hierarchical dropdown options no longer cut off when they exceed the visible width of the drop-down.
• Data Exchange now successfully imports entities that have em dash characters in their names.
• Reporting queue jobs now complete successfully without failing due to deadlocks or execution timeouts.
• The migration process from Project Online to Portfolio Insights entities now correctly populates the Created Date entity field instead of incorrectly using values from the Project Information Start Date project field.
• Data Exchange now allows users to delete financial values and entity field values in bulk by using the explicit null value in the import file.
• Rich-text fields now allow users to display hyperlinks as custom text.
• The new Push Settings action on the Lifecycle Stage Settings page allows users to update settings for existing entities from the selected lifecycle stage.
• The Financial Period Identifier Column field now displays correctly when users run Data Exchange with an import template.
• The EntityAccess OData view now correctly reflects changes made in the Manage Entity Access administration page.
• Date-type fields now behave correctly when users interact with the field control on forms that contain rich-text fields.
• Tooltips now correctly display long field names when users create filters in portfolio hub view definitions.
• The Excel export for Portfolio Hub views now formats date fields as Date values instead of Text.
• The Filter Settings tab in the Portfolio Hub view definition dialog now shows tooltips in the Value drop-down menu.
• The EntityLifecycleStagesStatus OData view now includes the EnterDate and CompletionDate columns.
• Custom field creation now blocks names reserved for intrinsic fields.
• The Data Exchange import parser now correctly handles commas that appear inside quoted text (immediately after a " character).
• Page navigation now completes reliably by eliminating intermittent authentication issues.
• The ModifiedDate now updates correctly for Forecast financial entries overwritten with Actual values.
• Optimized the reporting data synchronization process when creating snapshots in bulk.
• The Reporting: Update People Picker Choices queue job now completes without timing out.
• The security group Entra ID synchronization process no longer starts when a security group synchronization setting is set to None.

Programmability

• The lifecycle approval requests API now supports programmatic access to read approval requests and update approval request responses.
• The new GetResourceAssignmentsByResourceUids method allows developers to programmatically retrieve assignments for multiple resources in a single call.
• The new GetAssignmentsValues method allows developers to programmatically retrieve assignment values based on a specified list of assignments.
• Methods meant for updating 'Financial' custom fields are now correctly restricted from updating values of different custom field types.

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