NH360 Portfolio Insights v6.21

Updated September 17, 2026

We’re pleased to announce the availability of NH360 Portfolio Insights v6.21 – Product Update 21 (PU21). 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:

Roadmaps

• Milestone flag field values are now consistent whether they are updated through the UI or programmatically.
• The Milestones OData view now includes a new StatusName column, displaying milestone statuses as defined in Global Options.

Financials

• Entity forms are no longer refreshed when a subcategory is deleted, allowing users to remove multiple subcategories in succession without interruption.
• Financial status period approvals are no longer supported.
• Change request approvals have been enhanced to leverage lifecycle approvals and are now accessible through the Approvals page in NH360 Portfolio Insights.
• Introduced Organization Unit-based change request approver filtering, through a new Filter approvers by Organization Unit option in Global Templates. When enabled, change request approvals are automatically routed only to approvers belonging to the same Organization Unit as the entity for which the change request was created.
• Pending change request approvals no longer have expiration dates, ensuring requests remain active until resolved.
• Email notifications to change request approvers now include direct links to their approval requests on the Approvals page for streamlined access.
• All completed change request approval decisions are automatically captured in the associated entity's history for improved audit trails and transparency. 

Other

• The Manage Entity Access page now includes a Reset entity access option that allows administrators to either overwrite existing access with a new set of users andsecurity groups or add users and groups to the existing ones.
• Added manual reporting synchronization capability to the Manage Users admin page through a new Sync to Reporting ribbon button that updates user profiles in
  reporting views.
• The default value of option set fields can now be changed at any time.
• Currency values in entity fields now respect the user's locale when exporting Portfolio Hub views to Excel.
• The View selector in Portfolio Hub is now wider, making longer view names easier to read. 
• Option sets are now supported only for fields of type Text.
• The toolbar is no longer hidden when selecting multiple rows in a rich-text field while in full-screen mode.
• The Cleanup choices for People Picker Fields and OData: Cleanup Delete Values queue jobs now complete successfully without timing out.
• The entity types selected in a Portfolio Hub view are now displayed alphabetically in the Edit View dialog.
• The Entity Access dialog now correctly displays users granted access through the Manage Entity Access administration page.
• Sorting and filtering criteria now persist after refreshing the Manage Queue administration page.
• Required fields on stage settings are now correctly reset when the Associated workflow setting in the entity type definition is changed from SharePoint Workflow to Entity Lifecycle.

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