NH360 Portfolio Insights v7

Updated November 10, 2025

The November 2025 update to Portfolio Insights 7 introduces the capability to create related entities directly from Relationships forms, refreshes the root page for Settings, improves the layout of Fields forms, and adds new reports with overviews of Risks and Issues.

Let's explore these updates.

Create related entities from Relationships forms

This update introduces the capability to create related entities directly from Relationships forms. The toolbar of the Relationships form type now includes a "New" menu button, which opens a menu of entity types included on the form. Clicking on one of the available entity types opens the New Entity Wizard for that entity type. When the wizard is submitted, the new entity is created and automatically related to the original entity. This feature makes it easy to quickly create projects within programs or populate any other entity type with subordinate or related entities.

Along with this update, we arere-labeling the primary action button in the Relationships form type to "Add", which now also opens a menu of entity types. Clicking on an entity type in the "Add" menu opens the "Add relationship" dialog, filtering the available entities to those of the selected type.

New Settings root page

The new root page for Settings refreshes its look and feel while maintaining the same essential content and functionality. Navigation between Settings and the rest of the application is now much smoother and faster.

Improved layouts for Fields forms

Starting with this release, entity Fields forms are now laid out using a grid layout that aligns both rows and columns. This improves legibility of the forms and will keep form layouts consistent when we introduce field dependencies in an upcoming release. The grid layout also improves accessibility by changing to a row-first tab order, following the natural reading order of the form. Additionally, the layout of our Flag fields has been refined to show the field label alongside the checkbox for a more natural, legible, and accessible structure.

New Risks Overview and Issues Overview reports

The new Risk Overview and Issues Overview reports show risks and issues from across the portfolio.

In the Risk Overview report, users can filter the report with an interactive probability/impact matrix, allowing them to zero in on the items with the highest risk exposure. Users of the Issues Overview report can use a bar chart by priority to similar effect. Both reports include tabular views of all overdue, new, and closed risks or issues. The reports also include a view of upcoming risks or issues across a configurable time horizon, as well as line charts that reveal the portfolio's risk exposure and active issues on a monthly basis, to help organizations plan ahead. Summary metrics, such as the average time to close, provide organizations with the data they need to identify new risks and issues and resolve them in a timely fashion.

Other improvements

This update includes various improvements and refinements that polish the product and improve the user experience.

• In Strategy, strategic objective and metric names include hyperlinks to open the corresponding edit dialog.
• New icons navigation panel icons for Portfolios and Portfolio Analysis differentiate the branding of central experiences.
• In OData, the Plans view now includes the names and unique identifiers of budget financial dimensions used for costs and benefits in each plan.
• Grids within Resources forms can be sorted by any resource or assignment field.
• The Entity Status report displays appropriate icons for category, impact, and priority in the Risks and Issues tables.
• The Strategy Overview report drills down to the Individual Metric report.
• The Resource Availability report includes resources without assignments.

As always, various other fixes have been applied to this release, improving the application's performance, security, and consistency.

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