NH360 Portfolio Insights v7

Updated December 15, 2025

The December 2025 update to NH360 Portfolio Insights 7 (Preview) introduces resource management with Teams, a new Hyperlink field type, an improved experience for viewing portfolio reports, and an all-new Queue page in Settings.

Let's explore these updates.

Resource management with Teams

This update introduces resource management with Teams, an essential capability for organizations coordinating resource allocation and capacity planning for Agile teams. The Teams feature enables administrators to define teams, to which sets of resources are allocated. To enable users to work with the Teams feature in the context of an initiative, administrators can add the new Teams view type to Resources forms, instead of or in addition to the Resources view type. Then, within an initiative, users can leverage the Teams view to create team assignments, each of which automatically creates a resource assignment for each member of the team. For each resource dimension, users have the freedom to choose whether to assign demand to the team assignment, which automatically allocates demand to the underlying resource assignments, or to assign demand to individual resource assignments, which automatically aggregate to the team assignment.

Hyperlink field type

The new Hyperlink field type unlocks new possibilities for integration scenarios, reinforcing NH360Portfolio Insights’ position as a central system in customers’ application landscapes. When configuring fields for the Entity context, administrators can select the new Hyperlink type and choose whether to allow a single value or multiple values. When included in entity forms, an all-new user interface allows users to add, remove, and edit hyperlinks, specifying both a label and a URL for each, and visit each hyperlink. When included in views in Portfolios or else wherein the application, the values are rendered as clickable links.

Portfolio report display improvements

This release upgrades our embedded reporting capability for portfolio reports, simplifying configuration while improving the user experience. The renamed Portfolio Report Pages support embedding multiple portfolio reports, and users can navigate between them using the report menu in the view selector. Clicking on a tab navigates a single instance of the embedded report to the corresponding page. This dramatically improves performance when switching between pages.

Other improvements

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

• In Milestones forms, the Uncomplete and Uncommit actions have moved to the new Revert menu and have been renamed to Revert to Committed and Revert to Planned for improved discoverability.
• In the Individual Metric report, the conditional formatting used in the variance columns from the time-phased tables is driven by each metric's Target threshold setting.
• Visibility of the Settings quick link in the navigation panel and of the Settings menu item in the Settings and more menu are controlled by the user’s permissions.
• When a new entity is created via the Relationships form type, the new entity opens to the default entity form.
• Fixed an issue in the Financial Overview report whereby financial values could be displayed incorrectly in some environments.
• Fixed an issue with saving resource assignments when the resource timeline ends on the first day of a month.
• Fixed an issue with links to entities included in email notifications sent by stage transition actions pointing to an incorrect destination.
• Fixed an issue whereby resource-level default mappings for financial categories and allocation centers were not applied to resource assignments when enforced for an entity type.
• Fixed an issue with the Planned date of new milestones being dropped when moving from the grid footer to the grid body.
• Fixed an issue with the Resource Overview report showing multiple Y-axes.

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

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