Cumulative Update 4 (CU4) for UMT Project Essentials 2012

We are pleased to announce the release of the UMT Project Essentials 2012 Cumulative Update 4 (CU4). This update includes a number of fixes, therefore UMT strongly recommends that you test this in a test environment based on your production environment before putting this fix live in production.

Here’s the list of fixes and improvements addressed:

  • Core Financial functionality
      • Fixed issue with Actual values not been overwritten in Forecast when a financial reporting period is approved
      • Improved behavior on distributing values among Unallocated, cost centers and node totals
  • Performance and Reliability
    • Addressed issues with the Cost Center management page when using a large number of Cost Centers (more than 1,000)
    • Removed the need for escalated permissions when defining new relationships
    • Addressed financial data aggregation issues when users had limited permissions on linked entities
    • Improved performance on showing Budget columns in the Actuals web part
    • Improved reliability on workflow stage transition when ‘Project has write lock’ behavior was triggered
    • Fixed unexpected errors when using the Workflow.StageEntered event

Visit the version history page for version details.

Customers and Partners can download CU4 via the online portals on

Posted in UMT Products, UMT Project Essentials

Cumulative Update 1 (CU1) for UMT360

We are pleased to announce the release of the UMT360 Cumulative Update 1 (CU1). This includes a number of fixes, and UMT strongly recommends that you test this in a test environment based on your production environment before putting this fix live in production.

Here’s the list of fixes and improvements included:

  • Performance and Reliability
    • Improved queue reliability and consistency when processing changes such as removing or modifying level for nodes on large financial structures
    • Significantly improved load and save performance for financial grids
    • Addressed issues with intermittent registration of the Resource-related events (onChange, onDelete)
  • Core Financial Features
    • Added the ability to combine Project Server Custom Fields and Intrinsic Fields for the Financial Timeline start and end dates
    • Additional warning on the consequences of changing calendars between Standard and Fiscal
    • Addressed issue with a new reporting period being opened when using Close Financial Status Periods even when the Automatic Progression to Next Period option was unchecked
  • Data Import
      • Removed requirement for timestamp to be set to 23:59:59 when using the StartDataImport() API method
      • Addressed issues with sequences of comma characters (,) not being properly handled
      • Projects with an empty value for the Custom Field used as an unique identifier are now skipped without additional errors being logged
  • Project Fields web part
    • Improved error handling when Custom Fields are deleted without being removed from existing dependencies
    • Improved condition evaluation when using the is less than or equal operator and when using multiple Custom Fields based on Lookup Tables
    • Addresses issues with custom labels being read-only outside the context of an Enterprise Project Type, and with missing custom labels for the Project Departments Custom Field
    • Fixed handling of SharePoint validations when using a choice drop-down column with special characters
    • Fixed handling of Dependencies and Validations when using special characters as part of the Name field, or when using Custom Fields of type date
    • Overall reliability improvements for Dependencies and Validations under various configurations
  • Workflow Visualization web part
    • Addressed rendering issues with connecting arrows and text at the bottom of the visual diagram, or at small screen resolutions
  • API and Programmability
    • Improved parameter validation for the ReadFinancialValuesForProject() method
  • Other
    • Addressed issues with inconsistent behavior on using an entity as part of multiple relationships
    • Fixed storage for project names to properly save up to 255 characters, from the previous limit of 50
    • Improved translation for Actuals and Forecast in the German language pack
    • Fixed the additional details hyperlink in the Change Request or Workflow Approval email notifications

Visit the version history page for version details.

Customers and Partners can download CU1 via the online portals on

Posted in UMT 360

Cumulative Update 3 (CU3) for UMT Project Essentials 2012

We are pleased to announce the release of the UMT Project Essentials 2012 Cumulative Update 3 (CU3). This includes a number of fixes, therefore UMT strongly recommends that you test this in a test environment based on your production environment before putting this fix live in production.

Here’s the list of fixes and improvements included:

  • Administration
    • The Queue Details page now correctly displays details about affected items for standard update operations
    • Addressed issues with the Financial Structure definition page around renaming or moving Financial Nodes
    • Added a new Global Setting labeled Persist display settings that can be used to turn off the end-user persistence of the last used Granularity and Detail Level
  • Schedule and Resource Plan integration
    • Addressed issues with synchronizing Resource Plan information for durations greater than 9 years
    • Improved reliability of the synchronization algorithms for Forecast when removing values from the last period in the Resource Plan
    • Updated synchronization functions to correctly account for generic resources of type Cost
    • Significant usability improvements in reducing the number of steps required for synchronizing Project Plan data to the financial structure by adding a Use Global Mappings checkbox. If Use Global Mappings is checked, the latest financial node and allocation center global mappings will be used in the synchronization process. If the setting is unchecked, custom mappings can be defined for each resource assignment. In case the global or custom mappings change, values will be updated after the next synchronization
  • API and Programmability
      • Improved parameter validation for the UpdateValues method
      • Updated WSDLs to include the ReadPeriodList method
  • Reporting
    • Data for Custom Snapshots is now included in the Reporting database
    • Updated the name of custom Change Requests from Manually Created Change Request to the actual name
  • Data Import
    • Improved reliability by skipping invalid projects (deleted from the Draft database but available in the Published database) and continuing with the remaining projects rather than failing the entire import session
    • Fixed issue with end date for a project being incorrectly set via data import to the previous day
  • Upgrade
    • Addressed issues with mapped date Custom Fields showing a timestamp (hh:mm) after upgrade to UMT Project Essentials 2012
    • Improved validation for rows not matching the column headers, and set default qualifier to double-quotes (“)
  • Performance and Reliability
    • Improved performance for Reporting Database updates when lookup tables are changed, by processing only the affected projects and currencies
    • Significantly improved performance and responsiveness for scenarios where a Cost Node is deleted on a site with a large number of projects and significant volumes of financial information
    • Improved reliability of mapping Relationships to Lookup Tables when using the Bulk Import solution starter or the Delete Enterprise Projects functionality
    • Resolved timeout issue when using the Close and Create Financial Status Periods page with large numbers of projects
    • Addressed error on deleting a Node from and Enterprise Financial Type when no financial Start and End dates were defined
    • Resolved memory leaks when using the Actuals web part with Budget fields visible
    • Addressed reliability issues with Queue items getting stuck when specific jobs are running for more than 60 minutes
    • Addressed issues with empty periods (null) not being overwritten when using the Copy Actuals To Forecast transition
    • Improved reliability of the Retry action for long-running in-progress and completed Queue items
    • Significantly improved performance and reliability for the item swapper control
    • Addressed performance issue when building a reporting cube on an instance with a large number of users defined
    • Addressed reliability issues when bulk-restarting workflows for a large number of projects
    • Addressed reliability issues with deleting cost centers while a Cost Center Template Update Queue job is waiting or running
  • Other
    • Fixed errors on updating Custom Field mappings and Relationships when users didn’t have the Manage Enterprise Custom Fields permission. The permission is no longer required for these operations
    • Addressed issue with individual accounts not being visible as Change Request approvers if the current user did not have the Manage User and Groups permission
    • Improved usability on creating a Change Request by no longer closing the dialog on Save and allowing for a 1-step submission
    • Addressed issue on importing settings for Enterprise Financial Types
    • Added an explicit strong warning when changing the Calendar Type under Global Options
    • Values for some nodes from past or read-only financial periods are no longer overwritten with null when values are added to specific cost levels for editable periods
    • Project Names are no longer trimmed to 50 characters for reporting (kept at 255 characters)
    • Export to Excel no longer fails for projects with long names (more than 50 characters)
    • Improved end-user messages when the financial timeline is changed for a project in execution, including steps for addressing the issue
    • Fixed issue with financial data aggregation when names of projects used in the aggregation included commas (,)

Visit the version history page for version details.

Customers and Partners can download CU3 via the online portals on

Posted in UMT Project Essentials

Release Announcement: UMT 360

We’re thrilled to announce the Release to Manufacturing (RTM) and General Availability (GA) of UMT 360, the latest iteration of our flagship product offering.

UMT 360 is the culmination of 5+ years of development that saw UMT’s product offering evolving from a financial add-on to Project Server (UMT Project Financial Server), to a comprehensive financial governance solution (UMT Project Essentials) and, today, to what Gartner considers a visionary and leading-edge IT Portfolio Management platform. UMT 360 provides leading Integrated Portfolio Management solutions to help companies gain financial transparency and improve investment decisions across their projects, products and asset portfolios. Existing customers can gain even more value from their Microsoft SharePoint and Project Server platform investments.

UMT 360 is unprecedented in its scope, breadth and engineering approach and it fully supports both Project Server (and SharePoint) 2010 and 2013.

Powerful solutions can be delivered using the UMT 360 platforms. When looking at UMT’s best in class Enterprise Project Portfolio Management offerings, the 360 release supports:

  • Standardizing financial controls & unifying disparate data
  • Improving budgeting & streamlining funding approvals
  • Tracking cost performance & managing change requests
  • Driving transparency & taking corrective action
  • Measuring results and driving improvements

UMT 360 also empowers leading Integrated IT Portfolio Management solutions with a focus on:

  • Connecting domains and managing one IT portfolio
  • Controlling 100% of IT budget & spend
  • Analyzing, collaborating & driving fact-based decisions
  • Communicating & executing transformation roadmaps
  • Measuring performance & taking corrective action

RTM is just a first milestone in a long and exciting journey. At this time we are providing a rich set of technical documentation, marketing and sales collaterals via the Customer and Partner Portals. A new, significantly improved Virtual Demo Image will be available for local installation and hosted over the next couple of weeks.


Posted in UMT 360

UMT Named Microsoft 2013 Project & Portfolio Management Partner of the Year

UMT Named Microsoft Partner of the Year

UMT is honored to be named a Microsoft 2013 Project and Portfolio Management Partner of the Year.  The award, UMT’s second, recognizes the company’s ability to deliver innovative solutions for businesses using the Microsoft platform.  UMT 360 is the most ambitious product UMT has created to date and provides businesses with an effective tool for improving governance and increasing ROI.

UMT 360 is built on the Microsoft SharePoint Server and provides seamless integration with Project Server.  The solution provides businesses with up-to-date and easily accessible data and metrics which help the customer create a dynamic blueprint of their business and technology architecture, drive financial transparency and collaborate.  The end result is an enhanced ability to make informed investment decisions across project, program and asset portfolios.

UMT is pleased that our drive to innovate and create effective solutions is being recognized by Microsoft.  Even more rewarding is the broad adoption of UMT-led ideas in the industry, and UMT’s growth potential and continued ability to impact quality governance practices in organizations around the world.

We are proud to have been recognized as either a winner or finalist in the Microsoft awards in each of the last four years.  Winners are selected based on their commitment to customers, their solution’s market impact and exemplary use of Microsoft technologies.  We look forward to accepting our 2013 award with other category Partner of the Year winners at Microsoft’s 2013 Worldwide Partner Conference in Houston, TX in early July.  More information on the Partner of the Year awards.

More information is available at

Posted in Microsoft Project | 1 Comment

Cumulative Update 9 (CU9) for UMT Project Essentials 2010

Here’s the list of fixes and improvements included:

  • Schedule and Resource Plan integration
    • Values for deleted tasks are correctly removed on publish. Note: project schedules have to be republished before delete tasks for changes to be correctly tracked
    • Addressed issues with mappings for Cost Nodes and Cost Centers being lost on Schedule Publish
    • Added new Global Setting to control integration with Schedules and Resource Plans
      • Overwrite Synchronized Financial Values: Choose whether the financial nodes that are mapped to the Project Plan or Resource Plan will lose their values once the  mappings are removed, or if their values will be maintained
  • Data Import
    • Resolved Data Import issues with refreshing a large number of projects (500+)
  • Infrastructure
    • Addressed issues introduced by CU8 on provisioning new UMT Project Essentials sites

Visit the version history page for version details. Customers and Partners can download CU8 via the online portals on

Posted in UMT Project Essentials

Cumulative Update 2 (CU2) for UMT Project Essentials 2012

Here’s the list of fixes and improvements included:

  • Performance and reliability
    • Addressed issues with updates to a lookup table generating a large number of Reporting Updates jobs on the Queue which would impact overall
      system performance
    • Significantly reduced storage needs for the Queue and Audit SQL tables (cmQueuedItems and cmOperationsLog)
  • Schedule and Resource Plan integration
    • Added new Global Setting called Project Plan Synchronization Mode that can be used for specifying whether data imported from the Project Plan will be synchronized based on the overall time phased cost of each task, or the time phased cost of each resource assignment for each task
    • Added new Global Setting called Synchronize Fixed Cost that can be used for specifying whether the fixed cost of each task will be mapped to the UMT Project Essentials financials structures or not
  • API and programmability
    • Added more parameters to the ReadWebPartProperties event: project identifier, Project Detail Page (PDP) identifier, web part identifier, user identifier

Visit the version history page for version details.

Customers and Partners can download CU2 via the online portals on

Posted in UMT Project Essentials