UMT Project Essentials is a significant release for the UMT family of products built on top of the Microsoft Project Server 2010 infrastructure. UMT Project Essentials is a major rebranding effort which merges the UMT Project Financial Server and UMT Workflow Designer platforms and adds new features and improvements. The setup can be run as a free upgrade for UMT Project Financial Server 2010 SP1 or newer (including CU1, CU2, CU3 or CU4) or as a new installation. UMT Project Essentials will be the baseline for future patches and service packs.
- New features:
- Data Import: a generic import from .csv wizard that can be used for updating Project Server’s Custom Field values or UMT Project Essentials financial structures
- Link for exporting the Product IDs and Machine Keys to a .csv file to reduce activation-related administrator overhead
- Rebranding
- UMT Project Financial Server and UMT Workflow Designer have been rebranded to UMT Project Essentials, which will include two separate SKUs: UMT Project Essentials (Std) and UMT Project Essentials Pro. For more details and functionality break-down visit http://www.umtprojectessentials.com/en-us/products/capability-matrix.aspx
- Unified product activation and license management
- Workflow design capabilities are now accessible via the Project Essentials Settings portal using the View Workflows (UMT Project Essentials) and Edit Workflows (UMT Project Essentials Pro)
- Improvements to the UMT Project Essentials workflow design capabilities
- Major interface overhaul, including new shapes, ability to freely move stage icons on the screen and automatic drawing of transition arrows
- New Ribbon option for Adding Multiple Stages
- New dialog for automatically restarting affected projects when workflows are updated and republished
- Ability to create new stage based on existing stage
- Improvements on staying in current stage on transitions
- UI/Display fixes
- Current workflow name is now visible on the screen
- Improvements to Finnish language pack
- New global option for controlling the automatic mapping of financial values to Custom Fields. The option can be override at the EPT level
- Improvements to Manage Stage Settings on creating transitions and validations
- Display improvements for financial values when unchecking the Show currency symbol for financial values global setting
- Improvements to handling EPTs with no workflows and without any stages
- Improvements to displaying submitted actuals periods in Project Essentials Settings – Review Actuals
- API
- New public method for adding or changing the Cost Tree Templates to a project: Integration.UpdateInstanceCostTreeTemplate
- New public method for updating actuals period status: Granularity.SetPeriodStatus
- New event fired when an actuals period is submitted: OnActualWorkflowStarted
- New event fired after the status of an actuals period has been changed: OnActualsPeriodStatusChanged
- Added ProjectUid, StageUid, StageName to the existing StageValidating and StageTransition events
- Other fixes
- Better handling of host header mode
- Various performance and reliability improvements
Version history:
- UMT Project Essentials
- RTM: 1.0.4729.100
- UMT Project Financial Server 2010
- RTM: 1.0.3023.1001
- SP1: 1.0.3602.1000
- CU1: 1.0.3825.1000
- CU2: 1.0.4106.1000
- CU3: 1.0.4322.1000
- CU4: 1.0.4514.1003
Customers and Partners will be able to download all relevant installers and collaterals via the Customer and Partner portals on www.umtprojectessentials.com.
