What's new

The following updates are introduced for what-if templates.

• The Strategic Capacity Indicator widget is added to display capacity vs. demand of portfolio strategic themes.

• The Ranking View widget now supports adding custom fields of the Number (formula) type. This allows you to show values calculated by your defined formula.

• The Stacked Bar chart widget is added, providing an additional option for data visualization.

• The Count aggregation method is added for all chart widgets, which enables you to view the number of occurrences of scenario items.

• The Fiscal Year time period option is now available, enabling you to view scenario data year by year.

For details, see Configure widgets.

You can now copy a what-if scenario, enabling you to replicate and modify existing scenarios for different use cases.

For details, see Copy a What-if scenario.

You can now assign a status to scenarios. This helps you track their progress and identify key scenarios, such as those ready for implementation.

For details, see Set a status for scenario.

After finding an optimal scenario, you can now lock it to prevent unintended changes before implementation.

For details, see Lock a scenario.

As admin, you can customize portlet colors at different levels to ensure consistent color display for the same data type:

• At portlet data source level: You can add a column in the portlet data source to specify the mappings between colors and data. This customization applies to all portlets that use the data source.

• At system level: You can define a color palette that assigns colors to portlets based on the order they are loaded. You can also designate a color for a specific data point. This customization applies to portlets that have no colors defined in the data sources.

For details, see Customize portlet colors.

You can now do the following in a self-service portlet that uses the predefined Staffing Profile Statistics data source:

• View staffing profile allocations and resources.
• Filter portlet data by roles, associated entities, and time periods.

For details, see Staffing Profile Statistics.

The # Count column is added to the self-service portlet data sources that are created from a request type. This column enables you to display the total count of requests in various statuses.

For details, see Create from request type fields.

You can now configure a portfolio type to propagate some Overview Layout changes to all existing portfolios of the type. The changes include:

• Adding selected portlets to the portfolios.
• Resetting the Overview Layout settings of the portfolios.

For details, see Reset Overview Layout for Existing Portfolios and Add Portlets to Existing Portfolios.

New option for KPI impact effective date

When forecasting project and proposal impacts on KPIs, you can now select a specific effective date using the new Specific Date option.

For details, see Forecast project contributions to KPIs.

Strategic alignment is now enhanced:

• When a proposal becomes a project, the strategic themes and business goals are carried forward from the proposal to the project. This ensures continuous strategic alignment.

• For an entity added to a program, its forecast costs and resource demands are now reflected in its own strategic theme, rather than in the program's. This increases granularity of strategic alignment.

For details, see Align portfolio contents with strategic themes and Drive strategic alignment.

The request progress bar now highlights the current active step, making it easier to differentiate it from completed and inactive steps.

For details, see Enable progress bar for requests.

The Financial Exchange Rates page is now more user-friendly:

• The Currency column is pinned to the left, always visible without scrolling.
• Arranged by effective dates, the exchange rate with the latest date is displayed on the leftmost.

From Administration > Menu Customization, you can now customize the Get Help menu by adding, editing, removing, exporting, and importing menu items.

For details, see Customize menus.

You can now control the settings of all kinds of email notifications for all users from a single screen.

• Enable or disable email notifications at system level.
• Allow or disallow individual users to override the system-level settings.
• Reset individual settings to system-level settings.

For details, see Configure notifications for all users.

You can now use the kMigratorExtract.sh and kMigratorImport.sh scripts to migrate the custom menu.

For details, see kMigratorExtract.sh and kMigratorImport.sh.

A new page, PPM Advisor, is introduced for admins. It provides configuration recommendations to improve system performance or to align with best practices.

For details, see PPM Advisor.