View and manually sync portfolio changes for scenarios

In a scenario, you can now do the following about the portfolio changes:

• Choose to manually or automatically sync portfolio changes to the scenario.

• View portfolio changes that are already synced to the scenario.

• View portfolio changes that are pending sync. This is applicable for manual sync only.

For details, see Sync portfolio updates to scenarios.

When performing what-if analysis, you can now add temporary portfolio content as placeholders for what-if simulations, without creating them.

For details, see Add temporary content for simulation.

You can now add projects and proposals not yet included in a portfolio into the scenario as potential candidates.

To add such projects and proposals, your admin must first specify them as potential candidates for the portfolio.

For details, see Specify potential candidates for a portfolio.

The following updates are introduced for what-if templates:

• In the Ranking View widget, you can now choose to display values of the Number (formula) field as either whole numbers or numbers with two decimal places.
• For charts using the Sum of aggregation method, you can now specify how values are distributed across scenario time periods, evenly distributed or as a whole without distribution.

For details, see Configure Number (formula) field and Value Calculation Mode.

When selecting a strategic theme for a portfolio initiative, the options include not only the strategic theme defined for the portfolio itself but also those for all parent portfolios up to the root in the portfolio hierarchy.

To use this feature, turn on the new Strategic Theme and Business Goal Alignment Across Portfolio Levels feature toggle.

For details, see Align portfolio initiatives with strategic themes.

You can now filter portfolio backlog items by item names.

For details, see Filter backlog items.

The Table Component in request details pages now have a refreshed and modern look, providing a more intuitive user experience.

For details, see Work with tables in requests and Configure landing pages.

The Configure Landing Pages page is now refreshed, providing a more user-friendly user experience.

For details, see Work with tables in requests and Configure landing pages.

The Configuration Advisor page is more user-friendly:

• Recommendation details are displayed in cards, ensuring all information is visible at a glance without scrolling.

• Recommendation steps include direct links to the configuration pages for feature toggles and server parameters, enabling you to do quick adjustments.

For details, see Configuration Advisor.

Cells in self-service portlet grid table now automatically wrap long text, improving readability and display.

For details, see Set up self-service portlets.

A new Share with all option is available for team sharing. You can use it to share a team or specific team members with all projects in the system. Once shared, any project manager can assign shared resources to the project staffing profile.

For details, see Share a team.

Promised allocations of a team, in addition to assignments, are also available from the Roadmap tab.

For details, see Team Roadmap.

The predefined Staffing Profile Statistics data source now includes more filter options. You can filter data by position and custom fields from the staffing profile's associated project, proposal, or asset.

To enable filtering by custom fields, admins must first add the relevant fields as data source fields in the Staffing Profile Statistics data source.

For details, see Staffing Profile Statistics.

Increased character limit for Numeric and Currency fields

Numeric and Currency fields now support up to 30 characters, allowing you to enter larger numbers or currency values.

For details, see Configure text field validations.

You can now select and add multiple files at a time when attaching documents as references to an entity.

For details, see Add an attachment.

The main menu supports the following customization:

• Choose to place menu items either vertically on the left side or horizontally at the top of the screen.
• Select a color for top-level menu items and masthead icons.

For details, see Customize menu layout.

You can now save theme configurations as a JSON file and import them into another instance.

For details, see Export and import theme configurations.

You can now use the new License Management Service to configure email notifications for license expiration, including:

• Specifying notification recipients.
• When to send notifications.
• Resend frequency.

For details, see License Management Service.

The new IS_REQUEST_UPDATED_WHEN_REFERENCED_TASK_CHANGES parameter is introduced. Set it to false if you don't want the Last Update Date of requests to change when a related task or milestone is updated.

For details, see Server parameters.

The error message for unfilled required fields in a table component becomes more helpful. It now enables you to directly go to these fields.