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    • February 6, 2012

      Cumulative Update 6 (CU6) for UMT Project Essentials

      Here’s the list of fixes and improvements included: Data Import The user locale is correctly considered in conjunction with the field separators Addressed issue where the workflow stage selection was not always enforced Addressed issues with importing projects that had a different EPT than the one selected Better handling of negative values Addressed pagination issues with large number of mapping General performance improvements Reporting job: processing only projects that are dirty; no additional PSI [...]
      • December 7, 2011

        UMT Project Essentials – Patch A

        Patch A is an out-of-band release that addresses an issue with the Project Essentials release. The following fixes are included: The Workflow Visualization webpart no longer requires the Manage Workflow and Project Detail Pages permission A mixed content warning is no longer displayed when accessing Project Essentials Settings over an https connection Patch A is available as a free download on the Customer and Partner Portals at www.umtprojectessentials.com. Version history: UMT Project Essentials (SP2) [...]
        • November 29, 2011

          UMT Project Essentials – Public Availability

          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 [...]
          • November 28, 2011

            Comments on Project and Portfolio Financial webinar

            Thank you for participating in and commenting on our Nov. 18 webinar that dealt with project and portfolio financials. I’d like to use this note to respond to two key comments that came up in our survey following the event: the wish to see a presentation of tools, and the wish to see more details. My response to both comments is similar: in this webinar I tried to concentrate more on the principles behind project and portfolio financials rather then the method for collecting and tracking the financial[...]
            • November 12, 2011

              Managing the enterprise Project and Portfolio Financials

              For the past several years organizations have been stressing that their project managers should understand the organization’s strategy and then assess how well their projects are aligned with it. But there should be more than just strategic alignment. Strategy and finance go hand in hand. Strategy defines direction while finance acts as the gatekeeper for the resources needed to get there. Project managers have always understood the importance of finance. It is common knowledge that no project can be [...]
              • November 11, 2011

                Managing Effectively

                Analyzing lessons learned from consulting engagements, I can identify one key point: to manage effectively one needs to make good decisions. The decisions one makes defines one’s reality. As the saying goes: “we are the sum of our decisions”. Through time we all develop expertise in the subject. We make decisions every moment and every day. Some decisions we make fast, even automatically, and some we make after a long struggle. Yet in many cases we do not make decisions very well. There co[...]
                • September 15, 2011

                  UMT Workflow Designer Beta Release

                  Quickly and Easily Automate PPM Workflows for Microsoft Project Server 2010 I am excited to announce the public availability of the UMT Workflow Designer Beta release. UMT Workflow Designer helps you to quickly build and deploy project portfolio management (PPM) governance workflows for Microsoft Project Server 2010. The intuitive and flexible solution ensures you can spend more time defining the right processes and less time worrying about how to build them! UMT Workflow Designer provides the Project M[...]
                  • September 15, 2011

                    Cumulative Update 4 (CU4) for Project Financial Server 2010

                    Cumulative Update 4 for Project Financial Server 2010 provides the following enhancements in response to customer and partner feedback: Language packs Added Finnish as the 5th fully supported language (alongside English, German, French, Spanish) Updates to the German Language Pack License compliance warning The following message is displayed in the Project Financial Server – Financial Settings page when the number of CALs assigned to the PWA instance is exceeded: Compliance warning: The number of Projec[...]
                    • August 23, 2011

                      Creating a Secure Enterprise Project Type (via Project Epistemology)

                      Here’s an interesting question that popped up recently…how does one secure a specific Enterprise Project Type within Project Server 2010 so that only specific people may be able to create it? Process Overview Let’s start off by reviewing the specific business scenario.  We have an organization that has small, medium, and large projects.  Each of those projects is mapped to various initiation processes and has been assigned a specific enterprise p … Read More via Project Epistemology Filed under: Andrew Lavi[...]
                      • August 20, 2011

                        Selecting Time Tracking Options for TFS Integration (via Project Epistemology)

                        Well, it’s been an interesting couple of weeks professionally and on this blog.  During that time, I’ve set my sights on Microsoft Project Professional, SharePoint 2010, Visio Professional, and taken a brief excursion into the world of Ideation.  Spinning the Wheel of Required EPM Consultant Skills this week, I land on the popular TFS-Project Server integration package. If you’re not familiar with the integration package, it’s an add in that come … Read More via Project Epistemology Filed under: Andrew Lavi[...]