What's new in Portfolio 16.4

Release 16.4 Update 4 (version 16.4.4)

Protect mode for PPLAN files

PPLAN files can be saved in an encrypted state with password protection. See Protect a file.

New function to load data from PlanningSpace Financials

See Load data from Financials.

Release 16.4 Update 2 (version 16.4.2)

New control buttons ‘Calculation Options’ and ‘Calculate Now’

New Analyze control buttons ‘Calculation Options’ and ‘Calculate Now’ so that portfolio calculations can be set to ‘Automatic’ or ‘Manual’. The Manual setting can be used to prevent unwanted auto-updating for a large data set.

Release 16.4 (version 16.4.0)

Access to Portfolio is controlled by the role 'Portfolio/Access'

Access to the Portfolio application requires a user account that is granted the role 'Portfolio/Access'.

Dataflow data source improvements

Added the ability to search for variables when creating a mapping template; relaxed the restriction of needing a mapped variable, now it can be either a variable or a property.

Economics data source improvements

Project Type has been added to the data source mapping template; multiple price scenarios can be loaded from a single result set in one operation.

Easier data source management

Renaming a data source does not force a reload.

Publish to an Economics hierarchy

New functionality to publish the results of a Portfolio snapshot back to a hierarchy in Economics.

Project duplication

Added the ability to duplicate projects in the projects view.

Extended character sets in data fields

Added support for non-English characters in data fields.