Portfolio 4.6 Release Notes

New Features

Export and Import Portfolio Model Expressions as JSON

Portfolio model expressions can now be exported to a portable JSON file and imported into another portfolio, in addition to the existing Excel format. The JSON format is structured for readability and is compatible with AI tools and automation workflows. A model exported and re-imported produces an identical configuration.

Export and Import Scenario Data

A complete scenario can now be exported to a portable JSON file and imported into another portfolio or environment. The export includes the scenario's properties, metric constraints, selections, and any rules overridden at the scenario level, allowing a configured scenario to be replicated between portfolios without manual re-entry.

Export and Import an Entire Portfolio

A complete portfolio — including all of its building blocks and every scenario — can now be exported as a single zip file, known as a portfolio bundle, and imported to recreate the portfolio exactly in another environment. The bundle can also be unzipped to add or remove individual building blocks before it is zipped and re-imported. A portfolio exported and re-imported produces an identical configuration.

Enhancements

• Imports now flag the specific fields that exceed length limits instead of failing the whole import, and truncate overly long characteristics and descriptions with a warning.

Fixes

• A customized discount date is now retained when the discount rate, inflation rate, or convention is changed.

For support, contact planning.support@quorumsoftware.com