v1.8.1 | Whole-Portfolio Strategic Accounting, Cross-Portfolio Alignment & Enterprise UX
Latest ReleasePackage Version 1.8.1.0 (Consolidates 1.8.x)
No new lists or columns, and no Setup run needed when updating from 1.7.0 or later. Older versions run Setup once as before (see upgrade instructions). Direct update with no stepping-stone version required.
Seamless Direct Deployment: In-place update preserving all tenant configurations, custom fields, and permissions with zero database or list schema migrations.
What's New in Strategic Alignment & Enterprise Usability
- 🎯 Whole-Portfolio Strategy Financials: Where the money goes now accounts for 100% of portfolio spend. Unlinked initiatives are tracked in a dedicated "Not linked to a strategy" row with automatic reconciliation totals, so headline figures report true "linked of total" investment rather than isolating only aligned projects.
- 🌐 Cross-Portfolio Strategic Alignment: Projects can now declare a secondary strategic contribution to another portfolio's functional strategy ("contributes from…") while keeping their primary governance anchored in their home portfolio. PMOs can map enterprise-wide strategic synergies across business units without duplicating records.
- 📈 Forward 12-Month Capacity & Financial Horizon: The strategic objective detail panel expands forward planning visibility, displaying current-year actual spend against planned budget, average % FTE resource demand across the upcoming 12 months, and total project commitment in person-months.
- 👥 Interactive Person View from Heatmap: Click any team member's name in the Team Heatmap to open an instant modal breakdown of their commitments and bookings across all active projects in the portfolio, streamlining resourcing negotiations.
- 🖥️ Adaptive "Fit to Screen" Strategy Canvas: Strategy Flow diagrams now include an automatic "Fit to screen" framing mode (active by default), ensuring comprehensive multi-tier strategy dependency trees remain visible without horizontal scrollbars or manual zooming during steering meetings.
- 🌐 Universal SharePoint Timezone Parity: Enhanced date serialization guarantees dates entered in PPM Compass reflect the exact same calendar day across SharePoint list views, native exports, and Power Automate workflows, regardless of the site collection's regional timezone settings.
- ⌨️ Accessible Keyboard Navigation (WCAG): Navigate seamlessly with assistive technologies and keyboards: cycle through RAG rating filters on My Projects and My Portfolio and open Strategy Flow nodes via Tab and Enter, with instant Esc dismissal for info drawers and reports.
- 📝 Submission Quality Governance: Monthly status report submissions now enforce PMO governance standards by requiring input for both Achievements and Plan for Next Period before finalizing.
True Strategic Portfolio Visibility Across Organizational Boundaries: Enterprise PMOs no longer have unallocated "blind spots" in strategy reconciliation—every dollar and person-month is accounted for against total budgets. Cross-portfolio alignment enables matrixed organizations to track collaborative value creation across business units while maintaining clean local governance and native Microsoft 365 timezone consistency.
For Site Owners & Administrators
- • No List Schema Changes: No new lists or columns added. Seamless update from 1.7.0+ requiring no Setup run or administrator intervention.
- • Refined Executive Presentation: Executive Story and Strategy Map feature enhanced key-figure color tiles, elevated "Needs attention" alert cards, and structured row status bands.
- • Clean Role-Based Experience: My Projects is automatically hidden for personnel who do not lead or own active projects, keeping navigation clean for team members.
- • Enterprise Security & Compliance: Zero known security findings in all shipped SPFx package components; 100% in-tenant execution within customer Microsoft 365 boundaries.