Project Essentials v1

Project Essentials, Project Financial Server, Releases

We’ve been busy since last update, and here is the official announcement:

I am thrilled to announce the public availability of UMT Project Essentials, 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 for future patches and service packs.

New features:

  • Data Import: a generic import from .csv wizard that can be used for updating Project Server’s Custom Field values or UMT Project Essentials financial structures
  • Link for exporting the Product IDs and Machine Keys to a .csv file to reduce activation-related administrator overhead


  • UMT Project Financial Server and UMT Workflow Designer have been rebranded to UMT Project Essentials, which will include 2 separate SKUs: UMT Project Essentials (Std) and UMT Project Essentials Pro. For more details and functionality break-down visit product capability matrix page
  • Unified product activation and license management
  • Workflow design capabilities are now accessible via the Project Essentials Settings portal using the View Workflows (UMT Project Essentials) and Edit Workflows (UMT Project Essentials Pro)

Improvements to the UMT Project Essentials workflow design capabilities

  • Major interface overhaul, including new shapes, ability to freely move stage icons on the screen and automatic drawing of transition arrows
  • New Ribbon option for Adding Multiple Stages
  • New dialog for automatically restarting affected projects when workflows are updated and republished
  • Ability to create new stage based on existing stage
  • Improvements on staying in current stage on transitions

UI/Display fixes

  • Current workflow name is now visible on the screen
  • Improvements to Finnish language pack
  • New global option for controlling the automatic mapping of financial values to Custom Fields. The option can be override at the EPT level
  • Improvements to Manage Stage Settings on creating transitions and validations
  • Display improvements for financial values when unchecking the Show currency symbol for financial values setting global setting
  • Improvements to handling EPTs with no workflows and without any stages
  • Improvements to displaying submitted actuals periods in Project Essentials Settings – Review Actuals


  • New public method for adding or changing the Cost Tree Templates to a project: Integration.UpdateInstanceCostTreeTemplate
  • New public method for updating actuals period status: Granularity.SetPeriodStatus
  • New event fired when an actuals period is submitted: OnActualWorkflowStarted
  • New event fired after the status of an actuals period has been changed: OnActualsPeriodStatusChanged
  • Added ProjectUid, StageUid, StageName to the existing StageValidating and StageTransition events

Other fixes

  • Better handling of host header mode
  • Various performance and reliability improvements

Version history:
UMT Project Essentials

  • RTM: 1.0.4729.1000

UMT Project Financial Server 2010

  • RTM: 1.0.3023.1001
  • SP1: 1.0.3602.1000
  • CU1: 1.0.3825.1000
  • CU2: 1.0.4106.1000
  • CU3: 1.0.4322.1000
  • CU4: 1.0.4514.1003

What do you think?