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Release 7.0 Notes

We’re excited to introduce PM3 Release 7.0, a major step forward for configurability and intelligence. This release delivers two game-changing innovations, Configurable Logs & PM3 Genie. Alongside these headline features, we’ve introduced enhancements to finances, resourcing, reporting and system performance all designed to make PM3 smarter, faster and more flexible.

1.    New Functionality

Customisable Logs

The new Configurable Logs capability is a powerful enhancement introduced to PM3. It gives you complete freedom to design, name, and structure your own Logs to match the way your organisation works.

With Configurable Logs, you’re no longer limited to the standard PM3 log types like Risks, Dependencies, or Decisions. You can now create new Logs for any governance or tracking need, for example:

  • Change Logs to record project or programme change requests and approvals.

  • Purchase Order (PO) Logs to track financial commitments and vendor spend.

  • Audit or Compliance Logs to meet internal and external reporting requirements.

Creating a new Log type is simple. From Admin > Log Definitions, you can:

  • Give your Log a custom name that fits your organisation’s language.

  • Add and reorder custom fields and columns to capture exactly the data you need — from text, dates, dropdowns, and owners, to RAG ratings and references.

  • Control access and visibility by UI Group and licence type, ensuring each team only sees what’s relevant to them.

Once created, your custom Logs appear under the unified Logs tab within each Plan, Programme, or BCP, just like the standard RAIDD logs. They can be added, updated, reported on, and even exported through Datamart using the new GetAllLogs function, giving you instant visibility across your entire portfolio.

See here for more information on setting logs up.

PM3Genie AI

We’re proud to introduce the next evolution of PM3 Genie, now an AI-powered co-pilot designed to make PM3 smarter, more intuitive and more helpful than ever before.

Built on Microsoft Co-Pilot technology and seamlessly integrated into PM3, Genie can now understand natural language queries and provide instant, intelligent answers using the PM3 Knowledge Hub as the source of truth. Whether you need help navigating a feature, finding a report, or learning how to configure something, Genie is there to guide you every step of the way.

What PM3 Genie Can Do Today

  • Instant guidance and support: Ask Genie how to do something in PM3, it will explain or take you directly to the right place.

  • Smart search: Instead of scrolling through help pages, simply ask Genie a question and it will summarise key information for you.

  • Onboarding made easy: New users can get up to speed faster with Genie acting as an always-available mentor inside PM3.

Benefit: Teams spend less time searching for information and more time focusing on delivery, with answers and help available on demand.

Just the Beginning

PM3 Genie’s new AI co-pilot marks the start of an exciting journey to bring intelligent automation and insight across the platform.

Future releases will expand Genie’s capabilities to include:

  • Proactive suggestions – helping users spot risks, overdue actions, or data inconsistencies before they become issues.

  • AI-driven insights – surfacing trends and anomalies across projects, programmes, and portfolios.

  • Natural-language reporting – allowing users to ask Genie to “summarise this programme’s financial performance” or “show me overdue risks”.

  • Smart configuration help – guiding administrators through setup and best practice automatically.

See here for more information on using Genie AI.

Programme and BCP-Level Finances

Managing finances across complex portfolios is now simpler and more transparent with the introduction of Programme-Level and BCP-Level Finances in PM3.

Previously, financial data could only be entered at the Project level, which then rolled up automatically to Programmes and BCPs. While this provided visibility of totals, it meant that Programme Managers couldn’t directly record or adjust financial figures specific to their level of governance.

With Release 7.0, that changes. You can now enter, manage, and report on financial data directly at the Programme and BCP levels, giving you the flexibility to reflect costs, budgets, and funding that apply across multiple projects without needing to modify each one.

See here for more information on Programme/BCP finances.

All print and exported reports at both Programme and BCP levels have been updated to reflect this new structure. The improved layout clearly distinguishes between local and rolled-up totals, helping stakeholders see where budgets are being spent and how overall financial positions are derived.

Resourcing Capacity – New ‘By Plan’ View

We’ve introduced a new ‘By Plan’ view on the Resourcing > Resource Capacity screen, giving you a clearer picture of where your resources are being used across projects and programmes.

This view groups resource demand by Plan, helping managers quickly understand how effort and capacity are distributed across the portfolio. It’s ideal for identifying which projects are heavily loaded, where resources are stretched, and how demand shifts over time.

Only Plans with active demand in the selected time window are displayed, keeping the view focused and uncluttered. If a resource appears in multiple Plans, they’ll be shown under each providing a complete, transparent picture of their commitments.

The view is read-only to maintain data integrity, ensuring that capacity adjustments are made centrally through the By Role view.

See here for more information on Resource Capacity views.

2. Other Improvements

  • Switch Master Portfolio: Reassign portfolios in one click.

  • Partition Licensing: Clearer pro-rata visibility.

  • Comma-Separated Figures: Cleaner financial data.

  • Resource Approvals: Option to include data outside the visible window.

  • Gantt Alerts: Warnings for multi-user edits.

  • PM3Time Integration: Streamlined login using company URLs.

  • Report Scheduling: Schedule reports in Word, PDF, Excel, or PNG.

3. PM3BI and Reporting

Enhanced Datamart exports, improved variance and milestone reports, and sharper layouts make reporting more accurate and executive-ready.

4. Technical & Security Upgrades

Improved access control, email reliability, and onboarding, with full PEN test remediation and backend optimisations for faster performance. Highlights include extending the Account creation email expiry and refinement of the AI agent response quality.

8. Quality Improvements

Over 50 fixes across finances, resourcing, and reporting deliver smoother, more consistent performance throughout PM3. The key fixes are listed below, if there is a specific fix you are looking for please reach out to your Account Manager for it's latest status.

#24798

'Administrator Email Address' reinstated Admin-> Customisation page

#24848

Portfolio Team tab now hidden when set as 'no' in 'Show Portfolio Team tab' setting

#25004

'Target Likelihood' now visible when adding a risk

#26339

Adding Person to a partition now adds Personal Root Portfolio

#22420

Admin Gateways > Creating a new gateway no longer causes Milestone Owner's to be duplicated

#24728

Copy & Paste > Now working/highlighting on multiple text fields

#24347

Home > Projects: Symbol column reinstated

#21961

Risks & Issues > Adding a new risk now saves 'Overridden' status

#16101

Actions > The 'Action Resolution' field now formats correctly

#18577

Copy Project > Fixed a back-end issue relating to Workstreams owners

#24854

Text fields > Fixed issue with hidden characters in PM3BI Extractor

#24974

Admin > General - Fixed an error that would appear when changing Period Definitions

#24437

Admin > Customisation - Error no longer thrown when trying to remove 'Location' from dropdown

#27014

Risks & Issues > Fixed issue where Highlight , Copy & Paste on text fields were not working 

#27059

Gantt Chart > Adding a task no longer automatically creates a milestone

#27168

Gantt Chart > Contents no longer disappeared after an error is thrown

#27185

Gantt Chart > Error no longer thrown when adding/deleting tasks on some plans

#27204

Import Project > 'Importing Project' message no longer after selecting 'Cancel' on the Import message

#24484

Plan Team > Fixed issue where OO users could not be removed

#26821

'PM3 Admin1' and 'PM3 Creator1' accounts no longer visible in the dropdown while adding a Plan/BCP/Programme

#26844

Fully Delete a User > Validation error message no longer appears

#24984

PM3Time Import > Error no longer thrown when person doesn't exist in PM3Time

#26294

Actions > Fixed issue with Collapse/Expand

#24895

Gateway Definitions > Fixed issue where moving row up/down did not work as intended

#24837

Rich Text Fields > Improved reliablility of page autosaving after a change is made

#24936

Revised End History > Now able to delete a date

#24619

Fully Deleting a User > No longer throws error

#24642

Actions > Subactions no longer displayed when 'Show Subaction' checkbox is not checked

#22309

Milestone Plan > If non-admin user tries to add a Date Completed date for a Gateway Milestone, when this setting is disabled int he admin page, a validation message will appear instead of an error

#24673

Resource Details > Resource Managers can now access ALL Roles

#26759

Financials > System now interprets commas correctly

#26423

Action_InsertOverdue SP > Fixed a back-end issue with a database stored procedure

#22456

Delivery Status RAG > Improved synchronisation between Delivery Status KPI's and the Overall Plan RAG status

  #27324

  Report Schedule now displays ‘End of Month’ properly

  #27347

  Finances reports now reflect total roll up of Capex and Opex

  #27231

  Risk & Issues > Fixed issue with horizontal scroll on Risk/Issues view

  #27385

Risks & Issues > 'Target Likelihood', 'Target Control' and 'Target Rating' have been removed from Issues. Additionally on Risks, 'Target Severity' now behaves exactly same as 'Inherent Severity' and 'Residual Severity'