NH360 Portfolio Insights

NH360 Portfolio Insights connector enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. It connects disparate silos across the enterprise and provides 360 degrees of insight to help ensure that all investments are derived from – and continuously align with – strategic priorities. Connect to NH360 Portfolio Insights to plan, manage, and adjust your initiatives, projects, epics and more.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name NH360 Support
URL https://www.northhighland.com/contact-us
Email spm-support@northhighland.com
Connector Metadata
Publisher UMT Software
Website https://www.northhighland.com/strategic-portfolio-manager
Privacy policy https://www.northhighland.com/nh360-privacy-policy
Categories Business Management

NH360 Portfolio Insights Connector enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. The NH360 Portfolio Insights connector allows users to automate business processes and create workflows based on events in the NH360 Portfolio Insights site. Additionally, it enables users to easily access and use the 360 Portfolio Insights data in Power Apps and create integrations with other applications using Power Automate.

Prerequisites

Before you can use take advantages of the NH360 Portfolio Insights Connector, you must have:

  • A NH360 Portfolio Insights subscription
  • A NH360 Portfolio Insights site which allows connection requests from the connector
  • User with access rights to the NH360 Portfolio Insights site

How to get credentials

Contact us to start using NH360 Portfolio Insights: Contact Us

Get started with your connector

To use the NH360 Portfolio Insights Connector, the first step is to obtain the URL of the NH360 Portfolio Insights site, which can be found in the browser's address bar. Once you have the URL, you can begin accessing data from the instance and writing flows using the connector.

In all actions and triggers, the URL is used as the "Site URL" parameter, which is the absolute URL of your NH360 Portfolio Insights site. The remaining parameters of actions and triggers are dynamically populated or can be set manually if the user knows exactly what they are looking for.

Common use cases for the NH360 Portfolio Insights connector include integration scenarios between NH360 Portfolio Insights and Microsoft Teams, automating complex approval processes using Power Automate, creating bi-directional data integration with 3rd-party applications, and more.

Common errors and remedies

  • Status Code 400:
    * The input to the connector was not correct. Check if the "Site URL" inserted is a correct one. It must be a secure site (https) * If error occurred on "Create entity" action make sure the name of inserted entity is Unique

  • Status Code 401: Authorization has been denied for this request. * Check if the user used for the connection has rights in NH360 Portfolio Insights site provided.
    * Check if the connection is still active. Authenticate your connection to resolve this problem.

  • Status Code 404: Endpoint not found. Check the latest documentation of the connector and see if used action/trigger is still supported. Retry the action later and if the error persists, contact support and specify the action/trigger used in the flow.

  • Status Code 500: Server error. Retry the action later and if the error persists, contact connector support and provide details such as: action/trigger used in the flow, NH360 Portfolio Insights site, name of the user that encountered the problems.

  • Dynamic dropdown is not filled and returns an authorization error - to fix this, click on the "..." from the top right of the current step, go to "My connections" and select an existing connection or add a new connection if none exists. In the new popup that opens, enter the credentials required for authorization.

FAQ

  • Do I need to have extra knowledge to use the NH360 NH360 Portfolio Insights connector? For example, do I need to know an entity ID to get field values? No, there is no need to have any extra knowledge to use the NH360 Portfolio Insights connector. The connector uses dynamic dropdowns, and the user can select everything they need in the flow from there. You do not need to know how to get an entity ID or other IDs from the 360 Portfolio Insights site. If you already know the ID, you can insert it using 'Enter custom value'.

  • I need more details. Who can I reach out to? If you need more details, you can reach out to spm-support@northhighland.com. Please specify 'NH360 Portfolio Insights connector' in the subject of your email.

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Add a new entry to the entity's history log

Add an entry to the entity history of the selected entity.
Add resource to entity

Assign a resource to an entity.
Create entity -strict

Create a new entity in the NH360 Portfolio Insights site. Always returns HTTP 200. If an error occurs, it is included in the response's error list without any retry attempts.
Create entity [DEPRECATED]

Create a new entity in the NH360 Portfolio Insights site.
Create entity relationship

Create a new relationship between two entities.
Create milestone

Creates a new milestone for an entity.
Delete entity

Deletes an existing entity.
Execute Stage Transition

Executes an entity stage transition.
Get entity

Returns properties of the selected entity.
Get entity -strict

Returns properties of the selected entity. Always returns HTTP 200. If an error occurs, it is included in the response's error list without any retry attempts.
Get entity field value

Returns the value of a specific entity field for the selected entity.
Get entity field values odata -strict

Returns a list with all entity fields and their values for the selected entity. The fields are returned within the Data property of the response. Always returns HTTP 200. If the OData query is malformed, the error is included in the response's error list without any retry attempts.
Get entity fields

Returns a list with all fields in the NH360 Portfolio Insights site, including their unique identifiers.
Get entity fields values

Returns a list with all entity fields and their values for the selected entity.
Get financial custom field value

Returns the value of a financial custom field for the selected entity.
Get lifecycle approval request details

Retrieves detailed information for a specific lifecycle approval request.
Get lifecycle approval requests by approver

Returns all lifecycle approval requests for which the current user is an approver.
Get lifecycle approval requests by entity

Returns all lifecycle approval requests for the selected entity.
Get option set values

Returns a list with all available values of the selected option set.
Get resources assigned to entity

Returns all the names and unique identifiers of all resources assigned to the selected entity.
Get the entity's stage validation status

Returns the stage validation status for the selected entity.
List all entities

Returns a list with all entities from the NH360 Portfolio Insights site.
List all entities -strict

Returns a list with all entities from the NH360 Portfolio Insights site. Always returns HTTP 200. If an error occurs, it is included in the response's error list without any retry attempts.
List all option sets

Returns a list with all option sets from the NH360 Portfolio Insights site.
List entity history entries

Retrieve a list of all entries in the entity history of the selected entity.
List entity types

Returns a list with all entity types from the NH360 Portfolio Insights site.
Read milestone

Reads the properties of the selected milestone.
Read milestone field value

Reads the value of a single milestone field for the selected milestone.
Read milestone field values

Reads the values of multiple milestone fields for the selected milestone.
Read milestones of an entity

Returns the milestones for the selected entity.
Set lifecycle approval response

Updates the response of the selected lifecycle approval request.
Update entity field value

Update the value of a single entity field. For fields that use option sets, the value should be set using the option set value's unique identifier.
Update entity field value -strict

Update the value of a single entity field. For fields that use option sets, the value should be set using the option set value's unique identifier. Always returns HTTP 200. If an error occurs, it is included in the response's error list without any retry attempts.
Update entity fields values

Update the values of multiple entity fields. For fields that use option sets, each value should be set using the option set value's unique identifier.
Update entity fields values -strict

Update the values of multiple entity fields. For fields that use option sets, each value should be set using the option set value's unique identifier. Always returns HTTP 200. If an error occurs, it is included in the response's error list without any retry attempts.
Update financial custom field

Update the values of a single financial custom field for the selected entity. For fields that use option sets, the value should be set using the option set value's unique identifier.
Update financial custom fields values

Update the values of multiple financial custom fields for the selected entity. For fields that use option sets, each value should be set using the option set value's unique identifier.
Update milestone

Updates the properties of the selected milestone.
Update milestone field value

Updates the value of a single milestone field for the selected milestone.
Update milestone field values

Updates the values of multiple milestone fields for the selected milestone.

Add a new entry to the entity's history log

Operation ID:
FinancialEntitiesLogEntityHistoryEntry

Add an entry to the entity history of the selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Activity type
 activityType True string

Insert the activity type (ex: Entity field value changed )
Activity icon
 activityTypeIcon True string

Select or insert a fluent UI Icon (ex: AddLink).
Activity Details
 activityDetails True string

Insert some activity details
Add power apps user as initiator
 initiator True string

Select if user from power apps is consider initiator

Add resource to entity

Operation ID:
FinancialEntitiesAddEntityResource

Assign a resource to an entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityUid True uuid

Choose entity by name or input an entity Uid
Resource
 resourceUid True uuid

Choose resource by name or input a resource Uid.

Returns

response
uuid

Create entity -strict

Operation ID:
FinancialEntitiesCreateEntityNoRetry

Create a new entity in the NH360 Portfolio Insights site. Always returns HTTP 200. If an error occurs, it is included in the response's error list without any retry attempts.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity Type
 entityTypeUid True uuid

Choose an Entity Type to create the entity.
Entity Name
 entityName True string

Input a unique name for the entity.

Returns

Body
CallResultWithData

Create entity [DEPRECATED]

Operation ID:
FinancialEntitiesCreateEntity

Create a new entity in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity Type
 entityTypeUid True uuid

Choose an Entity Type to create the entity.
Entity Name
 entityName True string

Input a unique name for the entity.

Returns

response
uuid

Create entity relationship

Operation ID:
FinancialEntitiesCreateEntityRelationship

Create a new relationship between two entities.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Related Entity
 relatedEntityId True uuid

Choose a related entity by name or input an entity Uid.

Returns

Body
CallResult

Create milestone

Operation ID:
MilestonesCreateMilestone

Creates a new milestone for an entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Name
 name True string

The name of the milestone (max 255 characters)
Planned Date
 plannedDate True string

The planned date for the milestone (e.g. 2026-02-25 or 2026-02-25T00:00:00Z)
Description
 description string

A detailed description of the milestone (max 2000 characters)
Show in Roadmaps
 showInRoadmaps boolean

Whether the milestone is displayed in roadmaps

Returns

response
uuid

Delete entity

Operation ID:
FinancialEntitiesDeleteEntity

Deletes an existing entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.

Execute Stage Transition

Operation ID:
FinancialEntitiesExecuteStageTransition

Executes an entity stage transition.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Stage
 stageId uuid

Choose stage by name or input a stage Uid.

Get entity

Operation ID:
FinancialEntitiesGetEntity

Returns properties of the selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Columns
 selectColumns string

Use OData syntax to select only desired columns

Returns

Body
Entity

Get entity -strict

Operation ID:
FinancialEntitiesGetEntityNoRetry

Returns properties of the selected entity. Always returns HTTP 200. If an error occurs, it is included in the response's error list without any retry attempts.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Columns
 selectColumns string

Use OData syntax to select only desired columns

Returns

Body
CallResultWithData

Get entity field value

Operation ID:
FinancialEntitiesGetEntityFieldValue

Returns the value of a specific entity field for the selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Field
 fieldIdentifier True string

The custom field to read

Returns

Body
FieldValue

Get entity field values odata -strict

Operation ID:
FinancialEntitiesGetEntityFieldValuesODataNoRetry

Returns a list with all entity fields and their values for the selected entity. The fields are returned within the Data property of the response. Always returns HTTP 200. If the OData query is malformed, the error is included in the response's error list without any retry attempts.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Filter
 filter string

Use OData syntax to filter the entity fields read.

Returns

Body
CallResultWithData

Get entity fields

Operation ID:
FinancialEntitiesGetEntityFields

Returns a list with all fields in the NH360 Portfolio Insights site, including their unique identifiers.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.

Returns

response
array of Item

Get entity fields values

Operation ID:
FinancialEntitiesGetEntityFieldValues

Returns a list with all entity fields and their values for the selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.

Returns

response
array of FieldValue

Get financial custom field value

Operation ID:
FinancialEntitiesGetFinancialCustomFieldValue

Returns the value of a financial custom field for the selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Financial Type
 eftId True uuid

Choose an Enterprise Financial Type or input its Uid.
Financial Dimension
 fdId True uuid

Choose a Financial Dimension or input its Uid.
Financial Category
 fnId True uuid

Choose a Financial Category or input its Uid.
Allocation Center
 centerId True uuid

Choose an Allocation Center or input its Uid.
Financial Custom Field
 fieldIdentifier True string

Choose a Financial Custom Field or input its Uid.

Returns

Body
CustomFieldValueCreationInformation

Get lifecycle approval request details

Operation ID:
EntityLifecycleGetLifecycleApprovalRequestDetails

Retrieves detailed information for a specific lifecycle approval request.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Request Instance
 requestInstanceId True uuid

Input the approval request instance Uid.

Returns

Body
LifecycleApprovalRequest

Get lifecycle approval requests by approver

Operation ID:
EntityLifecycleGetLifecycleApprovalRequestsByUser

Returns all lifecycle approval requests for which the current user is an approver.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Approver Login Name
 approver True string

Login name used to identify the approver
Status
 status integer

Filter by approval status (0 = Pending, 1 = Completed).

Returns

response
array of LifecycleApprovalRequest

Get lifecycle approval requests by entity

Operation ID:
EntityLifecycleGetLifecycleApprovalRequestsByEntity

Returns all lifecycle approval requests for the selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Status
 status integer

Filter by approval status (0 = Pending, 1 = Completed).

Returns

response
array of LifecycleApprovalRequest

Get option set values

Operation ID:
LookupTableGetLookupTableValues

Returns a list with all available values of the selected option set.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Option Set
 optionSetUid True uuid

Choose option set by name or input an option set Uid.

Returns

response
array of Item

Get resources assigned to entity

Operation ID:
FinancialEntitiesGetEntityResources

Returns all the names and unique identifiers of all resources assigned to the selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityUid True uuid

Choose entity by name or input an entity Uid.

Returns

response
array of Resource

Get the entity's stage validation status

Operation ID:
FinancialEntitiesExecuteStageValidation

Returns the stage validation status for the selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Stage
 stageId uuid

Choose stage by name or input stage Uid.

Returns

response
boolean

List all entities

Operation ID:
FinancialEntitiesGetAllEntities

Returns a list with all entities from the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Filter
 filter string

Use OData syntax to filter the entities read
Columns
 selectColumns string

Use OData syntax to select only desired columns

Returns

response
array of Entity

List all entities -strict

Operation ID:
FinancialEntitiesGetAllEntitiesNoRetry

Returns a list with all entities from the NH360 Portfolio Insights site. Always returns HTTP 200. If an error occurs, it is included in the response's error list without any retry attempts.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Filter
 filter string

Use OData syntax to filter the entities read
Columns
 selectColumns string

Use OData syntax to select only desired columns

Returns

Body
CallResultWithData

List all option sets

Operation ID:
LookupTableGetLookupTables

Returns a list with all option sets from the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site

Returns

response
array of Item

List entity history entries

Operation ID:
FinancialEntitiesGetEntityHistoryEntries

Retrieve a list of all entries in the entity history of the selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.

Returns

response
array of EntityHistoryEntry

List entity types

Operation ID:
EntityTypesGetEntityTypes

Returns a list with all entity types from the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site

Returns

response
array of Item

Read milestone

Operation ID:
MilestonesGetMilestone

Reads the properties of the selected milestone.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Entity
Milestone
 milestoneId True uuid

Milestone

Returns

Body
EntityMilestone

Read milestone field value

Operation ID:
MilestonesGetMilestoneFieldValue

Reads the value of a single milestone field for the selected milestone.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Entity
Milestone
 milestoneId True uuid

Milestone
Field
 fieldName True string

Field

Returns

Body
FieldValue

Read milestone field values

Operation ID:
MilestonesGetMilestoneFieldValues

Reads the values of multiple milestone fields for the selected milestone.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Entity
Milestone
 milestoneId True uuid

Milestone

Returns

response
array of FieldValue

Read milestones of an entity

Operation ID:
MilestonesGetMilestones

Returns the milestones for the selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.

Returns

response
array of Item

Set lifecycle approval response

Operation ID:
EntityLifecycleSetLifecycleApprovalResponse

Updates the response of the selected lifecycle approval request.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Approval request
 requestUid True uuid

Choose approval request by name or input a request Uid.
Response type
 response True integer

Choose a response type.
Comment
 comment string

Enter an optional comment.

Update entity field value

Operation ID:
FinancialEntitiesSetEntityFieldValue

Update the value of a single entity field. For fields that use option sets, the value should be set using the option set value's unique identifier.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Field
 fieldIdentifier True string

Choose field by name or input a field Uid.
Value
 value True string

Input the field value. Set to null to clear field value.

Update entity field value -strict

Operation ID:
FinancialEntitiesSetEntityFieldValueNoRetry

Update the value of a single entity field. For fields that use option sets, the value should be set using the option set value's unique identifier. Always returns HTTP 200. If an error occurs, it is included in the response's error list without any retry attempts.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Field
 fieldIdentifier True string

Choose field by name or input a field Uid.
Value
 value True string

Input the field value. Set to null to clear field value.

Returns

Body
CallResult

Update entity fields values

Operation ID:
FinancialEntitiesSetEntityFieldsValues

Update the values of multiple entity fields. For fields that use option sets, each value should be set using the option set value's unique identifier.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Uid
 Uid True string
Value
 Value True string

Update entity fields values -strict

Operation ID:
FinancialEntitiesSetEntityFieldsValuesNoRetry

Update the values of multiple entity fields. For fields that use option sets, each value should be set using the option set value's unique identifier. Always returns HTTP 200. If an error occurs, it is included in the response's error list without any retry attempts.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Uid
 Uid True string
Value
 Value True string

Returns

Body
CallResult

Update financial custom field

Operation ID:
FinancialEntitiesSetCustomFinancialFieldValue

Update the values of a single financial custom field for the selected entity. For fields that use option sets, the value should be set using the option set value's unique identifier.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Financial Type
 eftId True uuid

Choose an Enterprise Financial Type or input its Uid.
Financial Dimension
 fdId True uuid

Choose a Financial Dimension or input its Uid.
Financial Category
 fnId True uuid

Choose a Financial Category or input its Uid.
Allocation Center
 centerId True uuid

Choose an Allocation Center or input its Uid.
Financial Custom Field
 fieldIdentifier True string

Choose a Financial Custom Field or input its Uid.
Value
 value True string

Input the financial field value. Set to null to clear field value.

Update financial custom fields values

Operation ID:
FinancialEntitiesSetCustomFinancialFieldsValues

Update the values of multiple financial custom fields for the selected entity. For fields that use option sets, each value should be set using the option set value's unique identifier.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Financial Type
 eftId True uuid

Choose an Enterprise Financial Type or input its Uid.
Financial Dimension
 fdId True uuid

Choose a Financial Dimension or input its Uid.
Financial Category
 fnId True uuid

Choose a Financial Category or input its Uid.
Allocation Center
 centerId True uuid

Choose an Allocation Center or input its Uid.
Uid
 Uid True string
Value
 Value True string

Update milestone

Operation ID:
MilestonesUpdateMilestone

Updates the properties of the selected milestone.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Entity
Milestone
 milestoneId True uuid

Milestone
Name
 name string

The name of the milestone
Description
 description string

A detailed description
Planned Date
 plannedDate string

The planned date for the milestone (e.g. 2026-02-25 or 2026-02-25T00:00:00Z)
Actual Date
 actualDate string

The actual completion date (e.g. 2026-02-25 or 2026-02-25T00:00:00Z)
Transitional Actual Date
 transitionalActualDate string

The transitional actual date (e.g. 2026-02-25 or 2026-02-25T00:00:00Z)
Show in Roadmaps
 showInRoadmaps boolean

Whether the milestone is displayed in roadmaps
Status
 status string

The status for the milestone

Update milestone field value

Operation ID:
MilestonesSetMilestoneFieldValue

Updates the value of a single milestone field for the selected milestone.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Entity
Milestone
 milestoneId True uuid

Milestone
Field
 fieldName True string

Field
Value
 value True string

Value

Update milestone field values

Operation ID:
MilestonesSetMilestoneFieldsValues

Updates the values of multiple milestone fields for the selected milestone.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Milestone
 milestoneId True uuid

Choose milestone by name or input a milestone Uid.
Uid
 Uid True string
Value
 Value True string

Triggers

On Actuals Approval Workflow Started

Executed when actuals approval workflow starts. (Not supported in NH360 Portfolio Insights 7.)
On Actuals Period Status Changed

Executed when the status of an actuals period has been changed. Status values: Any = 0, Opened = 1, Locked = 2, Archived = 3, Waiting For Approval = 4, Open For Edit = 5, Processing = 6, Not Open = 7. (Not supported in NH360 Portfolio Insights 7.)
On Change Request Created

Executed when a new change request is created.
On Change Request Deleted

Executed when a change request is deleted.
On Change Request Status Changed

Executed when a change request status is changed. Status values: Draft = 0, Pending = 1, Approved = 2, Rejected = 3, None = 4.
On Change Request Updated

Executed when a change request is updated.
On Entity Created

Executed when a new entity is created in the NH360 Portfolio Insights site.
On Entity Deleted

Executed when one or more entities are deleted from the NH360 Portfolio Insights site.
On Entity Updated

Executed when entity fields are updated.
On Financial Values Change

Executed when a financial value is changed.
On Lifecycle Approval Request Changed

Executed when a lifecycle approval request status changes.
On Lifecycle Approval Request Created

Executed when a new lifecycle approval request is created for an approver.
On Milestone Created

Executed when a milestone is created in the NH360 Portfolio Insights site.
On Milestone Deleted

Executed when a milestone is deleted from the NH360 Portfolio Insights site.
On Milestone Updated

Executed when a milestone is edited in the NH360 Portfolio Insights site.
On Process Stage Transition

Executed when an entity changes its workflow stage.
On Relationship Created

Executed each time a new relationship is created in the NH360 Portfolio Insights site.
On Relationship Deleted

Executed each time a relationship is deleted from the NH360 Portfolio Insights site.
On Relationship Updated

Executed each time a relationship is edited in the NH360 Portfolio Insights site.
On Resource Assignment Created

Executed when one or more resources are assigned to an entity’s resource plan.
On Resource Assignment Removed

Executed when one or more resource assignments are deleted from an entity's resource plan.
On Resource Assignment Updated

Executed when one or more resources are reassigned.

On Actuals Approval Workflow Started

Operation ID:
EventsAddActualsApprovalWorkflowStartedHook

Executed when actuals approval workflow starts. (Not supported in NH360 Portfolio Insights 7.)

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteActualsStatusEventArgs

On Actuals Period Status Changed

Operation ID:
EventsAddActualsPeriodStatusChangedHook

Executed when the status of an actuals period has been changed. Status values: Any = 0, Opened = 1, Locked = 2, Archived = 3, Waiting For Approval = 4, Open For Edit = 5, Processing = 6, Not Open = 7. (Not supported in NH360 Portfolio Insights 7.)

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteStageEventArgs

On Change Request Created

Operation ID:
EventsAddChangeRequestCreatedHook

Executed when a new change request is created.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteChangeRequestsEventArgs

On Change Request Deleted

Operation ID:
EventsAddChangeRequestDeletedHook

Executed when a change request is deleted.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteChangeRequestsEventArgs

On Change Request Status Changed

Operation ID:
EventsAddChangeRequestStatusChangedHook

Executed when a change request status is changed. Status values: Draft = 0, Pending = 1, Approved = 2, Rejected = 3, None = 4.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteChangeRequestStatusEventArgs

On Change Request Updated

Operation ID:
EventsAddChangeRequestUpdatedHook

Executed when a change request is updated.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteChangeRequestsEventArgs

On Entity Created

Operation ID:
EventsAddEntityCreatedHook

Executed when a new entity is created in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteEntityEventArgs

On Entity Deleted

Operation ID:
EventsAddEntityDeletedHook

Executed when one or more entities are deleted from the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteEntityDeletedEventArgs

On Entity Updated

Operation ID:
EventsAddEntityUpdatedHook

Executed when entity fields are updated.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteEntityEventArgs

On Financial Values Change

Operation ID:
EventsAddFinancialValuesChangedHook

Executed when a financial value is changed.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteFinancialValuesEventArgs

On Lifecycle Approval Request Changed

Operation ID:
EventsAddApprovalRequestChangedHook

Executed when a lifecycle approval request status changes.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteLifecycleApprovalRequestChangedEventArgs

On Lifecycle Approval Request Created

Operation ID:
EventsAddApprovalRequestCreatedHook

Executed when a new lifecycle approval request is created for an approver.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteLifecycleApprovalRequestCreatedEventArgs

On Milestone Created

Operation ID:
EventsAddMilestoneCreatedHook

Executed when a milestone is created in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteMilestoneEventArgs

On Milestone Deleted

Operation ID:
EventsAddMilestoneDeletedHook

Executed when a milestone is deleted from the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteMilestoneEventArgs

On Milestone Updated

Operation ID:
EventsAddMilestoneUpdatedHook

Executed when a milestone is edited in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteMilestoneEventArgs

On Process Stage Transition

Operation ID:
EventsAddStageTransitionHook

Executed when an entity changes its workflow stage.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteStageEventArgs

On Relationship Created

Operation ID:
EventsAddRelationshipCreatedHook

Executed each time a new relationship is created in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteRelationshipEventArgs

On Relationship Deleted

Operation ID:
EventsAddRelationshipDeletedHook

Executed each time a relationship is deleted from the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteRelationshipEventArgs

On Relationship Updated

Operation ID:
EventsAddRelationshipUpdatedHook

Executed each time a relationship is edited in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteRelationshipEventArgs

On Resource Assignment Created

Operation ID:
EventsAddResourceAssignmentAddedHook

Executed when one or more resources are assigned to an entity’s resource plan.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteAssignmentEventArgs

On Resource Assignment Removed

Operation ID:
EventsAddResourceAssignmentRemovedHook

Executed when one or more resource assignments are deleted from an entity's resource plan.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteAssignmentEventArgs

On Resource Assignment Updated

Operation ID:
EventsAddResourceAssignmentUpdatedHook

Executed when one or more resources are reassigned.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL True string

The absolute URL of your 360 Portfolio Insights site

Returns

Body
RemoteAssignmentEventArgs

Definitions

Item

Name Path Type Description
Id
 Id string
Name
 Name string

EntityHistoryEntry

Name Path Type Description
Id
 Id uuid
EntityId
 EntityId uuid
Date
 Date date-time
DateString
 DateString string
Claim
 Claim string
Initiator
 Initiator string
ActivityType
 ActivityType string
ActivityTypeIcon
 ActivityTypeIcon string
ActivityDetails
 ActivityDetails string

LifecycleApprovalRequest

Name Path Type Description
Id
 Id uuid

The approval request instance unique identifier.
Request Id
 RequestId uuid

The approval request unique identifier.
Entity Id
 EntityId uuid

The entity unique identifier.
Entity Name
 EntityName string

The name of the entity.
Request Name
 RequestName string

The name of the approval request.
Approver Name
 ApproverName string

The display name of the approver.
Approver Email
 ApproverEmail string

The email address of the approver.
Stage Id
 StageId uuid

The lifecycle stage unique identifier.
Stage Name
 StageName string

The name of the lifecycle stage.
Status
 Status string

The approval status (0 = Pending, 1 = Completed).
Requested Date
 RequestedDate date-time

The date the approval was requested.
Completed Date
 CompletedDate date-time

The date the approval was completed. Null if still pending.
Comment
 Comment string

The approver's response comment.
Entity Type Id
 EntityTypeId uuid

The entity type unique identifier.
Entity Type Name
 EntityTypeName string

The name of the entity type.
Requested By Name
 RequestedByName string

The display name of the user who requested the approval.
Requested By Email
 RequestedByEmail string

The email address of the user who requested the approval.
Response Type
 ResponseType string

The type of response given by the approver.

CallResultWithData

Name Path Type Description
Data
 Data
Errors
 Errors array of string
Warnings
 Warnings array of string

Entity

Name Path Type Description
EntityGUID
 EntityGUID uuid
EntityName
 EntityName string
EntityDescription
 EntityDescription string
AllowPartialAggregation
 AllowPartialAggregation boolean
IsChangeRequestEnabled
 IsChangeRequestEnabled boolean
ProviderCurrencyDigits
 ProviderCurrencyDigits integer
ProviderCurrencyCode
 ProviderCurrencyCode string
WorkflowStageGUID
 WorkflowStageGUID uuid
WorkflowStageName
 WorkflowStageName string
CalendarTypeGUID
 CalendarTypeGUID uuid
WorkflowInstanceGUID
 WorkflowInstanceGUID uuid
CalendarGUID
 CalendarGUID uuid
CurrencyCode
 CurrencyCode string
CurrencyCodeDescription
 CurrencyCodeDescription string
CurrencyCodeSymbol
 CurrencyCodeSymbol string
IsCustomRate
 IsCustomRate boolean
GTGUID
 GTGUID uuid
GTName
 GTName string
EntityTypeGUID
 EntityTypeGUID uuid
EntityTypeName
 EntityTypeName string
EntityTypeDescription
 EntityTypeDescription string
StartDate
 StartDate date-time
EndDate
 EndDate date-time

FieldValue

Name Path Type Description
FieldName
 FieldName string
FieldUid
 FieldUid uuid
Value
 Value
NormalizedValue
 NormalizedValue

CallResult

Name Path Type Description
Errors
 Errors array of string
Warnings
 Warnings array of string

CustomFieldValueCreationInformation

Name Path Type Description
FinancialTypeId
 FinancialTypeId uuid
FinancialDimensionId
 FinancialDimensionId uuid
FinancialNodeId
 FinancialNodeId uuid
AllocationCenterId
 AllocationCenterId uuid
Value
 Value
CustomFieldName
 CustomFieldName string
URL
 URL string
FinancialEntityId
 FinancialEntityId uuid

Resource

Name Path Type Description
Email
 Email string
Id
 Id string
Name
 Name string

EntityMilestone

Name Path Type Description
MilestoneId
 MilestoneId uuid
ActualDate
 ActualDate date-time
Description
 Description string
Name
 Name string
PlannedDate
 PlannedDate date-time
Status
 Status integer
TransitionalActualDate
 TransitionalActualDate date-time

RemoteFinancialValuesEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
EntityUid
 EntityUid uuid
EnterpriseFinancialTypeUid
 EnterpriseFinancialTypeUid uuid
DimensionUids
 DimensionUids array of uuid

RemoteEntityEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
EntityUid
 EntityUid uuid
EntityName
 EntityName string
EventInitiator
 EventInitiator string
EntityFields
 EntityFields array of EntityField
EntityTypeUid
 EntityTypeUid uuid

EntityField

Name Path Type Description
Uid
 Uid uuid
Name
 Name string
Value
 Value
PreviousValue
 PreviousValue
NormalizedValue
 NormalizedValue
NormalizedPreviousValue
 NormalizedPreviousValue

RemoteEntityDeletedEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
EntityUids
 EntityUids array of uuid

RemoteStageEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
PreviousStageUid
 PreviousStageUid uuid
PreviousStageName
 PreviousStageName string
ProjectUid
 ProjectUid uuid
ProjectName
 ProjectName string
StageUid
 StageUid uuid
StageName
 StageName string

RemoteActualsStatusEventArgs

Name Path Type Description
OldStatus
 OldStatus integer
NewStatus
 NewStatus integer
SubscriptionToken
 SubscriptionToken uuid
EntityUid
 EntityUid uuid
PeriodStartDate
 PeriodStartDate date-time
PeriodName
 PeriodName string
EnterpriseFinancialTypeUid
 EnterpriseFinancialTypeUid uuid
FinancialDimensionUid
 FinancialDimensionUid uuid

RemoteChangeRequestsEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
EntityUid
 EntityUid uuid
ChangeRequestUid
 ChangeRequestUid uuid

RemoteChangeRequestStatusEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
EntityUid
 EntityUid uuid
ChangeRequestUid
 ChangeRequestUid uuid
OldStatus
 OldStatus integer
NewStatus
 NewStatus integer

RemoteAssignmentEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
ResourceAssignments
 ResourceAssignments array of ResourceAssignments
EntityUid
 EntityUid uuid
EventInitiator
 EventInitiator string

ResourceAssignments

Name Path Type Description
ResourceUid
 ResourceUid uuid
AssignmentUids
 AssignmentUids array of uuid

RemoteMilestoneEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
EntityUid
 EntityUid uuid
MilestoneUids
 MilestoneUids array of uuid

RemoteRelationshipEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
RelationshipDetails
 RelationshipDetails array of RelationshipDetails

RelationshipDetails

Name Path Type Description
MasterEntityUid
 MasterEntityUid uuid
ChildEntityUid
 ChildEntityUid uuid
Percent
 Percent double

RemoteLifecycleApprovalRequestCreatedEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
ApprovalRequestInstanceUid
 ApprovalRequestInstanceUid uuid
EntityUid
 EntityUid uuid
EntityName
 EntityName string
RequestedBy
 RequestedBy string
RequestedDate
 RequestedDate date-time
User
 User LifecycleApprovalRequestUser

LifecycleApprovalRequestUser

Name Path Type Description
Name
 Name string
Email
 Email string

RemoteLifecycleApprovalRequestChangedEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
Comment
 Comment string
Response
 Response string
ResponseDate
 ResponseDate date-time
ResponseType
 ResponseType string
ApprovalRequestInstanceUid
 ApprovalRequestInstanceUid uuid
EntityUid
 EntityUid uuid
EntityName
 EntityName string
RequestedBy
 RequestedBy string
RequestedDate
 RequestedDate date-time
User
 User LifecycleApprovalRequestUser

uuid

uuid

boolean

This is the basic data type 'boolean'.