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Project Sequential Reviews - Removing Editing Capabilities until it is the Reviewer's Turn
Currently in Projects when you have a sequential review set up, the only feature that is removed is the "Review" Button when it is the reviewer's turn in the review process, but they can access questions and save any edits at any time. This essentially creates an "All" situation as any reviewer can access the Q&A at any…
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Display Associated Answer Information for Document Attachments in Project Documents Menu
Hi Team, We have received a request from the client Dominique regarding a usability enhancement within the Project's Documents menu. Client Request: Currently, users can navigate to the Documents section within a Project to view all the associated documents. However, during their review process, they would like to quickly…
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AI to consider context from Q&A question, description and labels
Microsoft would find it beneficial if the AIA and AI Draft can consider context from question, description and labels from projects when searching for content in the library and generating responses. Currently, we are not considering labels and descriptions in the project when generating answers for a project question…
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Ability to add AI Instructions in org settings per Business Unit.
LinkedIn requested adding instructions for each BU specific in the Org Settings. The instructions for the RFP team will vary for the Information Security team. Currently only platform level AI instructions can be submitted by Super Admin. Can you please advise if this is on the roadmap? Gosia rios
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Section Description content detail visible in Project Activities
Client Fortrea would like to be able to see the content within the Project Activities for Description activity This would include created & deleted sections and would bring parity in what can be see in the activities from the answering page. Ideally, when clicking on the activity for a deleted Section you could see the…
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Marking Entire Projects as Private
A request from IMA Financial Group: They regularly need to engage in project opportunities that are more sensitive in nature in which they need to more significantly limit view/engagement of the project even among admins. The enhancement request would be an extension of the 'Mark Private' function at the section level,…
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PROD-I-679 Notification Dates Are Confusing Between Project Due Date and Individual User Due Date
Client would like to have due dates be clearer on the notifications. LOTS of users look at the Project Due date, but do not read the email further to see when their work is due. I had users with this challenge, too. It's easy to guide users to explain this; however, LOTS of SMEs don't listen to this advice! It's very…
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Audit for Repeat Questions in a Client RFI
A customer has repeatedly received RFIs from prospects / clients where the same question is repeated verbatim throughout the document, in one instance up to 15 times. The ability to Audit for Repeat Questions in Projects would easily allow customers like this to ensure each repeat question is responded to in the exact same…
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Replace inactive users in archived projects
Feedback from Hyland (Ticket #43706) When a Project Primary Contact (PPC) user is deactivated with transfer of ownership, the PPC name will stay the same in the project list page for archived projects. Transfer of ownership is not applicable to archived projects at the moment. The inactive PPC name will be deleted…
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Filtering archived projects based on project status
When a project is archived, its status is either Current (same as open) or Completed or Cancelled. So, when we come to the list of archived projects, we should be able to filter projects based on these project statuses. But currently we are not able to do this. Reference ticket - 64489
