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Filtering archived projects based on Current/Completed/Cancelled/Trash
It is possible to filter active projects based on Current/Completed/Cancelled. But it is not possible to do this for archived projects. Customer asked if it possible to do this. Ticket number - 64489 It will be useful if we have such a filter for archived projects.
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Ability to add Tags to a Section Description when "Save to Library" is enabled
Client Fortrea heavily leverages Section Templates & Descriptions, and when they'd like to save to the Library there is not an option to add a Tag, which adds more time to their process once it hits the Library. They would like to have the same option as a Q&A pair to add a Tag to a Description. Please see the request in…
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Projects | Task Name and Time to show in completeness (currently shows as ….) - Optum
The Responsive Projects>Tasks(project tasks)>Calendar view should show complete task properties like full name, time, date, priority, etc. to all the project members and project managers. It will be good if this can be extended to all project task types and not limited to project level tasks.
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Drop Down Options Selected: Need Full Visibility of Selection
Hello Product Team, Currently, we have limited visibility of drop down options selected in a project. This makes it hard to review our responses, making it more of a difficult and time-consuming task. It also creates more risk in the proposal process, as it's hard to ensure the proper drop-down options are selected,…
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Completed tasks should not be showing up on the My Work dashboard
Nuveen reported that task notifications is that after the user completes a review task, the task still appears in their "My Work" page. This creates confusion and makes it difficult to track which tasks are actually pending. Additionally, when a section is reopened after being marked as complete, the user receives a…
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User Requesting a Project Recovery Option in the Application
Several users requesting project restoration have suggested adding a Project Recovery option directly within the application. The current process can be time-consuming, as it involves checking available timestamps with DevOps, communicating the details to the user, and awaiting confirmation before proceeding with…
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Having the entire response fit within the answer column rather than appearing below the question
The client's preference is to have the entire response fit within the answer column rather than appearing below the question. Ticket ID : 61002
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Description Section Save prompts - Option to choose "All" Edits
Client Fortrea has a large team with a highly collaborative proposal process. There could be mulitple users in a section description making changes and all those changes are valid - the users often work on different parts of the section description so all changes are acceptable and should be kept. It would be extremely…
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To display section name in Discussion tab when commenting on a section description.
When providing comments on a section in the discussion feature, the section name is displayed correctly. However, when commenting on the section description, the section name does not appear, leading to confusion for the customer. So they wanted to know whether there is an option to link the section and section description…
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Ability to use shift and drag while mapping in document versus lasso tool
VML would like the ability to use keyboard short cuts while importing versus the lasso tool.