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Ability to Link Projects
In a call with Fortrea, we discussed the ability to link projects, much like linked content capability. This would be super helpful because currently, they might receive two or three LARGE proposals for the same project, and it's easier to split the documents up instead of making one massive project with all documentation.…
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Cloned Project Setting
Request from client, Infor: The client sets up the settings for an individual project to have "Save in the Answer Library" toggled on. In Organization Setting "Save in the Answer Library" is toggled off. When the client goes to clone the project with settings ON, the organization settings overrides the project settings for…
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Ability to disable specific emails
Client Fortrea would like the ability to disable specific emails from being sent. Current behavior the Email Preferences does not allow for the degree of granularity that the client requires, as the toggle setting could impact multiple emails. Desired behavior would allow an option to be added to the "Email Templates" area…
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Adjustable Due Dates on Guest Assignments
This is an enhancement request for the Guest assignment process in Projects to include the ability to adjust the due date. Currently it defaults to the project deadline itself, but we would prefer to have the ability to set that deadline early than the project deadline. This functionality already exists when assigning…
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File imports as well to have default Author reviewer due date to be set
Current behavior: We can configure the Author and reviewer due date to be alerted prior to the project due date under organizational setting—>project—>preference. For instance, the project due date is June 6th. We set the author's and reviewer's due date to be two and three days ahead of time, respectively, and save the…
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Adding "Stage Detail" section to the About page menu
Hi Team, Kaiser Permanente has put in a request to add the "Stage Details" to the menu on About page. Currently, that is the only section that does not show up on the Menu. Can we also add this to the menu so users can be able to see it on the menu? See attached image. You can see that Project Detail does not appear on the…
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Sub question appearing twice under same parent question does not get configured correctly
https://us.v-cdn.net/6037550/uploads/ZW5QGCAFXUQ0/lockton-template-direct-10k-and-under-281-29.xlsx Template file https://us.v-cdn.net/6037550/uploads/U68F00EW0EWY/lockton-original-file-281-29.xlsx Project file Issue Description: Users have reported that when utilizing the project template to create a project with…
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Ability to select at org level auto-respond or Bulk operations as default when AIA purchased.
I have a client who would like to have the ability to lock in auto-respond or bulk operations at the organization level instead of the individual switcher.
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Importing Question Numbers into the Content Library
Hi Team! 👋 A Customer recently brought to my attention that they have responses they'd like to import where the answers or questions reference other questions by question number. For example: "In question 5.4.c, if you answered yes, please elaborate." However, after hours of testing, I have not found a way to bring in the…
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Unable to import excel file with radio buttons
This request is from Juniper. We do not have the option to import this type of file with radio buttons, as of now. Please help with handling this file. PFB link to the file. https://docs.google.com/spreadsheets/d/1Yv5LXVNvojGBqx-vl8EQgg8gCTO18lg6/edit?usp=sharing&ouid=103804520586169404183&rtpof=true&sd=true