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Expanding annotations text area
Customer requested in ticket #64905 that we should have the ability to expand the text area for Annotations (in project) so that it can be easily read and edited. This will be useful when the footnotes/endnotes are very long.
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Default setting for Recommendation panel
Whenever we go to answering page of a project, the Recommendations panel opens by default. Currently there is no setting to keep this panel collapsed by default. Customer asked this in ticket #64928. I have also thought of this idea in the past. Such a setting can be placed in My Account > Preferences > Display - just like…
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Vendors should have ability to update the role and add multiple administrators
Vendors should be able to update user roles and add multiple administrators. Currently, only the Restricted Super Admin can view all projects. For the Manager role users, they need to be added each time a new proposal is created in the vendor instance. If a user is not added to a proposal, they cannot view the new proposal.
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Save subsections & sections as entire section options to library
We need to allow the ability to save back sections along with subsections back to the library. A check mark "do you want to save all the subsections along with this parent section" when creating a template.
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Ability to disable Announcement for team members for Issued project
Currently, if the announcement is published, it will notify all the team members associated with the proposal. The ability to disable announcements for team members for the issued project- Requested by CAPTRUST
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Request-Close score feature
The issuer should have the ability to close the scoring option for scorers once the scoring due date has passed.
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Intake for Requests: Custom fileds
Can we open up the Intake for Requests feature to allow for custom fields? Currently, I can only add a source document, give the project a name, set a publish date, and a $ value for the deal. In most conversations I have w/ prospects, they essentially want to be able to turn a tool like Intake into a survey to gather…
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Enhancement Custom Project Type Options = Auto Invite
auto invite is not an option when creating a custom public project type within organization settings > request management > type and then selecting 'public RFP'. This means you'll have to select it every time you start a new public RFP project.
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Notifications for non autoinvite public RFP's
When public RFP's are enabled and auto-invite is not enabled, project owners are not getting email notifications that IV's are attempting to access the project and fill out the questionnaire. Work around is project owners have to focus on the project and check the manage responders tab to ensure there aren't any new…
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Project Notes - Linked to Business Units
Allow for Project Notes to be assigned by Business Unit Client: GE Healthcare Use Case: Project Types are the same across Business Units/Regions but different BUs have different use cases for Project Notes.