project

Numbering exhibits
Some of our responses contain images labeled as exhibits. Is there an easy way to have them automatically numbered sequentially as they appear in the order of the project? I tried using the auto-increment in Custom Fields, but was not successful. Any suggestions?
Notes or description space for the project templates
It would be easier to differentiate templates if there was note space. We foresee needing multiple templates that have/don’t have a Table of Contents, have/don’t have a cover page, have/don’t have Roman numerals as page numbers, etc etc. This information is a little too wordy to put in the template title.
Project Metadata Response Evidence
Our client, Availity, said that when you go to close out a section the metadata that shows where a response came from goes away (I.e. lightbulb icon, etc.). She wants the ability to have that metadata remain so it allows for her to easily tell where the response came from. She also wants the ability to have a way if the…
Prevent Author Due Date from Exceeding Overall Project Due Date
Problem: An author's due date was incorrectly set to three days after the project's overall due date. This created a situation where the author might believe they had more time to complete their work, despite the external project deadline. Proposed Enhancement:We proposed a feature where the system would prevent the author…
Request for Hyperlink/URL Custom field type - 360learning
Hi Team, 360learning is looking for an option to have the custom field as a clickable item from the Project Dashboard when it have Hyperlink/URL. It should allow them to redirect to that particular URL. Usecase: They would need to access the URL link in the Project Overview page rather than selecting each Project's About…
Enable reordering of out of the box (default) fields within the project's "About" page.
Our customer HPE has requested the ability to reorder the fields on the project's "About" page. Specifically, they are looking to move the "Project Stage" field to the top of the "About" page. The "Project Stage" field needs to frequently be referenced and updated, but with several "custom fields" also appearing on the…
OCR & Search Results - Flawed Logic in Order of Results
Recently, we have started to support OCR, which causes search results to appear based on the words added in the image. (This is great!) However, when searching for keywords, results with those exact keywords in the question or answer do not populate first. They appear after the records with the words in the images. This…
Projects | Ability to edit a project task from Calendar View (Optum)
Projects are driven by project-level milestones (due dates and tasks). The calendar is the primary source for project owners when planning and managing a project.Today, multiple clicks are required to edit a project level task. As a project manager I would like the ability to edit a project task from the calendar view. The…
My Questions view to display the description.
Recording: Clips When we add a description to a question and import the file, the description does not appear when switching from the 'All Questions' view to the 'My Questions' view even though we are the author of the question. Murex has requested that the description should also be visible when switching to My Questions…
SharePoint search functionality to look into specific folders of the sites.
This request is from glen.tamm@wolterskluwer.com While the users can access the SharePoint site from Responsive, they prefer not to have the AI tool ingest all the content. Instead, they would like to specifically capture content from specific folders (Here, the requirement is to capture content from three folders…
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.
ability to download all of the “Project Activities” and “Q&A Activities” from projects in bulk
Super Admins would like to track and do analysis on how long it is taking their team members to answer each question, setup a project, and other project/QA activities. Currently they have to download this data from each project 1 by 1 which is not scalable.
Allow users to update the response when updates are seen in CCL.
Request raised by client "KKR". Recording: https://zoom.us/clips/share/A2F3MRZVVXJielZLV1RJNkY2X3Y4cXdSUzRBAQ After using an QA pair from CCL to answer a project question, the user edits the QA pair in CCL by adding an additional response. When they try to update the answer in that project question, the system does not…
Reference QA pairs should show all the QAs when applying responses from multiple recommendations-
Alliance Bernstein wants to have an option to view all the Q&A pairs when they click on the Bulb icon and then select the Answer Library view icon, if multiple responses are applied from the recommendation. However, now it only shows the most recently used Q&A pair from the Recommendations . Ref id #60711
ADP - The project progress % is not showing in a specific size of the browser
The project progress % is not showing in a specific size of the browser. Once the user zoom out the browser size they're able to see the project progress %. The customer wants the Responsive to get adjusted to their browser size without zooming in or zooming out. Ref id: #59227
"Lesson Learnt" Survey Capability upon project completion
AtkinsRealis is looking to use functionality like this to create a "Lessons Learned Task Template" for their bid managers, which they could report on to benefit future bids. I provided an outline on what it would I ideally look like here:
Ability to re-assign questions back to author at the question level without reopening entire section
Aristotle Capital requests the ability to move or reassign the question back to the author at the question level instead of reopening the entire section to the author. They dynamically answer questions in a project where some authors finish early and need reviews done while others have different due dates within the same…
Change Project Primary During Cloning
Kaiser would like the ability to select a new Project Primary at the beginning of the cloning process. From Kaiser: "When cloning a project the ability to change the user so the previous user doesn't get notified would be very helpful. We would like the Primary contact of the original project to be changed before…
Ability to Fully Utilize Project Template Functionality with Auto-Mapped Questionnaires
Currently, full Project Template functionality is not supported for standard questionnaires that Responsive auto-maps. This includes SIGs, HECVATs, ILPAs, and Proposal Tech questionnaires. We can create a project template from an auto-mapped project, but any answers in that Project Template will NOT carry over to the new…
Project Duplicates - Alternate Questions
Durent the Project Duplicate check after completing a project, instead of just deduping from the content library, offer an option to save questions/answers as alternate pairs.
Ability (While in Archive Queue) to View All Archived Project-Related Documents
Our strategic customer Dentons would like the ability to view ALL documents stored within an archived project (as is, regardless of whether an export package was previously exported). They would like to be able to view the project and all it's supporting documentation (attached) from within the Project Archive queue. They…
Email Status
From Kaiser Permanente: "The ability to see email activity and status in the activities page of a project"

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