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Marking a Section as Answered in Projects (Without Counting the Questions w/ No Answers)
Hi there! As we bring more and more RFPs into the Projects tool, our team is looking for a way to mark an entire section of questions as "answered." We've found out how to select an entire section and mark it as "answered" under "more" at the top and then "answer questions." We had hoped that this bulk apply would have…
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Enable Admin to Delete Project Comments (Individually and in Bulk)
I am submitting this enhancement request on behalf of our strategic client Deloitte. Summary: Deloitte’s workflow requires all project-related comments to be deleted once authors complete their first drafts and before projects are assigned to reviewers. The current platform limitations prevent Admin users from performing…
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Organization-Defined Quality Check Rules
Customer: Federated Hermes Problem Statement Federated Hermes uses Responsive to respond to regulated due diligence questionnaires and RFPs in the asset management industry. As part of their compliance review process, they maintain an internal list of prohibited words and phrases (e.g., promissory language) that cannot…
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Platform Performance - A Deep Dive into Your Performance Metrics
Welcome to the first part of our Deep Dive into Your Performance Metrics, where will break down your reporting even further to show why this metric matters and how you can improve your overall performance and achieve even greater results. Want to skip ahead? Learn more about Answer Efficiency and Content Library Health.…
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Automatically Complete Section Reviews When All Assigned Questions Are Reviewed
Customer: Federated Hermes Problem Statement Reviewers are confused by the current two-step review process within Projects. After reviewing every assigned question in a section, the section itself remains “In Progress” until the reviewer manually clicks the “Complete Section” button. Because there is no clear indication…
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Project Template-Specific Task Templates
Project Template-Specific Task Templates Customer: Federated Hermes Use Case Summary Federated Hermes is a large asset management firm that processes approximately 3,100 due diligence questionnaires (DDQs) annually, with roughly 80% consisting of recurring requests. As part of a major efficiency initiative, the team is…
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Projects - Retain Review History After Section is Closed and Reopened
I am submitting this enhancement request on behalf of our strategic client, Microsoft. Request: We request that when a previously closed project section is reopened for edits, the system preserves all historical review data, including the green check marks next to reviewer icons. Current Issue: Reopening a section…
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Projects | Project Tasks to show on the calendar as a ‘bar’ from start to end date (Optum)
The Responsive Projects>Tasks>Calendar view should show project due date ranges as a ‘bar’ or span on the Calendar view (e.g., start date through end date). As a project owner and as other users, I need the ability to see project level due dates as a range in Calendar view so they can quickly review and/or reassign project…
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Projects | Project tasks to display in priority followed by due date/time order (Optum)
The Responsive Projects>Tasks>Calendar view should show project task in priority order followed by date/time due order. For example High Priority Project Tasks show on the very top followed by medium and low priority. The order of precedence is Priority-->Date-->Time
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Projects | Ability to drag and drop project tasks in calendar view (Optum)
As a project owner/manager, they need the ability to drag and drop project due dates using Calendar view so they can quickly change/reassign project dates.