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Concourse Feedback


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Workspace Creation

Salesforce Opp ID - be able to edit and add more

Workspace owners should be able to edit the SF ID after the work space has been created. Why: It may be wrong. Parent Opp ID may have changed. Scope of work make have changed which has a different ID. Be able to add add child Opp IDs. Why: ...
Kusum Bisht about 2 months ago in Settings 2 PM Refinement

Concourse 2.0: task import feature - copy from previous scope

Many users would like to reuse plans from existing Workspaces where a lot of time was spent bringing a delivery map to life. A feature like TASK IMPORT (that exists in Concourse 1.0) would highly raise Concourse 2.0 adoption: upon creation a user ...
Aleksandra Yujaninova about 2 years ago in Canada 4 PM Refinement

Opportunity to improve UX during workspace creation

With the Legacy DMs retired, we can directly route the user to the workspace creation page instead of asking the user to choose PDM (which is the only option).
Shyam Kumar Gopalakrishna 3 months ago in Other / United States 1 In Progress

Clear information for the users regarding Client's access to PDM workspaces

While supporting Italian tests of PDM tools, we faced following situation: Test workspace and scope were created Scope was activated Team wanted to add access to test workspace for Client and other external users. Because the scope was alr...
Pawel Wojtaszko 3 months ago in Salesforce 1 In Review

Multi-Tech - Workspace set up guidance requirement

Links to multiple areas of Concourse and also Jira Cloud - a requirement to have clear scenario based and Practice approved guidance on scoping and workspace creation flow for multi-tech engagements (both single territory and multi-territory/AC de...
Rose Leeson 3 months ago in Other 1 In Review

Multiple Salesforce IDs in a Concourse Project Space

Put Simply: Allow any Concourse Project Space to have many Salesforce Opportunity IDs associated to enable project extensions, change orders, phases, etc. to use the same integrated systems like Teams, Save It, Jira, throughout execution of longst...
Garrett Kelchner over 1 year ago in Other 1 PM Refinement

Delivery Date Range UI

When inputting the Delivery Date Range, the UI is wonky and often hard to select dates. Should be able to type in dates but it isn't clear how to type them in with the "to" in the middle. Needs to be refined so it is easier to select and type.
Brittany McCann over 1 year ago in United States / Workspace Creation 2 Dev Refinement

Automated Workspace & Solution Studio Intake via Salesforce Trigger

🚀 Automated Workspace & Solution Studio Intake via Salesforce Trigger Put Simply Enable Salesforce to automatically trigger workspace creation in Concourse and initiate a Solution Studio intake, replacing manual Microsoft Forms and enabling Ji...
Kelly Hughes about 1 year ago in  0 PM Refinement

Inconsistency in user import template for workspace users in Concourse

While importing users list to Concourse workspace, i first downloaded template file. After filling the columns, I had problems with import, as import popup was stating the file is not consistent with the template. After downloading the current use...
Pawel Wojtaszko 6 months ago in  0 In Review

Concourse users import summary to be displayed longer

While importing users from CSV file, after "Import" button is clicked, users were imported. However, a small popup appeared with information about some of the users not being included in the import - this popup was displayed for maybe 2 seconds an...
Pawel Wojtaszko 6 months ago in Other 1 In Review