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Admin Portal

Search option in Territory

We need to search option in Territory filter as list has increased to 83 , hard for user to seach for specific territory
Nitin Mukesh over 1 year ago in Other / United States 2 PM Refinement

Change Set Governance & Audit Workflow in Admin Portal

🔹 Put Simply Introduce structured change sets into Admin Portal so that content edits (manual or via API) can be grouped, reviewed, tested, and published in a controlled governance workflow with full version history. 🔹 Why It Matters 📦 Instead o...
Carly Hu over 1 year ago in United States 0 In Progress

URL Validation in AP, currently it accept the text

URL Validation in AP , currently it accept the text
Roman Chernyhovsky over 1 year ago in United States 0 Not started

Automatic daily extract of Digital assets in 2.0 AND extract of asset+work items

Automatic daily extract of Digital assets in 2.0 AND extract of asset+work items. Exports should be auto saved in a repository. This is critical from a QA perspective as well as accurate reporting
Roman Chernyhovsky over 1 year ago in United States 0 Not started

Make Industry and Technology attribute mandatory in admin portal

Make Industry and Technology attribute mandatory in admin portal
Roman Chernyhovsky over 1 year ago in United States 0 PM Refinement

Asset Source System Interfaces with Admin Portal

Put Simply Concourse's Admin Portal requires manual replication of asset information and attributes from source systems like Connected Source, LeanIX, Digital Lab, private SharePoints, etc. This results in a large administrative burden required to...
Roman Chernyhovsky over 1 year ago in United States 1 In Progress

Admin Portal: User Template Upload Capability L1 - L4

Users will be able to manage their artifacts through the upload of a document (preferably spreadsheet). This will incorporate existing business process with future state solution 1) Summary Enable admins to upload a structured spreadsheet (CSV/XLS...
Darey Zaccheus 12 months ago in  0 Ready for Release

Include 'Role' as an attribute in Admin Portal

Put Simply: Standard roles should be defined within Engagement teams so typical assignment of work is documented within PDM. Why it Matters: PDM's rigor as a standardized delivery model enables documentation of responsibility in execution across t...
Garrett Kelchner about 1 year ago in  0 Not started

AI Automatic Estimate Creation

Put Simply Statement: Through analyzing previous Estimates for Offerings, ePro could in theory pre-populate all user inputs immediately as suggestions and then Users could decide to edit only parts of them Why it Matters: Would reduce time spent o...
Wyatt Lunson about 1 year ago in  0 Not started

Assets Page Redesign

🔹 Put Simply Redesign the Admin Portal’s Assets Library so content owners can view, curate, and assign enterprise assets into PDM. The page will serve as a central record of all approved assets, whether manually created or ingested from external s...
Carly Hu about 1 year ago in  0 PM Refinement