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All ideas

Pilot Quality Delivery Map (DM) Recommended Tasks and all DMs

For the pilot, Quality DM that is currently being developed and all DMs I would suggest adding the following required tasks, Load Statement of Work (SoW) into Create (incl. link to Create) Review latest Engagement Compliance Review (ECR) checklist...
Brittany Ryan over 3 years ago in United States 0 Not started

Delay getting client added to platform

We added the client to our concourse through the latest update to concourse. The team followed all instructions as mentioned on the Concourse Guide. Through this, the client should have received an email that she has been added, with a link for he...
Madeleine Granados over 3 years ago in United States 1 Not started

Ability to save draft of Workspaces

It would be nice to save a draft of a Workspace during the creation phase. Additionally, being able to save custom Deliverables and Workstreams from other engagements and import them into a new one would be an interesting idea.
Alejandro Enrique Rincon over 3 years ago in United States 0 Not started

Raid Log- "In review" status

It would be helpful to have an "in review" status for the actions in the RAID log
Brianne Lucot over 3 years ago in United States 1 Not started

Within the Deliverables section, provide Add Member feature

If MFEs have been properly designed, offer a button on the Deliverables feature that allows adding Team Members.
Vincenzo Davi over 3 years ago in United States 1 Not started

Pop-Up for adding to user's to workstream is not displaying correctly

when trying to add users to a new workstream, the pop up displays behind the pane
Brianne Lucot over 3 years ago in United States 1 Not started

Add a Delayed Status

When working on certain deliverables delays in client access can cause delays for the engagement team. Adding a delayed status option can properly reflect when this situation arises
Kevin Chavez over 3 years ago in United States 1 Not started

Cannot Create Survey within Survey and Assessment module

Via Survey and Assessment module, I would like to create a survey from a blank template. I've attempted roughly 5 times and no survey can be created. Error message responds with "Survey cannot be created"
Chandler Swan over 3 years ago in United States 1 PM Refinement

Ability to set Security Permission

As an admin I should have the ability to set Security Permission for a stage/task/subtask and limit it to just owner/reviewers and members rather than making it visible to entire members.User are able to delete task owned by other users in workspace.
Kumari Warsha Goel over 3 years ago in United States 1 Not started

Deleting tasks is too slow

Deleting tasks / deliverables is too slow. After you click delete, you need to confirm, then wait for the pop up to complete, then wait for the task/deliverable to actually delete. While the deletion process is ongoing, the user cannot make other ...
Jeffrey Wang over 3 years ago in United States 1 Not started