Context: Feedback from GEHC workspace – Structure view and bulk edit issues
US team is prime and set up the workspace under an Oracle instance
UK scope is SAP
Both teams appear to have imported Excel plans into the system rather than using P...
Automatically create essential task/sub-task for deliverables
The idea is from the AC Leadership meeting. We are expecting a product feature about automatically creating an essential task/sub-task for a specific deliverable. For example, when there is a development based deliverable created, system could pop...
Natasha Liu
over 3 years ago
in United States
2
Not started
To reduce recurring issues where engagement teams mistakenly configure Test/Demo workspaces and later attempt to use them for client-facing (live) engagements, we should strengthen the user experience and governance controls to make the intended p...
Ability to identify tasks and sub-tasks as internal versus external
There are many instances where a client facing deliverable needs to be externally facing, but it may have tasks which are external and some that internal. Currently the children are visible to the client based on the parent deliverable external / ...
Create Automated Non Test concourse workspace closure process after 30 days of inactivity
RIght now only test workspaces have a 30 triggers that launches to close it, we need a similar trigger for non- test workspaces. This would allow to close pursuit workspace that were not Won" or did not move to delivery so we save cost associated ...
Priya Fernandes
5 months ago
in Canada / Other
4
PM Refinement
Context-Aware Asset Search with AI Recommendations
Implement a context-aware search engine leveraging AI to provide users with relevant asset recommendations based on their current workflow, project phase, or client type. The system should allow users to input a query (e.g., “kickoff deck”) and re...
Put Simply: Pilot the integration of Confluence with Jira Cloud to streamline knowledge sharing and documentation. Why it Matters: Integrating Confluence with Jira Cloud provides a centralized platform for documentation and collaboration, enhancin...
Kia Pourmodheji
about 1 year ago
in PDM Jira
3
PM Refinement
Content restructure proposal: Ways of working as complex delivery approach with multiple tasks and sub-tasks instead of multiple deliverable
Hi Team, We have multiple complaints from the stakeholders related to delivery process organization management content in PDM. We mainly have 1 core deliverable as delivery playbook, project charter or ways of working document (different names fro...
Oleksandr Prokopiv
2 months ago
in Salesforce
2
In Review
Enhance PDM to support engagements of difference sizes and complexity.
Origin: Feedback from Managed Services UK Applicability: Relevant to US and other territories. Request Summary: We propose the addition of a filter or selection option to categorize engagements by size and complexity using a T-shirt sizing model. ...
Improve Sharing SharePoint Folders with Clients (guide or tech)
Adding client members is disabled until the scope is activated
When activating scope, it says Provide client access to Jira cloud and other tools. It needs to explicitly call out what those tools are and that if you don't enable it, then the tab...
Hannah Koschmeder
3 months ago
in United States
1
In Review