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Concourse Feedback


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All ideas

Survey & Assessment: Enable Import from 3rd Party survey tool

During "Create Survey" we give users the option to create from scratch or leverage a template from the library. It would be helpful to enable importing of surveys a user has built in 3rd party tools like Google Forms, MS Forms, Qualtrics, etc. by ...
James Schulze over 3 years ago in United States 0 Not started

Survey & Assessment: Enable ability to "Create Copy / Copy from Existing" survey creation

Today we give users the ability to start from scratch or from a template when selecting "Create a Survey". But if they have a survey for that engagement they have already created and need a new version or multiple instances of it, there is no opti...
James Schulze over 3 years ago in United States 0 Not started

Offerings static response including ask concourse is confusing

When users ask questions about "offerings" in Ask Concourse, the response includes looking in the Concourse Guide. This can be confusing to the user.
Arman Dhar about 1 year ago in  1 Working as Designed

Smart Starts - Faster Scoping with Salesforce Powered Start Points

Problem: Client-facing pursuit and engagement teams—especially first-time or infrequent users—arrive on the Concourse homepage ready to start scoping or planning delivery. But the required first step of creating a workspace feels disconnected from...
Duane Gayle about 1 year ago in  0 PM Refinement

Very slow loading time

The loading time is very slow. I'm trying to change the name of many different tasks and each time I click on a task it'll take 25-30 seconds to load and will provide the error message "There was a problem fetching this deliverable." over half the...
Scott Johnston over 3 years ago in United States 1 Not started

Calendar in Concourse that is linked to Team Members' Outlook calendars

It would be helpful if the team could maintain a calendar of meetings in Concourse to see when we first log in to Concourse and that populates on each team member's calendar.
Shandria Brown over 3 years ago in United States 1 Not started

Previous Reports need to be maintained.

We create a weekly status report, however there is no way to review previous week's reports after they have been edited over in Workbench. We should be able to view all reports generated during the project engagement
John Hayes over 4 years ago in New Idea / United States 1 PM Refinement

SaveIt Completion

Today, when a file is tagged as a SaveIt deliverable, it will post to the SaveIt site when the task is marked complete. When this happens, the file should also be marked read only to prevent inadvertent changes not being synced to SaveIt. If this ...
Joshua D. Lorenz over 4 years ago in New Idea / United States 1 PM Refinement

Persona-Based Customization

Tailor dashboards and workflows for different Solution Studio roles (e.g., Master Architect, Operations Lead).
Katie Cousino about 1 year ago in  0 In Review

Integrated Pursuit Dashboard

Dashboard showing pursuit status by practice, workload, and assignment to support resource planning.
Katie Cousino about 1 year ago in  0 In Review