Enter your enhancement requests or ideas for any of the components of the Aprimo SAAS platform, or vote for your preferred feature requests below.

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+5
Qualified

Autorun of business rules upon proposal creation

Adarsh Mathur 1 year ago in Planning and Proposals updated by Mark Weissman 1 year ago 1

While creating a Proposal, need business rules to run automatically when a Proposal is Saved. Currently the user has to explicitly click "Run Business rules" which is mandatory creating 2 clicks and redundancy. 

Proposed option is that when a user Saves the proposal it should trigger to "Run business rules" automatically. 

+2
Qualified

Need the ability to edit a proposal from the Proposal Review Screen

Jen Hoban 1 year ago in Planning and Proposals updated by Jill Marshall 7 months ago 2

Our business process requires users to submit their programs and activities via a proposal.

When we are reviewing a proposal and small edits need to be made, instead of rejecting the proposal we will make the edits and then approve the proposal. At this time you cannot edit proposals from the Proposal Review screen as the voting buttons take the place of the “edit” button.

In order to make edits we have to navigate to Activity proposals or Program proposals, make the edits there, and then go back to the Proposal review screen to approve.

We would like the ability to edit a proposal from the proposal review screen.

+1
Qualified

calendar default bar chart view

Gauthier Radart 3 months ago in Planning and Proposals updated by Eric Teitsma 2 months ago 1

Make it possible to select a default view for every calendar built. I would like to to go directly to the bar chart view when a certain calendar is selected. The month view isn't always apropriate for rthe built calendars

Calendar
+1
Done

Ability to hide base attributes on Activity Proposal Review and Program Proposal Review

Alex Gregorio 8 months ago in Planning and Proposals updated by Eric Teitsma 2 months ago 3

For consistency, we need to be able to hide the base attributes on the Activity Proposal Review and Program Proposal Review in the same fashion as on the Activity, Program, Activity proposal and Program proposal pages.

Currently, Santander is hiding the base attributes of begin date, end date and project anchor date. This is done on the edit and view pages of:

  • Activity
  • Program
  • Activity proposal
  • Program proposal

The following pages need to support the "Field Configurations" for hiding required fields. Currently the pages are still using "APViewSection" and will need to be updated to "APConfigurableViewSection" in order to support the hiding of required fields.

  • ActReviewView (10125)
  • ProgReviewView (10126)
+1
Done

Limit the ability of user to edit the Forecast and Financial tabs of an Activity Proposal when it’s in a state of ‘Pending’ or ‘Submitted’.

Tal Burkhart 2 years ago in Planning and Proposals updated by Mark Weissman 1 year ago 5

The idea is to limit the ability of a user to edit the Forecast and Financial tabs of an Activity Proposal when it’s in a state of ‘Pending’ or ‘Submitted’.

Proposals
0

Resource Capacity to show Out of Office Dates for a User

James Price 4 weeks ago in Planning and Proposals 0

It would be very helpful to see on the Resource Capacity page if the user has set their out of office on those specific days, so planning new campaign resources could be much easier and accurate. The day could be marked in red or shaded to show that they are not available.

0

For the Calendar, add in the feature for colour coding per Project Type similar to the Activity Type colors

James Price 3 months ago in Planning and Proposals 0

We currently have a Project Date EA ‘Live Date’ that is displayed on the box calendar for multiple Project Types. There are multiple Live Dates per Activity, so we need them on the Project level. We would like to be able to visually distinguish the different projects by colour, but currently, there is no feature to show a specific color per Project Type. (So, all Project Dates are the same colour) This is available on the Activity Level for Activity Types, so we are requesting the same for Project Types.

Calendar