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+3
Qualified

Autorun of business rules upon proposal creation

Adarsh Mathur 5 months ago in Planning and Proposals updated by Mark Weissman 5 months 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. 

+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 6 months ago in Planning and Proposals updated by Mark Weissman 1 week 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
Qualified

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

Jen Hoban 2 months ago in Planning and Proposals updated by Mark Weissman 1 month ago 1

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.