+2
Qualified

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

Jen Hoban 8 months ago in Planning and Proposals updated by Jill Marshall 3 weeks 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.

I agree, sometimes for us it's a small change we need to make but as an admin I have to take note of the ID number and then go in again via the main Aprimo proposal menu

Qualified

Perhaps this is something we can tackle when this page is restyled to include the three-dot menu.