+3

Create new proposal from home screen

Jill Marshall 1 month ago in Navigation and Home Page 0
Sage would like to see the ability to create a new proposal from the home page. In the previous UI all users had the Proposal box and they could start a new proposal from there.  Now they have to go into the proposal area, select proposal and then New.   For Sage, Aprimo is the backbone of spend approvals, with a mandatory process for all activities which forecast spend going through an proposal review process. For many users we can increase the productivity if they can just create a new proposal right there on the home page i.e. from a My Proposal card ( or equivalent) - this will reduce the number of clicks & improve UX. We have had feedback from many users of the system that this is not intuitive, and 'clunky'.