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Support filtering by predefined tag field on worksheets

Currently the worksheet equations do not support filtering a list by a custom field of type "predefined tag". Please add support so that you can filter child lists by a value in a predefined tag for example count(self.initiatives[self.custom.tagie...
Madeleine Black over 3 years ago in Account settings 1 Future consideration

Be able to select a default scenario for all users (Capacity Planning)

Right now, when you add a new scenario (even if it is just a test scenario), all users will be defaulted to that new scenario. We will have dozens of people using the tool, so the inability to get them to all set their own defaults to our standard...
Megan Sanders over 4 years ago in Account settings / Capacity planning 0 Future consideration

User list download enhancement

CSV export of user lists should only download the product line(s) and workspaces selected. Currently the user export shows EVERYTHING despite the fact I chose a select list. I spend an additional 30 min hunting down my workspaces, highlighting the...
Cindy Datlof over 4 years ago in Account settings 1 Future consideration

Allow referencing Notes fields in custom worksheet formulas

I'd like to reference a custom note field in a custom worksheet on an Initiative record to identify if data is missing or incomplete. For example, the assumption is if a custom note field has less than 50 characters, then it's incomplete and requi...
Phil Warden about 5 years ago in Account settings 0 Future consideration

Ability to 'expand all' lines within Account > Workspaces

While it is possible to selectively expand lines as needed within Account > Workspaces, it would be helpful to have the ability to expand all lines with a single action. It can be easy to accidentally miss expanding a line and keep the workspac...
Shawn Zenz over 5 years ago in Account settings / Reports 1 Future consideration

CSV import template: Please provide all default fields in the CSV template

When I go to do an import, I review the ‘What Fields Can I Import?’ function, and more often than not I download the Example CSV file. The issue is that the Example CSV file does NOT contain all the fields that are available to import. This is a b...
Joe Carpenter over 5 years ago in Account settings 0 Future consideration

Update product prefix on existing record IDs

We need to update several of our product names and prefixes, however, the capability in the GUI doesn't allow us to reset or update the prefix for any existing records. Going this route means we would have a product with features in it that show d...
Kirstin Maurer over 6 years ago in Account settings 0 Will not implement

Ability to disable "New User" invite when SSO is enabled

When SSO is enabled, there should be an option to disable the "New User" tab on "Add User" screen. This would reduce some confusion on how users get access (they just need to sign in vs. being invited/registering).
Guest over 6 years ago in Account settings 1 Future consideration

auto contrast of text in tag elements

If I select colors for tags and categories tags, I expect the application to automatically choose a better contrast for the description text, because if the background is too light, the font remains white and can not be read anymore. Define a thre...
Florian Kette almost 7 years ago in Account settings 1 Unlikely to implement

Need the ability to identify a unique Product Owner for Product Lines and child Products

I am the admin for my account and as such I am listed as the Product Owner for everything in my portfolio. I have nothing to do with the day-2-day management of any Product Lines or Products. Goal: I would like to be able to identify a specific ...
Joe Carpenter almost 7 years ago in Account settings 1 Unlikely to implement