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Able to report on aggregates of linked Organization/Accounts without double counting

Who would benefit? Field curators What impact would it make? Could rely on revenue impact of feedback How should it work? Should be able to pivot on feedback to aggregate the total spend of Organization (SFDC) Account linked to Opps without double...
Matt Kalan 8 months ago in Ideas 4 Future consideration

AI generated summary and list of actions

Who would benefit? Product manager What impact would it make? Make my work easier How should it work? Give me an AI tool that summarises the content of a feature or notes from meetings. Let me choose how long and in which format (bullet list or pa...
Harun Alikadic 8 months ago in My work 0 Future consideration

Ability for attachment in scheduled report

I would love the ability to send a PDF attachment along with a regularly scheduled report. For more context, I'm asking PMs to fill out information in an idea that has 5 different scenarios of what to do. I have a guide with step by step instructi...
Julie Martin over 1 year ago in Ideas portal 0 Future consideration

Provide additional filter/criteria while setting up the Rally integration

Currently, Rally integration is setup at a Workspace/project level. It would help immensely to be able to add additional criteria, like Tags = XXX or Status = 'YYY'. This will help to filter out records that would show up for import. This will hel...
Jyothirmayi Talaparthy about 4 years ago in Rally 0 Future consideration

Order features by priority

Who would benefit? Features board users What impact would it make? Keep high priority items at top of features list and top of mind. How should it work? There are many options for ranking features but surprisingly this does not include priority. I...
Paul Wade 8 months ago in Features 2 Future consideration

Make "Initiative quarter" field available for filters and calculations in reports

Initiative quarter is already available for display in reports, but I can't filter or use it in calculation columns. I have to create my own custom field and create my own calculations from "Initiative end date" in order to use what is already ava...
Jor Bratko over 1 year ago in Reports 0 Future consideration

Enable overlay of milestones on schedule or phase roll-up duration bars

It would be very useful to have the option to have milestones (all, or selected) displayed directly on the duration bar for a schedule or phase, instead of having them each take up a row beneath, the way activities do. This would make a schedule-l...
Guest over 1 year ago in Schedules 0 Future consideration

Release Phase Dates Determined by all related records

My last idea around being able to adjust Release Phase dates was rejected but our release phases are static (Closed Beta, Open Beta, GA) so simply adding another random phase isn't an option. This level of standardization is needed as we have very...
Guest about 6 years ago in Releases 1 Future consideration

Automation rules support for "no value" (or "empty")

I'd like to see an option for an automation trigger that is based on "no value" (or "empty") for a field value. Practically, this would allow me to create an automation so an email is sent if a feature is created/updated to have no epic.
David I. about 2 years ago in Application 0 Future consideration

Feature Description Search filter

Feature Description Search – Search for certain text within the feature description field. Currently, Feature Name has this feature but not Feature Description. Today the filter for Feature Description only gives you Empty, Not Empty, and Both. Id...
Victoria Morrella about 4 years ago in Search 1 Future consideration