What is the challenge? |
There's no way to filter for parent initiatives that don't have child initiatives rolled up to them. We can find "orphaned" children (using "Roll up to initiative is blank"), but not the inverse - parents without children. |
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What is the impact? |
For example if an organization requires product line initiatives to have child initiatives before progressing through workflows. Without this filter, teams must manually audit reports to enforce rollup governance, which doesn't scale. |
Describe your idea |
Create a field that is the inverse of the roll up to initiative field |
I also need to be able to filter on Company Initiatives that have no Child Initiatives as we use Company initiatives to represent Goal objectives in our system. Without the "no child initiatives" filter, I have to MANUALLY go thru each Parent initiative to see IF it has a Child. This takes a tremendous amount of my time