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Status Shipped
Categories Strategy
Created by Guest
Created on Jul 31, 2019

Keep Links/Relationships when moving Initiatives

I don't understand why when you move an Initiative from one product to another it loses all associated records. The roll-up and related releases are still relevant & you can link these things across products so why drop them when moving?

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  • Donald Hebert
    Jul 25, 2023

    Agreed. It does not make sense that a release can be linked to any initiative, yet when moved between workspaces, it would unlink. In a large organization such as our, we try to keep moves to a minimum, but when they do move, we lose all historical references unless someone maps them back again.

  • Becca W
    Jan 7, 2021

    This is such basic standard functionality I don't understand why it's not already possible.
    If an inititiave has child records, it should be an option to bring the children into the new workspace if desired.