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kendalllegris
kendalllegris
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  • The default expense types are not ones that all teams use and can be confusing when you are not able to hide delete or edit them. Not all teams use Advertising, Consulting, General, Materials, and Travel or may call them other items. These fields should be ones that at minimum can be hidden.

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    Ideas

    Views

    2.1K

    Likes

    73

    Replies

    13
  • Many teams that we have worked with are in hopes that they are able to select a portfolio or program field when submitting a request. This would allow the resolving project to be placed automatically into the portfolio or program when it is converted to a project. It would save teams time when the r...

    Type

    Ideas

    Views

    548

    Likes

    27

    Replies

    3
  • Through the use of document custom forms, it would helpful (for marketing clients especially) to be able to apply a document custom form with mapped metadata fields to several assets. This would allow less manual work and cut down on workflow time. This would be useful to prevent users from having t...

    Type

    Ideas

    Views

    814

    Likes

    25

    Replies

    5
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