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PINNED Digital Assets - Consider Hierarchy and Tagging to remove repetitive Assets
I can see why the assets repeat themselves but simple use of hierarchy and metadata tagging would allow for different views and sorts without repeating the assets. Also - it would be good to delineate between external assets and internal PwC devel...

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Add sticky headers for the settings page tabs

It would be nice if in the settings tab the header stayed static (the workspace name and the settings tabs). If there are a lot of users and/or clients and are scrolled all the way down to the bottom, you have to scroll all the way back up to get ...
Shelby Baker 7 months ago in  0 PM Refinement

Automate Client Approval for Contractual Deliverables

Put Simply: Some deliverables scoped in Concourse are contractual obligations that require client approval. This feature enables a tagged, automated workflow where those deliverables—once completed—trigger an approval process via Jira. Once approv...
Ryan Freeman 7 months ago in United States 0 Not started

Integrate Contractual Billing Agreements into Jira Milestones and Automations

Put Simply: Many client contracts include milestone-based billing, but today, there’s no automated way to ensure those billing events are tracked and actioned in delivery tools. This feature would connect billing agreements from Icertis contracts ...
Ryan Freeman 7 months ago in United States 0 Not started

Compare Contract to Scoped Delivery Plan Before Jira Activation

Put Simply: Before a project is activated in Jira, teams should be able to compare the finalized contract from Icertis to the scoped delivery plan in Concourse. This ensures that what the client has agreed to in writing is exactly what’s being del...
Ryan Freeman 7 months ago in United States 0 Not started

Enable Contract Traceability from Icertis into Save It

Put Simply: Once a contract is finalized in Icertis (e.g., a signed SoW), we need to trace that contract into Save It, where delivery, billing, and financial management occur. Knowing which document is the authoritative contract for the engagement...
Ryan Freeman 7 months ago in United States 0 PM Refinement

Hover Text Descriptions for Date Fields

Add hover-over tooltips to clarify the difference between similar fields like "Due Date" and "Draft Due Date" to reduce confusion and ensure consistency in usage.
Katie Cousino 7 months ago in United States 1 PM Refinement

Ability to check "Do not show this message again" for Task/Sub-Task Deletion Confirmation Message

When deleting a task, sub-task, or event in a Delivery Map by clicking the trash can icon, a confirmation message pops up to confirm if the user wants to make the deletion (see CC-Snip.PNG). It pops up every time. We are getting user feedback that...
Guest almost 3 years ago in United States 1 Not started

Team members with Limited access can change theirs and others to Full access and vice versa

I was added to a project with Limited access and was able to change my access and other team members access rights to Full. This capability was supposed to be limited to only those members with Full access.
Guest almost 3 years ago in United States 1 Not started

PRIORITY - UNABLE TO MOVE STAGES

I am unable to move the order of stages in my Concourse plan, which is extremely frustrating given my plan is a living document. When I create a stage it defaults to the beginning of the plan, which makes no sense as I will be adding stages chrono...
Guest 7 months ago in United States 1 PM Refinement

Pop-up advertisement for Concourse training

To spread awareness of new or existing Concourse training courses in Vantage, greet users with a pop-up showing recommended trainings
James Schulze over 2 years ago in United States 0 PM Refinement