The Internal Firm Project (IFP) workspace type is causing confusion among Engagement teams. IFP workspaces are intended only for non-client service delivery work. However, Engagement teams continue to select this workspace type because they interp...
Proposal to Optimize 'Save It' Creation for Compliance and Efficiency
My suggestion is to align the creation of 'Save It' spaces with the Jira project setup, ensuring both happen only upon workspace activation after a contract is signed. Here is the rationale for this change: The Current Conflict: The current proces...
When inputting the Delivery Date Range, the UI is wonky and often hard to select dates. Should be able to type in dates but it isn't clear how to type them in with the "to" in the middle. Needs to be refined so it is easier to select and type.
Put Simply: Currently, users must manually copy and paste a Salesforce Opportunity ID into Concourse to connect sales data to the scoping process. This feature would allow users to search and select Salesforce opportunities by name or ID , making ...
Optimize Dialog Design by Reducing Excessive Whitespace
Put Simply To enhance user experience and make better use of screen real estate, the excessive whitespace at the bottom of the activation dialogue box. Why It Matters: Reducing unnecessary whitespace results in a cleaner and more efficient interfa...
In Review
Working as Designed
