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Enhancement description:
Automated links from PCO to COR records for COR Backup
What are we trying to accomplish?
Easier & faster linking of all the COR backup.
How is the lack of functionality affecting the business?
Currently, it's a lot more time-consuming that it needs to be to link PCO backup to the COR. We have to drill into the file library > PCO & PCO item folders and link each document.
We link the backup to the COR because it needs to be included in a PDF/print version of the COR that is shared outside of ProjectSight.
Suggested implementation:
Have a portfolio/project-level setting to automatically link PCO & PCO item links to the COR.
If enabled, when a user creates a new COR (either from the COR module or from PCO links + Create COR Record), ProjectSight should automatically carryover all links from both the PCO & PCO items to the COR.
If disabled, ProjectSight functions as it does today.
Would love to see some movement on this one. It would be a huge time-saver for us.