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Workspace PS Web App & Platform
Categories Budget & Cost Management
Created by Brendan Radich
Created on May 13, 2021

RELATED IDEAS

Option to Automatically link all PCO & PCO item links & records to COR

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.

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  • Brendan Radich
    Apr 20, 2023

    Would love to see some movement on this one. It would be a huge time-saver for us.

    Reply

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