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Status Open for voting
Categories Improvement add-on
Created by Guest
Created on Jun 12, 2020

Ability to change improvement portfolio

Within the Improvement Module, I'd like to be able to change the Improvement Portfolio for an improvement. It's doesn't appear that it's currently possible to do this.

I'm utilising the Improvement Module to collect staff suggestions. Some of these suggestions will turn into an Engineering Change, which I also manage as a separate portfolio within the Improvement module.

I would like to be able to change portfolio for an open improvement. Currently this isn't possible so i need to close the original improvement and cut and paste the information into a new improvement.
  • Attach files
  • Kerry Hiki
    Sep 7, 2022
    Thanks for the suggestion. I agree this would also be beneficial when users accidentally create an improvement in the wrong portfolio.

    It's not on our roadmap right now, but we'll open this up for voting and monitor interest from other customers.
  • Elizabeth Keenan
    Sep 7, 2022
    This would be very helpful for our operations too. We get quite a few lodgements in the wrong portfolios and it can be quite time consuming to get reporters to re-lodge all over again.