Role Column Not Displaying Value on Proposal Listing Page or Report When Role Value Is Filled on Initial Project Team in Instantis EnterpriseTrack - Enhancement Request

(Doc ID 2298573.1)

Last updated on OCTOBER 11, 2017

Applies to:

Instantis EnterpriseTrack Cloud Service - Version 8.7 and later
Instantis EnterpriseTrack - Version 8.7 and later
Information in this document applies to any platform.

Symptoms

Role value not displaying under Role Column on the Proposal Listing page

STEPS to verify

  1. Select GoTo Proposals from the Top Level Menu
  2. Edit the All Proposals saved search
  3. Create a new Saved Search with the following parameters
    1. Proposal Status: New, Team Assigned, On Hold
    2. IT or Non-IT Project: IT
    3. Roles to Filter: IT Lead
    4. Select Resource: All of the IT Leads
  4. Select the Column Icon and Select the "IT Lead" from the Roles section
  5. No values display under this Column even though IT Leads are on the "Initial Project Team Members"
DISCLAIMER: "Roles" can be named anything and may not reflect the specific Role names provided above as examples

Changes

 

Cause

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