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.
Role value not displaying under Role Column on the Proposal Listing page
STEPS to verify
- Select GoTo Proposals from the Top Level Menu
- Edit the All Proposals saved search
- Create a new Saved Search with the following parameters
- Proposal Status: New, Team Assigned, On Hold
- IT or Non-IT Project: IT
- Roles to Filter: IT Lead
- Select Resource: All of the IT Leads
- Select the Column Icon and Select the "IT Lead" from the Roles section
- 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
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