A. What is your idea?
1) Classification
Choose ONE: keep the applicable option and delete the rest.
- Opportunity for improvement
2) Brief description
What happened, what is missing, or what could be better? Focus on the problem or opportunity (not the solution).
Write here:
When working in Project Transactions Review the user is missing a filter on Project Manager. If project manager is added the Project manager can easily search all his/her projects and create project invoice from there
B. Context and scope
1) Who is affected?
Choose ONE or MORE: keep the applicable options and delete the rest.
- Customers
2) Frequency
Choose ONE: keep the applicable option and delete the rest.
- Frequently
C. Value and impact
1) What is the business outcome?
Choose ONE or MORE: keep the applicable options and delete the rest.
- Improves productivity or efficiency
- Reduces cost or manual effort
- Enhances user experience
2) Impact scale
Choose ONE: keep the applicable option and delete the rest.
- 3 — Cross-functional
- 4 — Company-wide
3) Workaround
If there is a workaround, describe it briefly. Otherwise write “No workaround”.
Write here:
Work around is using standard functionality - where you first review your transactions in transactions overview and then create project invoice - or in project transactions review search by other filters multiple times
D. Evidence and examples
Attach screenshots, documents, or examples using the buttons below. If helpful, summarize key supporting evidence here.
Write here:
…
E. Additional details
1) Enter support ticket ID reference (If applicable)
Write here:
…
2) Would you like to participate in validation or early testing?
Answer “Yes/No”.
Write here: Yes