Ideas

This portal is intended for development requests related to optimizing value and user experience across BroadJump's product suite. Ideas posted to this portal will be evaluated based on a number of criteria, including revenue potential, effort, cost reduction, strategic alignment, and user engagement. Approved features will be promoted and prioritized in BroadJump's development queue accordingly.

Ability to Group Suggested or Active Initiatives

"So I have three DES projects for Stony Brook….each suggested and researched.

Stony Brook wants to Group them….but is only seems we can Group in the Queue….not in Active or Suggested. Am I understanding this correctly?

Adding Grouping, at least in Active, is a big plus…especially until we can category bundle straight to an initiative…..for clients won’t always see the Grouping value until they have active projects."

  • Lauren Campbell
  • Aug 27 2020
  • Alternative Solution
Playbook
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  • Admin
    Lauren Campbell commented
    August 27, 2020 16:27

    The reason we do not allow grouping for initiatives that have already been saved is because any data already stored for those child initiatives will be lost.

    If necessary, grouping of Active initiatives can be done via the 'All' tab by Playbook Admins, but again this will basically equate to starting a blank initiative.

    The example listed above implies grouping initiatives for multiple manufacturers within the DES category. With the integration of Category Bundling into Playbook, group initiatives will be limited to a single manufacturer. This example will fall under a different functionality that will work more like a "folder" to manage related initiatives.

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