Name of Feature/Request: Allow only certain Project Management to be copied (Copy from Project list shows all active Project Management)
What financial, time savings, or quality of life improvements will occur from this: When creating a new project and select ‘Copy from Project’ there should be a way to only show a list of Project Management that have a permission turned on to be copied | Frequency: Every time a new order is created and approved a project needs to be created and assigned to it. I would estimate this happens at least a dozen times a day, probably more. | Because it is time consuming, and very prone to errors when trying to copy a project
Attempted Solutions So Far: Re name an existing project that is copied regularly to include ******* in the name, that way it appears at the top of the list of current active Project Management.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Currently, pressing the ‘Copy from Project’ button when trying to create a project shows a list of all current active Project Management. Even though most of them do not need to be copied. The user will have to remember the name of the project they are trying to copy to try and narrow down the search.
StrivenID: 4397287