Allow Opportunities to Source to Specific Iterations of Conditional Applications
After cycle management, when our Conditionals were archived, we noticed that our new Conditionals still had last year's opportunities listed on the 'Associated Opportunities' tab. I believe that this is because when selecting a 'Source' at the Auto Match level, you select a Conditional - not a specific iteration of a Conditional. Given that last year's opportunities are not archived, our 'Associated Opportunities' screen of this year's Conditional is very confusing. We think that reworking the 'Associated Opportunities' screen to only display active opportunities (i.e. End Date in future) OR allowing opportunities to source to specific iterations of Conditional Apps would reduce confusion.
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Keith Brown
- Oct 23 2019
- Reviewed: Voting Open
| Client Name "shard name" | wisc |
| Employee Name | Keith Brown |
Related Enhancements
That's helpful context, thank you.
We plan to keep two years of opportunities available at any time - last year's (i.e. to be able to edit the current/future awards) and this year's (i.e. the ones that are being run, awarded, etc.). So, for us currently, we have Year 1 and Year 2 opps currently active. We don't archive Year 1 until we complete cycle mgmt at the close of Year 2 (when we'll have Year 2 and Year 3).
Thanks, Keith.
I see that the "Associated Opportunities" page has the option to filter out archived Opportunities. Do you plan to archive last year's Opportunities? If so, about how long is the overlap between cycles when multiple cycles' Opportunities are active?