Change "Update Portfolio Scopes" option to "Add Portfolio Scopes"

It can be helpful to add a new scope to a long list of opportunities at once. Currently, when viewing a list of opportunities on the grid view, if one selects the drop-down menu to act, the option reads "Update Portfolio Scopes." This terminology can be misleading, as it suggests one might be over-riding existing scopes with a new selection. However, this is not what occurs; rather, it simply adds the newly selected scope to the portfolios and maintains all previously added scopes, which is a good thing! Changing the text to "Add Portfolio Scopes" would more clearly reflect what actually occurs and reassure the user that they are not deleting previously assigned scopes.

  • Joel Spiess
  • Oct 17 2022
  • Reviewed: Voting Open
Client Name "shard name" wisc
User System Admin , Opportunity Admin
Functional Unit Portfolio, Grids , Scopes
Employee Name Joel Spiess
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