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.
Client Name "shard name" | wisc |
User | System Admin , Opportunity Admin |
Functional Unit | Portfolio, Grids , Scopes |
Employee Name | Joel Spiess |