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Make Processes easier to setup and flexible enough to change when assigned to location(s)

More work to be done on Process functionality, especially making it easier to set-up. Uploading an excel spreadsheet that populates in a similar way to the bulk geometry template and also available for API, as the Process reports on the website are limited and do not consolidate more than one process in a single report and so exporting reports can be timely. Also, we need to be able to change a process after it has already been assigned to location(s). 

  • Amit Puri
  • May 18 2016
  • Likely but not yet planned
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I need it... 6 months
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  • Matthew Bailey-Lawrence commented
    May 18, 2016 09:55

    Yes, processes need to be integrated with the programming software.

  • Amit Puri commented
    October 4, 2016 13:40

    Integration with programming software, i.e. Primavera or Microsoft Project

  • Guest commented
    April 24, 2018 14:28

    We also need the ability to revise processes in the same way we do forms, without having to start from scratch each time - or deactivate an old process which requires us to delete any associated form data!

  • carrie pipkin commented
    May 17, 2018 18:38

    Integration with Primavera would be amazing.  We are a sub contractor so we are more in the weeds when it comes to a schedule or process.  I feel like this is more of an upper level touch on processes.  not enough fields for the type of data we need to communicate.

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