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      • InPhase
      • Discussions187
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  • InPhase

InPhase

InPhase

187 Posts
    Most commentedMost viewedRecently created
3
368189579438h
 Discussions
Word App Plug In - Keep formatting and sort order

Word App Plug In - Keep formatting and sort order   When embedding a trend into a document, the conditional row formatting such as colour a cell based on Performance Scheme doesn't work.   Also any sort order applied to the table doesn't work either.   This makes it difficult to utilise the plugin for meaningful reports

00
3
1 year ago
3
377570000732h
 Discussions
Map layers

It would be useful to be able to perform the live connect choropleth mapping using third party point data KML files in addition to the polygon KML files e.g. individual postcodes point data linked to a live connection dataset would look very good as a heat map.

01
3
1 year ago
3
384875859391h
 Discussions
Importing commentary from users when uploading performance data

When importing performance measure data commentary can be included and assigned to a specific user.   

00
3
1 year ago
3
384875859391h
 Discussions
Sub tasks arrows on Myinphase

Is there a way to make the Sub task arrows on Myinphase more distinguishable.  Many users have difficulty as it is quite small and not very clear.  Perhaps a brighter / different colour.    

00
3
1 year ago
3
377558106992h
 Discussions
More sophisticated charts

The number and types of Graphs available in InPhase is impressive, however, products such as Power Bi etc have graphs that are more sophisticated.  It would be good to implement newer graph types in V18 that can show. volume, depth, intensity over time etc,  

00
3
1 year ago
3
377570000732h
 Discussions
Infographics

It would be useful if all the infographic options in the edit chart function of a trends could display more than one measure per widget, e.g. a value image option for total paid and total count. At the moment I can only get the "Fill to y axis option" to do this. Many thanks, Lucy

00
3
1 year ago
3
368189579438h
 Discussions
Ability to mark Objects are reference only so check-ins are not required

Ability to mark Objects are reference only so check-ins are not required   We use certain objects for recording information such as Asset and Liability records or Documents that we link to other records but do not want staff to have to check them in

00
3
1 year ago
3
368189579438h
 Discussions
Ability to record simple tasks

Ability to record simple tasks - our users often mention that providing a Performance Update and a Progress update on tasks as duplication of effort.   Wondered if it would be useful configure certain tasks are not requiring the performance check in, as this can become tiresome especially for things such as mitigating actions.      

00
3
1 year ago
3
368189579438h
 Discussions
In Form Builder in Designer Mode, it would be good to allocate the fields to certain objects via a tagging or category approach to allow for ease of filtering

In Form Builder in Designer Mode, it would be good to allocate the fields to certain objects via a tagging or category approach to allow for ease of filtering when building forms

00
3
1 year ago
3
368189579438h
 Discussions
Allow for copying of form contents from one form to another

Allow for copying of form contents from one form to another, for example we often have the same forms for All and Details but it means setting one up and then having to copy the same layout and custom fields which can be error prone so a copy layout function would be useful

00
3
1 year ago
3
368189579438h
 Discussions
Custom Fields - Business Logic/ Branching

Custom Fields - Business Logic   It would be useful if when adding custom fields to objects to be able to link or calculate rules on those fields.   For example we've created a "contract" object which we use to records our contracts We've added in an Extension field and a Extension Used Field, one states where there is an option to extend the contract and the other states whether the extension has been used.   What would be good is if the Extension field is to No than the Extension Used field than is either disabled or has it's value altered as result so that contradictory information can't be entered.   This would be useful in other areas where the answer to one field impacts on another.  

00
3
1 year ago
3
368189579438h
 Discussions
Custom Fields - Field Masking

It would be useful to be able to apply some field masking rules (regex) on text, number fields, so this could allow us to enforce particular rules on the data that can be entered. For example Telephone on a Text field a field mask to only accept numerical numbers National Insurance - a text field only to accept 9 characters long, etc.

00
3
1 year ago
3
368189579438h
 Discussions
Custom Fields - Importing Data Sets

Custom Fields - Important Data Sets It would be good to be able to update lists via an import or a web service call, this would allow for greater integration to core systems Finance systems being an example.    

00
3
1 year ago
3
368189579438h
 Discussions
Forms - Workflow

It would be useful to be able to use the different forms or sections in a workflow manner. For example for PMO One Form would be for Stage 1 - Setup and only when the necessary information is available that it can go to Stage 2 - Initiation and so on and on. And linking it to various staged approvals to move on to the next stage

00
3
1 year ago
3
368189579438h
 Discussions
MyInPhase Settings to be configured via a group/user basis

MyInPhase Settings to be configured via a group/user basis At the moment we need to configure each users MyInPhase Page so only the relevent objects are shown. For example apart from PMO staff, records such as Project, Programmes, etc are not relevent. Also we have contracts and procurements which will only be assigned to Procurement staff. But by default when new object types are entered they're automatically added to people's MyInPhase, it would be good to control this via some form of group permissions, etc.

00
3
1 year ago
3
368189579438h
 Discussions
Greater control of permissions on objects

Greater control of permissions on objects -  We use the PMO portal and unless the Project Managers are the creator of the objects such as Change Requests, Decisions, Assumptions, Issues they don't have edit rights. It's possible to setup a sample object and assign the projects, but for shared objects such as Risks it's a little bit more awkward. An option for cascading permissions would be useful, were you could set the permissions at a top level (i.e. the Project record) and then any related object that impacts on that (i.e. a sub object) would inherit the permissions as well. That way a PM would have author rights or edit rights on all objects that were linked to the Project, it would be useful in other areas. Would be useful if this was configurable so you could decide as part of the relationship what permissions if any were inherited.  

00
3
1 year ago
3
368189579438h
 Discussions
Permissions to be group based not record based

Permissions to be group based not record based.   At the moment it appears that permissions is done on a record basis, it would be easier to manage if the security done from a group perspective. So you could assigned which groups could edit author or view from the group rather than just doing it from a record point of view (both would be useful).

00
3
1 year ago
3
368189579438h
 Discussions
Auto Copy / Rename Function for Portals / Briefing book

Auto Copy / Rename Function for Portals / Briefing book When I'm building new portals I tend to create from an existing page or book, however the first step is to always rename every frame to ensure that i don't accidently break an existing book or portal. It would be useful if this could be done automatically but using the portal name and frame name to create a unique composite key. This way as part of the copy and paste of a book or page, it would automatically rename each frame and prevent any undue issues should a hidden frame or existing frame be overlooked. Again having as an option during the copy paste operation would be useful

00
3
1 year ago
3
368189579438h
 Discussions
Unique URLS for Details

Unique URLS for Details -  might not suit other people but being able to link directly to a measures detail pop up would be really useful. This would allow URLS to be linked to our BI tool or KPI documentation directly to InPhase to load up the relevant KPI

00
3
1 year ago
3
368189579438h
 Discussions
Bulk Update

The Scheduled Import is a great functionality, but i wonder if it could be considered to link the output of query as the data source for an import. A common task i find myself doing is correcting measures, or updating things like planning patterns. And to do so i need to extract out the data and then import in, the query as a data source would remove the need for that.

00
3
1 year ago
3
384950318798h
 Discussions
Password re-set

Sure we are not the only ones experiencing this, but having reset password for user and selected forced password reset- when we complete this we get the following message:   500 - Internal server error. There is a problem with the resource you are looking for, and it cannot be displayed.

00
3
1 year ago
3
377570000732h
 Discussions
Time formats

I was recently asked to connect a dataset of visitor waiting times, the data came to me on an Excel spreadsheet in time formatted columns, however I found that the live connect only picked this up as text and there was no time format option to select. For my future work, it would be really useful if InPhase could recognise time formats from Excel if possible. Many thanks, Lucy

00
3
1 year ago
3
377570000732h
 Discussions
Chart statistics

Hi, We have recently been exploring the chart statistics functions on live trend widgets, for the enterprise user. They are really useful, I am going to encourage our staff to use them. It would be great if these chart statistics could be added to the tables of a live trends too, in addition to the charts, if possible. Also, I don't know whether it would be technically possible for the designer to set a toggle button for the enterprise user (say for a linear regression line) at the bottom of a live trends graph, similar to the details tabs in the Measures of My InPhase? Many thanks, Lucy

00
3
1 year ago
3
373454697837h
 Discussions
Clear down objects and measures when you need to refresh with new data

Is it possible to add for future request that having a automated way to clear down objects and measures when you need to refresh with new data

00
3
1 year ago
3
373454697837h
 Discussions
User Password request & User reset own password

Have on the login screen of inphase a way for the user to request their own account and then Admin can approve and amend in the admin area.  And a way for the user to reset their own password by using e.g. forgot password option.

00
3
1 year ago
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