Product Enhancements - January 2022

In this document:

• Events List
• Bulk Actions in Cost Center

Events List

The Events List has been redesigned so the user will have more filtering capabilities as well as improved navigation to procurement events through the links in the Description column. 

1. In the Find box you can search for events by 'Created By' name, 'Description,' etc. 

2. The Event Object drop-down will filter events based on the object. For example, you can filter for only RFE events, or only RFE and Order events. 

3. The Event Type drop-down works in conjunction with the Event Object drop-down, whereas you can filter for all Project events, then further narrow down the results by selecting an Event Type. This drop-down will also allow you to filter by Custom Events.

4. Created Date is where to filter for events created between specified dates or by a date range (last week, last month, etc.). Use the radio buttons to toggle between the two options.

5. You can also filter by a specific spec in the Specs drop-down. By selecting a spec here, any event relating to that spec will come up in your results. 

6. Custom events can be created by clicking the Create Event button. Rather than opening a new page, the event creation box will now open on the same page:

a. Select your Event Type - this is governed by the Custom Event Type List under My Group > Events. 

b. Select who to post it to (everyone, just your team, just certain Suppliers, etc.).

c. Enter the Event Description.

d. Click the Check to Save, the X to Cancel.

7. The Events are displayed by Event Type, Created By, Posted To, Description, Created Date, and Actions. 

8. The results list can be sorted by the Created Date column, ascending or descending.

9. The Description column has been updated with hyperlinks - if you have an event that deals with a procurement object, you can click the link in the description, and you will be taken to that object.

10. Navigation: Select how many results to display per page, and navigate through the pages. 

11. Actions: If there are any custom events entered, there will be delete & edit options under the Actions column.

Bulk Actions in Cost Center

Users can manage multiple existing Cost Centers at once by checking the box next to the necessary cost center and selecting the appropriate action from the “Bulk Action” dropdown. Multiple inactive cost centers can be activated at once and vice versa. They can also be deleted, but if the user does not have permission or the cost centers cannot be delete (ie, it’s been used in existing projects), an error will be thrown.