Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

ADD A NEW IDEA

Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
Share feedback 1

All ideas

Showing 1177

New fields on Activity/Folder properties to store multiple cost details

When creating a new Activity / Folder there should be the ability to capture and store multiple cost fields as per below: * EAC (Estimate at Completion)* ETC (Estimate to Complete)* Remaining Contingency* Remaining Estimate Uncertainty Original Ac...
Guest over 3 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration

Summary detail risk aggregation

Summary / Detail relationship between risk and opportunity (R&O) and ship Some programs are in charge of a serial of ships. The same R&O can affect several ships of the serial. In this case a customer is using the "Summary/Detail" relation...
Kerry Crossland over 3 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 1 Will not implement

Bulk close projects

A few customers have expressed an interest in the ability to bulk "close" projects in the EMEA User Group Meeting April 17th 2018. Updating all response and risk statuses to closed and nulling the risk score in one operation. Seeing a visual indic...
Kerry Crossland over 3 years ago in Active Risk / ARM - Integration (API, Import/Exports, External Applications, Bulk Updates, ARM to ARM) 0 Future consideration

Need report options for SIM records

Currently we do not have any standard reports for SIM records. Ideally we would like to have at least an adhoc report option for SIM where we can pull SIM data as well as the associated Claim (or other Entity) data.
Guest over 3 years ago in CS - Claims Administration 1 Future consideration

New Export - OpRes (All Sections)

We don't have a report that allows us to export all the OpRes data and all the relationships like we do for the BIAs - have requested this and identified it during their POC.
Bradley Cornwell almost 2 years ago in Resilience - Reporting & Analytics 0 Future consideration

System notifications should not just be based on the approval date but should also flag/notify for users based on due date

Some plans are new and would never have been approved and users need to be notified via the due date when they need to be approved, else they will never receive the reminder.
Guest about 1 year ago in Resilience - Administration & Configuration 0 Future consideration

BC&R Mobile App - show call option on all contact and team lists

When clicking through team roles in a plan, only an email icon is visible. It would be useful to have a phone icon visible as well - this would reduce the need for duplication with the internal contacts list.
Ben Murphy almost 2 years ago in  0 Future consideration

Report Scheduling Flag

Can we have a flag to use in report scheduling? And can that flag be able to look at the UPDHIST table and be smart enough to verify if the current valuation has been processed? We have many monthly or quarterly processes we manually run for clien...
Guest almost 4 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Future consideration

File Storage to Use for Plans as Attachments

I’ve noticed that while adding a file (attachment, supplemental information) to a plan or BIA, the only option is to get it from my computer and not an existing file that exists within Riskconnect that may have already been added. Is there a way t...
Guest almost 2 years ago in Business Continuity & Resilience 1 Future consideration

BI hover help details

The financial bucket labels and hover over explanations are reflecting ClearSight's internal designations for these which does not always match the client's use and causes confusion when building reports. Request is to make these more generic. For...
Guest almost 4 years ago in CS - Reporting & Analytics - Business Intelligence 1 Future consideration