Move projects between processes
It would be really helpful to be able to move projects between processes. We use Foundant to keep track of scholarship students, and schools often enter students in the wrong process by mistake.
Stephanie
shared this idea
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Mary Giraulo
commented
This seems like something that should be available on "GLM Classic." I understand that it's complex to switch between processes that have different questions, but this is something that almost everyone will run up against at some point, due to the way you've designed your software with all grants segregated into processes.
At the very least, it ought to be possible to make an option to shift a request to a brand new process, which would create a duplicate of the current process so that we could change the name of the process or add "phase 2," etc.
Please put this back on your to-do list!!!
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This feature is in place in the GLM Advanced product. If it is something you feel your organization would benefit from, reach out to your CSM for more information regarding pricing, training, etc.
Thanks again for the feedback and your suggestions!