About theresa.reid

theresa.reid · ‎04-24-2020

Drill to Transaction Functionality is considered critical for some partners/clients as it's functionality that has no alternate solution. I have heard specifically from FP&A implementations regarding allocations, as well as ICM use cases, but would love anyone giving kudos to leave comments with additional examples of it's use. Creating this idea because the standard way of submitting feedback via the New UX is only relevant to those actively using the New UX.

theresa.reid · ‎02-11-2020

Hi @patilchhaya. I am not totally sure which part of the rendering you're having an issue with, but a couple notes: Mobile cards render in at vertical layout with a fixed height (which varies by card type), and in order from top to bottom left to right within each section. From my interpretation your cards are rendering like the attached screenshot, because they're all within the same section. Any cards in the section above would render before these, and after would come next in the line up. Keep that in mind when designing for mobile. This visual you created may need to be re-thought for mobile rendering.

theresa.reid · ‎01-22-2020

@mweinzim24 I'm sure you know now that the mobile app is now available! Someone mentioned only having one element per stack, but you can definitely have more than one...the mo bile app renders cards top to bottom within a section and then left to right. We have found the current best way to develop is simply to open the app as you go, as different browsers produce different results when trying to use some of their built in resizing views. As well, for better end user adoption I recommend creating a separate app for mobile users to access...this was you know they will only open pages which you have built to render on mobile. Good luck!

theresa.reid · ‎01-21-2020

@Ari we are still using KPI cards for this purpose. They will render in the mobile app, and will display the first line of the text. Then, users can tap the card to expand it and read more.

theresa.reid · ‎01-21-2020

@EHarris like @AWhitworth I have also found that creating a separate app is nice not just to enable you to make the page "flow"and render properly for mobile (cards render left to right, top to bottom within each section that you can "drop" a card into) , but it also creates a path for users to ONLY see pages that have been made mobile friendly.

theresa.reid · ‎09-06-2019

We have been using the Honeycomb powerpoint to drive visuals of use cases and road map discussions with clients. It would be an awesome continuation of the theme to have the ability to create a "Honeycomb" chart within the agile app to visualize the use cases and double click into them to run project status.

theresa.reid · ‎08-01-2019

Can the default Summary for numeric line items be None rather than Sum. This way it's a conscious action to turn the sum on, rather than a need to remember to turn them off. I know there's another post to have this an option that can be set by each module, which would be advanced, but I continue to hear about sums being off as best practice so why not have it built into the product to be off.

About theresa.reid

Drill to Transaction Functionality in the New UX

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Re: New UX on Mobile

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Re: Data entry on mobile in the New UX

Honeycomb Chart for Agile App and Beyond

Summary Default to None for Numeric Line Items

Re: New UX on Mobile

Drill to Transaction Functionality in the New UX

Re: New UX on Mobile

Summary Default to None for Numeric Line Items

Drill to Transaction Functionality in the New UX

Summary Default to None for Numeric Line Items

Re: New UX on Mobile

Drill to Transaction Functionality in the New UX

Re: New UX on Mobile

Summary Default to None for Numeric Line Items

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