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Spec Registration Enhancements within Agile Project Container Starting February 5th 2020.

Byagile Administrator

Based on your feedback, we are now deploying several significant upgrades to Agile Project Container on February 5th that greatly improve the process of spec and territory reps collaborating on cross-territory specifications and maximize our opportunities to win these projects together. These upgrades are detailed below. A brief training video can also be viewed: https://acuitybrandsinc.sharepoint.com/:v:/s/IST/ERxL_-3B9WlHrm0LVVIZ-8wBXqOJ435p553sr0WJeZmFXg?e=jMQOz3…

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SPEC Registration – Document Sharing Improvements

Byagile Administrator

We have made improvements with project document sharing in the Spec Registration process.   When submitting a project for registration approval, the spec rep will now have to “share” their specification related documents with the territory rep. Previously, all documents uploaded by the spec rep were visible to the territory rep which sometimes exposed documents that…
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Another round of agile Project Container and Spec Registration Enhancements!

ByLinda

More enhancements have been added to further improve your Project Container and Spec Registration experience.

  • Added a new link to find an ABL Rep:   We added a link to look up an ABL Rep to the Agent Selection dialog located in the Specification Registration section.
  • Automatic Subscriptions: A subscription will now automatically be assigned when the Spec Rep and commission splits are assigned on a project.
  • Disabled the Out of Territory Project Status:  To prevent misuse of this status, we are disabling it so that it can only be set by the system.
  • Spec Rep can now add Quotes after a project is accepted: We now allow quote entry on the original spec project.
  • Re-named Territory Rep Field:  In an attempt to eliminate confusion, the Territory Rep field is now labeled Territory/Order Rep.
  • Alerts icon:  An Alerts icon has been added to the Project Container toolbar indicating that a project has been registered for specification credit and action is needed
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agile Project Container and Spec Registration Enhancements!

ByLinda

Check out these new enhancements to Project Container and Spec Registration:

  • Territory rep has ability to create manual subscriptions: For those scenarios where a Territory Rep needs to grant spec credit on a project that did not go through the spec registration process, new functionality now allows the Territory Rep to also create a manual subscription for the Spec Rep. This limited view subscription gives the Spec Rep the same access as when a project has been registered using the spec registration process.
  • Spec Rep can now add Contacts after a project is registered: On those occasions where a Spec Rep needs to add contacts to a project that has already been registered for specification credit, we now allow edits on the original spec project.
  • Added a new Toolbar to Project Container: We added a new Toolbar to Project Container to be consistent with other agile applications. The Print and Save As New buttons have been moved to the new toolbar