Announcements

Welcome to Forma for Construction Ideas! View the Forma for Construction Product Roadmap here. Top-voted ideas may be considered for future development. Learn more about the feedback process here.

cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Assigned to Me - Include Role / Group approvers + Requestor Tracker

Assigned to Me - Include Role / Group approvers + Requestor Tracker

Problem Statement
The “Assigned to Me” widget in Autodesk Construction Cloud currently only displays items where the user is the explicit current assignee of the workflow step.

In many construction workflows, approvals are configured using:

  • Role-based reviewers

  • Company-based reviewers

  • Group or parallel approvers

In these scenarios, users who are responsible for approving an item do not see the item in “Assigned to Me”, even though they must review it.

This creates a visibility gap and increases the risk of missed approvals and workflow delays, especially in large programs where:

  • design reviews involve multiple stakeholders

  • vendors and internal teams approve in parallel

  • corporate gates require several reviewers

Additionally, requestors cannot easily track their own submissions from the dashboard.


Current Limitation

The “Assigned to Me” widget only shows:

  • items where the user is the direct assignee

  • the current workflow step owner

It does not include:

  • role-based approvers

  • company/group approvers

  • users included in a parallel approval step

  • items requested by the user


Requested Enhancement

  1. Extend “Assigned to Me” logic

Include items where the user is:

  • part of a Role assigned in the workflow

  • part of a Company reviewer assignment

  • part of a Group reviewer assignment

  • one of the parallel reviewers in the active step

This would ensure that all users responsible for action see the item in their dashboard.

 

  1. Add a new dashboard card: “Requested by Me”

A second widget would show items initiated by the user, allowing requestors to monitor their submissions.

Suggested card:

Requested by Me

Includes:

  • RFIs created by the user

  • Reviews initiated by the user

  • Submittals initiated by the user

  • Issues created by the user

  • Meeting action items created by the user

Purpose:

  • Track approval progress

  • Improve accountability

  • Reduce follow-up emails


Example Use Case (Construction Program)

A store design package review requires approval from:

  • Architecture

  • Construction

  • Brand team

  • Procurement

The workflow step includes 4 parallel reviewers.

Current behavior:

  • Only one reviewer may appear in “Assigned to Me”

  • Other reviewers may not see the item in their dashboard.

Requested behavior:

  • All reviewers see the task in Assigned to Me

  • The design manager who initiated the review sees it in Requested by Me


Business Impact

Benefits:

  • Prevent missed approvals

  • Improve workflow visibility

  • Reduce manual follow-ups

  • Improve accountability in multi-reviewer processes

  • Better dashboard experience for project managers and requestors

This is particularly important for large programs with distributed teams and vendors, where approval workflows are critical to schedule control.

1 Comment
buildintel
Advocate

@Enrico_TrovatoZVEP5 
Your quickest way to victory would be dataconnector PBIs or integrations

BI

Can't find what you're looking for? Ask the community or share your knowledge.

Submit Idea