Lifecycle Manager

Howdy all! Currently we are not able to have our Analytics (ticket data) made available to include in scheduled reports. Analytics data is also not available to add to a “Deliverable” report. I would be happy to have that to start with. Ideally any client we have assigned an X license to we’d want to deliver ticket data to in a fashion that is well beyond what our PSA affords. Bonus points if we could get them access to the LM dashboard, but scheduled reporting is ideal.  I would imagine as Analytics is in beta that these types of features are coming but I was curious of a potential timeline.  Cheers!

We really need to get the Stack Alignment from LCI into LMX. I was expecting it to be in the Ignition releases.  

HardwareThe columns that we choose seem to memorise based on the client selected. Can we just have a defined view that sticks across all clients? We use the same view all the time and setting it for each client is just creating unnecessary work.

Contracts When we import the contract details it is double counting the contract value as the contract header has the total value and the sub contract items are added once again. If you look at the import screen, you can see the hierachy view. Ideally this is how it would be presented in the budget report.

We often perform multiple assessments for a number of different reasons.  We should be able to present the results of mutliple assessments in LMX  (just like we could in LCI)In Deliverables 2.0 provide the ability to include multiple Assessments for presentation.

Hello, I am really hoping the product improves over time. What good are assessments to assess potential clients when we cannot create new companies without them being created in CW WITH assets/configurations? Please let me know if I am wrong, but there is no way to create a client without them having assets to sync… right?The more I try to use the product, the more half-baked and thought out it feels. 

Good morning. I'm new to Lifecycles Manager, and we just integrated Ninja and pulled all endpoints into the manager. My question is, we have several systems that have Microsoft ESU licenses added. Is there a way to instruct lifecycles not to include those systems in the unsupported OS category? 

As I have been working on building Assessment Templates, I have run into a problem with “Session Expired” even though I am interacting with the screen, entering questions, clicking “Done”, or rearranging questions, etc.  The only way to stop it is hitting “Save Changes” constantly.  The timeout needs to be longer, and a warning should be provided before the “Session Expired” message pops up and I lose my work.Has anyone else run into this issue as you are configuring your system?

Assets can be sorted during initiative creation; however, the sorting does not persist when the report is downloaded. Maintaining asset order in reports is critical and should be considered a high priority. This functionality is essential and needs to be implemented immediately.  

Hi,With HPE Aruba switches, Lifecycle Manager is picking up the base warranty which is generally for a 5 month period before it moves to the Limited lifetime warranty that has years on it. Here is an example:Do I have to manually go in an update each of the switches with the correct warranty date or is this something you can fix centrally, or have the system pick up the correct warranty?  Regards

Is there a way to specify which data source is used for the final summary in the ScalePad reporting integration?We’ve noticed that some of our assets receive data from both Datto RMM and HP Inc Lookup, but the final summary currently selects HP Inc Lookup as the source. We would prefer it to use the Datto RMM data instead.Could you please advise if there’s a setting or configuration to control this behavior?

I’m looking to move my multi-factor from one app to another, but I don’t see a way to reset it in my profile. Anyone know how to do that when it’s required by an administrator?Is there a way for another admin to reset it?

I’m new to the product and I’m not sure how to get it working - to share a roadmap with a client.The 2 options available: - Start Presenting … is there a way I can share this link with the client so that they can log in with their own account to see it? Or is the idea only that this link would be used by me during a live presentation?  - Download: doesn’t seem to work. All I get is a download called “undefined” 1KB in size. Thanks!

Hey everyone,I wanted to see if anyone else has run into this problem with ScalePad Lifecycle Manager.We recently had a client rename in ConnectWise, and noticed that Lifecycle Manager essentially treated it like a brand-new client. I reached out to ScalePad support, and their response was that the product is working as designed and we should just rename the client back.Yeah… that ain’t gonna work.Here’s why: The Client ID in ConnectWise doesn’t change when a company is renamed. That’s the persistent identifier that tools like Lifecycle Manager should be keying off of, not the display name. Telling us to “rename it back” completely breaks operational workflows. Clients rebrand, get acquired, merge, or simply change names — and reverting back is not an option in the real world. This creates unnecessary data fragmentation and additional manual cleanup in Lifecycle Manager. I’m curi

I would like to be able to query the Lifecycle manager data from a REST API - We are trying to build automated data driven reports and need the data to parse the data from other tools and portals. I don’t see any documentation for the ScalePad API and was hoping I am just missing it. 

I can’t tell if they’re running or not, because I’m not receiving the Test message.  Do I need to configure something in the system settings?Thank you 

We are working on setting up the SaaS feature for one of our tenants to explore how this new feature functions. However, no information is currently displaying. Could we schedule a call to learn more about how it works and how we can implement it for our clients?Thank you.   

We are a long time Quoter user - since Socket - and would love to beta test the integration between Lifecycle Manager and Quoter for Workstation Assurance packages.Thanks 😍

Thank you for the ability for DATTO EDR logging into the reporting.  Now I am noticing Scalepad does not recogonize VSAX not being picked up on the reporting.  I know our clients have the RMM installed, but Scalepad show it does not.  This still prevents me from sending reports to clients.  Do we have a timeframe for VSAX recognized as RMM installed on devices?

When we first signed up for this service a couple of months ago I had the ability to create a new initiative based on an insight (workstations over X years old) and spread the workstations across X amount of quarters. I was then able to move computers between those quarters. I no longer see this functionality. Is it removed or has it been moved somewhere else? This is a basic function that sold us on the platform in the first place. The program is not much use if we cannot easily and intuitively plan out our equipment lifecycle. Thanks