Lifecycle Manager

Is anyone playing with Scalepad MCP and finding some cool use cases with Lifecycle Manager? I’ve been trying different workflows but haven’t found a gamechanger process yet. I like that it can create initiatives, but I want assets linked to the new initiatives, so I still need to touch each one manually.

We need the assessment reports to keep the formatting when exporting to pdf. Support confirmed that the library they use for creating pdfs does not natively support rich text so it extracts the public comments to plain text. This makes the reports look less professional and hard to read.This first image is a public comment in an assessment with bullet points and bold, the way I want it to appearThis next photo is how the exported pdf report strips the formatting and does not look good 

Would it be possible to add a button in the “edit info” page of an asset to take you back to the client asset page you were just in?

SolarWinds N-central Agent under software is the incorrect description.  The company is now called “N-Able Technologies” you have a specific API with them, yet you still refer to their Software as SolarWinds under RMM.   This should “literally” take you 5 minutes to change the description in your database.It’s been 5 YEARS now.SolarWinds Corpo

Avanan is by far the best Spam filter agent in my opinion. I’d like my QBR’s to reflect what Avanan does for my clients. Will this or other Spam filter monitoring be added to lifecycle manager for our QBR’s? or if this isn’t on roadmap for integrations is there another way to get this info into our QBR’s that’s not manually adding pages that don’t match the flow of the QBR? thoughts?

I would like to be able to delete in mass all contract information for a client that is sync’d from the PSA.In the event that you sync all contracts and their child records, the dollars get doubled. I did not realize this, and now have to individually delete each contract record for each client that is a “duplicate”.Painful.

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.

We have some included software that we set to “No Charge” to ensure our costs are captured against a managed service agreement. How do I get these zeroed out on the budget in LMX?

Hello,It would be nice if you could see the contracts that are selected to show on the main page of contracts.  For example, when I click into Sync from PSA, it would be nice to see which contracts I already have synced.  Sometimes there are a lot of contracts, and I don’t want to double up which ones I have selected. Thank you!

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.

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