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Assignments & Courtesy Copies

Showing 40 of 1982

Default Assignee - allow multiple roles

Each person can only have 1 role on the project team. We can only assign 1 role to the default assignees. There are records that need to be assigned to more than one role.
Nancy Burriss about 2 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

AEI Issues - Add Column for "Closed Assignments"

There is a column that can be pulled for "Open Assignments" - however if there are at least two subcontractors where one has completed their work, i'd like to show partial completion of that item. Could this column be added?
Nathan Tschetter 3 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Portfolio view assigned tasks

there should be a way to view your assigned tasks for all projects in a single page…. A personal to-do list off all projects. Even better if portfolio admin could view others pending items. Just like the one PS has for projects, but for portfolios.
Guest 5 months ago in PS Web App & Platform / Assignments & Courtesy Copies / Project Home Page / Dashboard 0 Future consideration

Contacts Can Comment on Records

Currently you can assign or CC a basic Contact who is not a User. That Contact will receive an email notification. It would be nice if that basic Contact could respond to the email notification and have it populate back into PS as a comment even a...
Hunter Dickerson 7 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Add title to assignments on home page

Please add the record title to the assignment cards on the home screen. While I find the assignment panel helpful, without a record title I am not able to easily open the record I want to take action on at that moment. Rather, I need to open the r...
Jeremy Sibert 8 months ago in PS Web App & Platform / Assignments & Courtesy Copies / Project Home Page 0

Items assigned to me

Allow users to see items assigned to them that are open and closed. Even if an item is marked done it should be viewable as an item assigned to them.
Henrick Malpica 8 months ago in PS Web App & Platform / Assignments & Courtesy Copies / Navigation / UI 0

Need a Workflow for Ball-In-Court on Assigned Contacts on Records

When assigning more than one responsible person to a record, we need a workflow that would notify the first responsible person then when they check complete by their name, the next responsible person would be notified that the ball is now in their...
David Huse 11 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Central Assigned Tasks Module

I would love to see all of the tasks/items assigned to me and their due dates in a list for all the projects within a porfolio.
Guest about 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 1

Add column for assignment due date

It would be helpful to have the ability to add a separate column with an assignment due date since this can be, and often is, different than the record due date. Even more efficient, the assigned due date could be displayed in the "Open Assignment...
Kenani about 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Created on Date on the "My Assignments" tab

Can a created on date search option be added to the assignments tab on all modules? So you can sort/filter records by created date.
Henrick Malpica over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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