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Assignments & Courtesy Copies

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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

Checklist Assignments to show up on Dashboard

Currently the Checklist Assignments do not show up on Dashboard "Items Assigned to Me". They only show up in "Items Assigned to My Company" From related idea: Currently when you input a checklist approver the do not get a notification, nor does it...
Preston Clowney about 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1 Likely to implement

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

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

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

Closing Assignments in Meeting Minutes, RFI's Submittals, etc.

When you assign a person an item or issue, and then close the item ProjectSight should automatically close the assignment as well. You would almost never have a closed item with the assignment being open. THis helps keep the information in Project...
Jakeb Moon almost 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Default CC Assignees

The ability to set a default CC assignee at the project-level for the various record types. Similar to how the default assignee currently functions.
Guest over 2 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

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

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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