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Custom Fields

Showing 18

Add option to sort PCOs numerically

When creating a Custom Field in any module, the field is set to editable (green checkmark) in Security Roles > Fields. This should not be editable by Default. Entered upon request by Wynn. The Portoflio Admin should be flagged everytime a custo...
Guest 12 days ago in PS Web App & Platform / Custom Fields 0

Allow PA to select when creating custom field if it is a field that should be locked with the rest of the record.

Right now, if I have a custom field in the line level of a CI, it locks with the rest of the record when another CI is created after it. As a custom field, I should be able to determine if it gets locked or remains editable.
Katy Rodina 3 months ago in PS Web App & Platform / Custom Fields 0

Allow Custom Fields to be Edited

Currently you cannot edit the custom fields title and character limit after it is created. The only alternative is to make a new custom field. This isn't a good option as you would need to make new links in all the reports and if you delete the ol...
James McGoldrick 11 months ago in PS Web App & Platform / Custom Fields 0

Add PCO Description to the Custom Budget Transaction Report

It will show the description of the PCO that was used in the budget change
Guest over 1 year ago in PS Web App & Platform / Custom Fields 0

Custom fields to appear for certain record types

Custom fields should be setup to appear based on the type of record selected. For example, if I am creating an Issue record and I select the type as field conditions then I should only see custom fields having to do with field conditions.
Henrick Malpica over 1 year ago in PS Web App & Platform / Custom Fields 0

Add a Company List as a drop down list in the Checklist Module

When customizing checklist it would be nice to have the ability to add a company list drop down which links to the companies within portfolio or project settings.
Henrick Malpica almost 2 years ago in PS Web App & Platform / Custom Fields 0

Ability to require Custom Fields

Provide ability to make custom fields required if necessary for all type of fields. For example: Custom Field " Waiver attached?"
Jane Shulzhenko almost 3 years ago in PS Web App & Platform / Custom Fields 0 Already exists

Custom Fields Tab should have the ability to insert section titles

When modules need several custom fields, it would be helpful to have them organized with headers. I suggest that you add a "Title" Type to the Custom Field that would just format the Lable to look like other subheaders (Blue and Larger Font Size).
Guest over 3 years ago in PS Web App & Platform / Custom Fields 0

add company/contact to custom fields

A lot of data fields can already be added as custom field to the records. It would be helpful if company and contact lookups could be added as well.
Michael Handlmaier almost 4 years ago in PS Web App & Platform / Custom Fields 0

Adding N/A Button for Date Fields

Currently in the software when using date fields there is no way to report if a date is not needed in a module. Often times we run into situations where something that is required on some projects is not required on others and or required for some...
Guest almost 4 years ago in PS Web App & Platform / Custom Fields 0 Future consideration

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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