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

32 VOTE

Set Default Views at Portfolio Level

It would be beneficial to be able to adjust the default view portfolio-wide, especially on RFI list view, as a starting point for users. This would promote better efficiency from the onset and allow the list view to function as a dashboard.

Guest about 5 years ago in PS Web App & Platform / Custom Fields 1 Future consideration

4 VOTE

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

1 VOTE

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

16 VOTE

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

5 VOTE

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

18 VOTE

Custom Fields in the Short Form

Can we get custom fields into short form instead of the custom field tab/required field when creating new record? If there's a field we need to be required, we'd prefer it appear for our users on the short form and not have to open the full form t...

Guest almost 5 years ago in PS Web App & Platform / Custom Fields 0 Future consideration

10 VOTE

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

13 VOTE

Ability to Create Custom Forms

There are numerous forms companies have that do not fall under any of the current forms. I would like the ability to take UDF's further and create simple forms to cover these. Some examples include: theft reports, injury reports, warranty requests...

Byron Grimm almost 5 years ago in PS Web App & Platform / Custom Fields 2 Future consideration

11 VOTE

Add Signature Field

Some forms ultimately need to be printed out and signed. It would save time if we could add a signature field directly in Projectsight rather than link to DocuSign, Bluebeam, print/scan, or some other work around.

Byron Grimm almost 5 years ago in PS Web App & Platform / Custom Fields 0 Future consideration

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