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Record Management

Showing 32

Issue to RFI creation

There should be a way to convert an Issue to RFI. Title, uplodaed files, location, etc. to be transferred to a new RFI. This will save time entering all the above into the new RFI. Please advise.
Guest 1 day ago in PS Web App & Platform / Record Management 0

Meetings

I have used Procore the past 7 years and in Procore's Meeting Section, you create a Meeting Agenda and then convert that Agenda to Meeting Minutes. In ProjectSight, you are unable to do this
Vickie Dynes 8 days ago in PS Web App & Platform / Record Management 1

Section Header - Removable

When working with checklists and making templates for them I have the option of choosing multiple "Checklist item types". I really like the option to use a "Section Header - Copyable" making the tempelate more flexible in use. An example being for...
Kaj van Brussel 12 days ago in PS Web App & Platform / Record Management 0

Records more/less

In the new user interface under Records there is an option to select More to expand and view more records. However, when "More" is selected, it expands but leaves "Less" in the middle of the list of records. Please move "Less" to the bottom of the...
Mohannad Yousef about 1 month ago in PS Web App & Platform / Record Management 2

Project Calendar Feature

It would be nice to have a calendar feature that we could put important dates on. Also be nice if then also action items, issues, RFI's were to show on the calendar as well. I know this would be difficult but would be nice to have a Microsoft Offi...
Ethan Parks 8 months ago in PS Web App & Platform / Record Management 1

Template Records on Template Project

Add the ability to populate template records like meeting minutes and/or action items so an import/export is not required on each job.
Henrick Malpica 9 months ago in PS Web App & Platform / Record Management 0

Have a preview option in the Project Settings when creating Checklist Templates

When creating a checklist I currently can't tell how it will actually look until I publish it, pull it into the module, create a new checklist and then go to print option. Would be nice to be able to view a preview during creating the checklist.
Rachael Hill about 3 years ago in PS Web App & Platform / Record Management 1

Custom Cover Pages

We would like to be able to upload custom cover pages in the Submittals and RFI modules, like you can do in Viewpoint Team. https://help.viewpoint.com/en/viewpoint-team/viewpoint-team/project-setup/project-settings/project-settings-for-submittals/...
Aaron Deister 4 months ago in PS Web App & Platform / Record Management 0

Retrieve Deleted Records

With the trashcan button located next to all of the other buttons in the top right, it is easy to accidentally click it. Then even though it prompts you, if you click ok the record is gone forever. It can be disheartening to tell my users they nee...
Byron Grimm about 5 years ago in PS Web App & Platform / Record Management 4 Likely to implement

Include in Emails and Reports' Default Setting

Currently there is no option on the portfolio or project level to set the default value for the 'Include in Emails and Reports' check box and it is currently set to include. When printing a record to pdf it is virtually impossible to exclude all n...
Michael Handlmaier over 2 years ago in PS Web App & Platform / Record Management 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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