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The change order status should automatically change the change order request status which in turn should automatically change the potential change order status.

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Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Adding PO Log to the module system on the IPad

Field staff that is in the field all day, ordering materials for the job being able to track orders before we get the invoice. When out in the field and ordering all the material for the job we then have to write it down, and at the end of the day...
Guest over 2 years ago in PS Mobile Apps / iPad 1 Future consideration

Could we add a notes field in the PCO item grid that carries over to the SCO and Contract Invoice?

Currently for Schedule of values from a contract you can add notes to the field in that grid, and they carry over to Contract Invoice. The notes field displays in the Contract Invoice item grid. That notes field also shows on the rows for SCO and ...
William Atchison almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

When deleting Contact a prompt states linked to a default assignee.

It would great if the error message for deleting a contact when there is a default assignee, if the message would include where the default assignee is located. Otherwise the client is searching every form until it is found.
William Atchison almost 2 years ago in PS Web App & Platform / Companies & Contacts 2

Submittal Sorting

Need the ability to sort submittals by Number, Rev, and Spec Section at one time. Maybe give the abilty to 1st sort, 2nd sort ect. Also add multiple groups.
Guest about 4 years ago in PS Web App & Platform / Document Control 0

PCO Selection Screen on PCOs, SCOs, and PCCOs - No Status

When choosing from the list of PCOs to add to either an SCO or a COR it does not show the status of each Potential Change Order. This is crucial as someone could accidentally attach a pending PCO to a COR or SCO. I have attached a screenshot of th...
Henrick Malpica almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Void Status

For Data Protection & Integrity the ability to Delete is restricted to our Portfolio Admin. Is there a way to add a VOID Status to all modules and make the Records in that status only visible to Portfolio Admin? It's use could be restricted vi...
Mark Livolsi 7 months ago in PS Web App & Platform / Field Management 0

Add the ability to back date Date Resolved which appears in RFIs and submittals.

Currently the Date Resolved is pulled from the date a comment is created with the box checked for Marked as Approved Docs. This seems to be the only way a date is selected for the Date Resolved used in submittal reports.
William Atchison over 3 years ago in PS Web App & Platform / Document Control 0

Auto Format Phone Numbers

Phone and Fax numbers for contacts and companies should auto format like the option in Excel (XXX) XXX-XXXX so they are consistent, saves a lot of time entering numbers if you didn't have to enter dashes and it looks a lot cleaner.
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Need Staff Resource Module

This would work well with a new Project Schedule module so we can see Staff Allocations by role to each Project then see where the missing staff would be on say Pre-Con projects, by date etc. We currently use Bridgit Bench for this but we'd like t...
Mercedes Green almost 2 years ago in PS Web App & Platform / Budget & Cost Management 1

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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