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Showing 2178

Sub RFI # Field in RFIs

It would be helpful to have an extra field in the RFI module to be able to include a Sub RFI number (when applicable) so that we can filter/report for a single sub's RFIs only and easily reference the project RFI number to a sub RFI number.
Guest over 3 years ago in PS Web App & Platform / Record Management 0

Form and field attributes

it would be useful is forms can be added on a project admin level and not just a portfolio admin. Along with editing field attributes and adjusting what each form needs.
Guest over 2 years ago in PS Web App & Platform / Forms 0

Ability to format contracts (indent, bullet points, bold, etc)

It is important to organize and format contracts, indents, bold text, etc do not copy over from word.
Kenani over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

When exporting a project and receiving the download email there is no expiration date in the email.

Client had exported their project and waited over 7 days to download with the link. A message came down that the link had expired in 7 days. We should include an expiration date in the download link email, so clients are aware.
William Atchison over 2 years ago in PS Web App & Platform / Portfolios 0

Requirement for Contracts

Currently you can create a Contract without putting in any SOV Line Items. It would great if you can make SOV Line Items required from within Field Attributes.
Hunter Dickerson over 2 years ago in PS Web App & Platform 0

Distribution Groups visible in User View

Currently, the only way to see if an individual is in a certain distribution group is to search the specific distribution group. It would be helpful if, in the user list, you could see what distribution groups an individual is part of.
Guest over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Previous PO Balance - Update online help

Please update some additional information around the Previous PO Balance field under the General Invoices area to clarify what the balance represents and why it may change. The below is how we explained it to a customer for reference: The Previous...
Guest over 2 years ago in PS Web App & Platform / Help 0 Planned

Ability to edit record data directly in the list view

This is a similar request to PSW-I-27 (https://projectsight.ideas.aha.io/ideas/PSW-I-27) (batch editing), but it would be nice to have the ability to edit data directly in the list view.
James Vandezande over 4 years ago in PS Web App & Platform / Document Control 0

Would be good to have general contract and subcontract templates built in similar to AIA forms

No description provided
Guest over 4 years ago in PS Web App & Platform 0

Notifications to be sent based on Status change and security category

Enhancement description: Notifications to be sent based on Status change and security category. for example: "Security category A" want to receive a notification if the record changes to "Open" only, however, "Security category B" wants to receive...
Guest over 4 years ago in PS Web App & Platform / Notifications 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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