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Reports do not have a way to include record Item attachments such as Checklist items.

As a result of missing functionality described in https://projectsight.ideas.aha.io/ideas/PSW-I-1542 the inability to include the Checklist item attachments is more relevant to the client. The report will only provide a link, so the client has a i...
William Atchison over 1 year ago in PS Web App & Platform / Field Management 0

Daily Reports - Labor Status - Approval

In the Daily Report module under Labor you have a status for pending and approved. When marked as pending the labor doesn't appear on the view screen or within the total labor on the daily report. We would like the option to eliminate the pending ...
Jessica Ream over 1 year ago in PS Web App & Platform / Daily Reports 1

Better Attachment Printing/Visibility Controls

Problem: Throughout the life an RFI, it's common to have many attachments for references or proposed solutions. When printing the RFI after it has been answered, a user has to know which ones to select to include in the printed version. Otherwise,...
Brendan Radich almost 3 years ago in PS Web App & Platform / Reports 0

Add date field to comments

When you enter a comment, the date is automatically the date that the comment is written. It would be good if there was a date field in the comment box so that, if minutes are written a day or two after the meeting, the comment date could be the d...
Guest about 4 years ago in PS Web App & Platform / Comments 0

Filter Closed vs Open Submittal Packages

We use Submittal Packages. Currently you can filter by status, and to filter for open submittal packages we need to select multiple statuses to see what's open. The options we have are Pending Trade Submission, In CM Review, Submitted to Architect...
Ellen Shirreffs 10 months ago in PS Web App & Platform / Document Control 0

Financial Information Viewable by Company

For a company that is allowing CMs to operate as GCs on their jobs they would like them to have the ability to process invoices and access to company specific BCM information currently permissions are set edit/view all. Being able to apply a filte...
Nick Weilemann about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Scroll button

When zooming into plan pages, if you get too close to the edge of a plan, it automatically scrolls to the next plan page, too sensitive. Utilizing an arrow button to manually move to the next page would be helpful
Guest over 1 year ago in PS Mobile Apps / Drawings 0 Future consideration

Folder and File Sorting in File Library

When viewing a list of folders, the sort options are very limited. Also can't reverse sort, ie. ascending or descending. Seems like a no-brainer, but maybe click on the column header so it sorts ascending and another click sorts descending; Much l...
Dwain Wood over 4 years ago in PS Web App & Platform / File Library 0

Enforce data entry on all user-configured required fields during record creation

When creating new records, all system-defined required fields must be entered when creating new records. However, user-configured required fields are not enforced. Users can create a new record, such as a Contract, fill in all standard required fi...
Michael Worthington about 2 years ago in PS Web App & Platform / Forms 0

Thumbnail View for Files

We often have large submittal files that can be hundreds of pages long. So far, I can only swipe one page at a time right to left to flip through the submittal. It'd be convenient to have a thumbnail view or a way to quickly go through files to he...
Guest over 3 years ago in PS Mobile Apps / iPad 0 Planned