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Assignments & Courtesy Copies

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Add Assigned To Function to Transmittal & Correspondence

When sending a transmittal, it is emailed to the correct party. I slide the acknowledgement requirement button. However, there is no follow up after compared to the RFIs or submittals with the assigned to function with the checkmark. I suggest to ...
Guest over 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1

Portfolio view assigned tasks

there should be a way to view your assigned tasks for all projects in a single page…. A personal to-do list off all projects. Even better if portfolio admin could view others pending items. Just like the one PS has for projects, but for portfolios.
Guest 6 months ago in PS Web App & Platform / Assignments & Courtesy Copies / Project Home Page / Dashboard 0 Future consideration

Add title to assignments on home page

Please add the record title to the assignment cards on the home screen. While I find the assignment panel helpful, without a record title I am not able to easily open the record I want to take action on at that moment. Rather, I need to open the r...
Jeremy Sibert 8 months ago in PS Web App & Platform / Assignments & Courtesy Copies / Project Home Page 0

Items assigned to me

Allow users to see items assigned to them that are open and closed. Even if an item is marked done it should be viewable as an item assigned to them.
Henrick Malpica 8 months ago in PS Web App & Platform / Assignments & Courtesy Copies / Navigation / UI 0

Direct Access to Full Contact Selector

We would like to see a shortcut for going directly to the full contact selector for assignments & courtesy copies. Add an option to allow advanced users to control (or shift) + left mouse click on the add button to bring up the full contact se...
Brendan Radich over 2 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Would be good to go to a specific project team member in the project directory and generate a list on the screen of all records associated with that user with the ability to filter the records down to those which are open assignments and generate a report of all open issues or send out as a notification.

No description provided
Guest about 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Open Item List by User

The dashboard allows us to list open items assigned to us, but not open items assigned to outside users. Would be good to have the ability to select all open (assigned) items for a specific outside user and generate a report from that as well as t...
Guest about 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

AEI Issues - Add Column for "Closed Assignments"

There is a column that can be pulled for "Open Assignments" - however if there are at least two subcontractors where one has completed their work, i'd like to show partial completion of that item. Could this column be added?
Nathan Tschetter 3 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Add column for assignment due date

It would be helpful to have the ability to add a separate column with an assignment due date since this can be, and often is, different than the record due date. Even more efficient, the assigned due date could be displayed in the "Open Assignment...
Kenani about 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Created on Date on the "My Assignments" tab

Can a created on date search option be added to the assignments tab on all modules? So you can sort/filter records by created date.
Henrick Malpica over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 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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