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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 about 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1

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 about 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Recurring Assignments

For checklists (and my suggested photo feature (https://projectsight.ideas.aha.io/ideas/PSW-I-143) ), I think we should be able to schedule recurring assignments. I would like for our VP of Construction to be able to assign checklists to our super...
Brendan Radich over 5 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0 Future consideration

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 over 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 over 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Ability to Set Default Assignee based on Record Type

We use the Submittals, Submittal Packages and Punch Items Modules for various types of records. For example, we create punch items for construction, FF&A, and Owner/Operations. It would be great if we could set a default assignee(s) to each of...
Guest almost 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Security Roles

When I am developing a new security role for a new project I set up an alias to assign the new security role to test it out to make sure nothing is going through that should not be shared. This is a tedious process signing out as an administrator ...
Guest over 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Add Distribution Lists to Contact Default Assignee for Workflows

Currently, under Workflow design for a record, if you want to select a default assignee, you get to select a single contact or a group (Architect, Owner,etc). Unlike other ares where you launch the contact search box, custome Distribution Lists do...
Guest over 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Assign items by Security Group (drawings/notices etc)

It can be cumbersome in large teams to assign drawings to sets of individuals each time. If an associated member within a contract team is not named as an assigned person or courtesy copied they have no visibility of the item. This means each RFI/...
Ciaran O'Brien about 2 years ago in PS Web App & Platform / Assignments & Courtesy Copies / Drawings 0

Add ability to remove more than one Assignees or CCs at a time from a record.

Add ability to remove more than one Assignees or CCs at a time from a record. Save record entry or correction.
William Atchison over 2 years 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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