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Document Control

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Have scheduled daily to do action items or checklist to add to daily report

Daily scheduled "to do" or action items that can be tied to the daily report and so I don't have to create daily action items. Maybe a "scheduled task" and then "repeat daily, weekly, monthly as options." I mostly need them for the daily report, s...
Jeff Nardoni about 1 year ago in PS Web App & Platform / Document Control 0 Future consideration

Expand/Collapse-All Button in Meeting Topics

When jumping between Topic items when there are a lot of items, it would be nice to be able to collapse all topics, then select the one needed.
Harold Tuggy about 1 year ago in PS Web App & Platform / Document Control 0

Submittal numbering- allow manual manipulation to add letters, example @ 3A

Allow manual manipulation of submittal & RFI numbering. Sometimes submittals have several parts that are not all submitted at the same time. It helps with organizing.
Guest about 3 years ago in PS Web App & Platform / Document Control 0 Future consideration

Drawing Set subfolders

Current Drawing set feature dont allow to create a sub folder for various disciplines while uploading , All disciplines might not have same title block and it is time consuming to upload and tag each files. The easy way should be creating a subfol...
kaushik padala over 1 year ago in PS Web App & Platform / Document Control / Drawings 0

Allow carried forward Meeting Minute topic user define topic numbers to save in new meeting.

Currently if you have renumbered topics in your meeting, and you wish to carry forward those renumbered into the next meeting they will just revert to the default number. This request is to allow for the carried forward numbers to stay in the new ...
William Atchison about 3 years ago in PS Web App & Platform / Document Control 1

Submittal and RFI Logs saved down to a local file for records

When generating and emailing submittal and RFI logs through project sight, it would be beneficial to have an option that would allow the author to have a local file folder that would save down these logs for local record. This will eliminate the e...
Guest almost 3 years ago in PS Web App & Platform / Document Control 0

Unlock Contract Invoice Category

Extension off of shipped idea: https://projectsight.ideas.aha.io/ideas/PSW-I-2880 Please also apply this to contract invoices! The category is locked when invoices are stacked with the only option to change them being to delete everything and rekey.
Nick Weilemann over 1 year ago in PS Web App & Platform / Document Control 0

Add "responsible company" filter to submittal packages

There is no way to sort submittal packages by trade partner. This filter is available in other modules.
Alex Wong 5 months ago in PS Web App & Platform / Document Control 0

RFI History - No Record of RFI Being Issued

When issuing an RFI by Print Report Email, this action is not listed in the History tab. It should be shown in the History tab that the RFI has been sent, and it should list the recipients of the email as the most recent action. When clicking send...
Guest about 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

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

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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