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Document Control

Showing 235 of 2322

Please add responsible company or to/from capability to RFI form for reporting/exporting RFI reports

In many cases we need to upload our RFI to the architects system (we cannot use assignments and notifications, they do not want emails - we can't even email them the report, we have to upload it to Newforma). We need to have the ability to show to...
Guest over 5 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 almost 2 years ago in PS Web App & Platform / Document Control 0

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 over 1 year ago in PS Web App & Platform / Document Control 0 Future consideration

Submittal Sorting

Need the ability to sort submittals by Number, Rev, and Spec Section at one time. Maybe give the abilty to 1st sort, 2nd sort ect. Also add multiple groups.
Guest over 4 years ago in PS Web App & Platform / Document Control 0

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 over 1 year ago in PS Web App & Platform / Document Control 0

Need to Batch Edit Sharing

We might not want to show all RFIs amd Submittals to project users when they arw open and the workflow statuses only work with edit ability not if they can view the record In Viewpoint Team we have the option to toggle private or public in batch...
Mercedes Green about 1 year ago in PS Web App & Platform / Document Control 0

minutes should print all action items

When attempting to print the meeting minutes, it does not print any of the action items. Yes it is an option on the pull down screen to print them, however it does not work. In fact all the options for printing meeting minutes do not print anythin...
Jonathan Elder over 3 years ago in PS Web App & Platform / Document Control 0

Submittal Package & Submittal Transmittals

GC, Clients & Consultants (Architects & Engineers: would benefit. 1st Issue - the submittal package detail reports does not have a column with the description only the subject. 2nd - The Submittal Package does not have the ability to uploa...
Brian Shawe over 5 years ago in PS Web App & Platform / Document Control 0

Button or alternative method to expand all topics within Meeting Minutes

Expand meeting minutes quicker, everyone using meeting minutes. Function just like a check all box but would expand all.
mark Lindley about 1 year ago in PS Web App & Platform / Document Control 0

Ability to assign Project Roles to distribute documents in RFIs & Submittals

Enhancement description: Ability to assign Project Roles to distribute documents in RFIs & Submittals What is the customer trying to accomplish? Client wants the ability to assign RFI's or Submittals based on Project Role How is the lack of fu...
Guest about 6 years ago in PS Web App & Platform / Document Control 0 Future consideration