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Document Control

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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 about 5 years ago in PS Web App & Platform / Document Control 0

Submittal Transmittal

Request the submittal transmittal be added to project sight, similar to what is in Prolog. Submittal Transmittal should take submittal items from the package and insert them into the Submittal Transmittal.
J D over 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 almost 6 years ago in PS Web App & Platform / Document Control 0 Future consideration

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 6 months ago in PS Web App & Platform / Document Control 0

Better Organization Hierarchy for Transmittals

It's difficult for users from different teams to navigate in the sea of thousands of transmittals. Allow to create multiple sub folders in "Transmittals and Correspondence" so the letters could be organized by teams or projects. For instance, inco...
Mizzu Cho about 1 year ago in PS Web App & Platform / Document Control 0

Able to Track Correspondences by Conversations

Instead of having to make a post for each correspondence and having to swim in the pile of 100000 letters, allow to attach files to items under the transmittals page as it is in "Meeting Minutes" pages. That way, we would only have to log the firs...
Mizzu Cho about 1 year ago in PS Web App & Platform / Document Control 0

Allow outside collaborators to add RFIs without numbers, to be later assigned once accepted by the GC or CM

Add a feature to allow the GC or CM to assign an RFI number once the RFI is accepted. Right now, when a subcontractor or vendor adds an RFI, it is automatically assigned a number. If the GC or CM wants to reject it, and not assign a number, this i...
Julie Adler over 5 years ago in PS Web App & Platform / Document Control 0

Add the ability to back date Date Resolved which appears in RFIs and submittals.

Currently the Date Resolved is pulled from the date a comment is created with the box checked for Marked as Approved Docs. This seems to be the only way a date is selected for the Date Resolved used in submittal reports.
William Atchison almost 4 years ago in PS Web App & Platform / Document Control 0

Add Submittal Final Due Date.

When using the "Use Lead Time to Set Due Dates" function in the submittals module it locks the due date and it cannot be changed unless you turn the functionality off. We would like to add a Submittal Final Due Date field that tracks off of the as...
Guest almost 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Sketch Management Module

We often receive sketches with RFIs, but also sometimes outside of any formal record process and just via email. Our users often keep a sketch log in Excel, stored in the file library. For sketches, I think it would be useful to have a sketch log ...
Brendan Radich about 3 years 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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