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Document Control

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Ability to change default markup colors in Submittals "Documents for Review"

This would be beneficial because the contractors, A/E, and owners all typically create markups to submittals in different colors. To have to change the color of each markup one by one becomes tedious task and makes it significantly less efficient.
Guest over 4 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 over 2 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 4 years ago in PS Web App & Platform / Document Control 0

Make the Transmittals & Correspondence Portal More User-Friendly & Intuitive

Make the Transmittals & Correspondence Portal more user friendly & intuitive.
Brennan O'Brien 6 months 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 almost 5 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 over 4 years ago in PS Web App & Platform / Document Control 0 Future consideration

Add Schedule Activity ID Field to Submittals Module

We would like to get a field added to the Submittals Module for the Schedule Activity ID. This will help connect our CPM Schedules and Submittals for delivery dates, updates, and additional information. If there's a future integration with a sched...
Guest almost 4 years ago in PS Web App & Platform / Document Control 0

Include Title of RFI/Submittal in Email Distribution

I believe it to be beneficial for communication and organizational purposes for emails sent directly from ProjectSight regarding submittals/RFIs to include the actual assigned title of the submittal/RFI and not just the number. It was a request fr...
Guest almost 2 years ago in PS Web App & Platform / Document Control 0

Submittals and Submittal Package Closed Date

In the Submittals and Submittals package there is a closed button for the record, but no associated closed date that auto populates based on the actual date the record was closed similar to the Due Date. It would be nice to have this field added t...
DeAnn Westbrook about 1 year ago in PS Web App & Platform / Document Control 1

When Adding a Submittal in the "Enter a Description Box" the Option is to Add a Link & Upload a File

Until the Submittal is saved as a Draft the option to add a "DOCUMENTS FOR REVIEW" is not available. This leads to confusion, maybe the "Add a Link" should not be present or the Document for Review option in should be available in some format.
Brian Shawe about 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

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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