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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

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

Assign Multiple Locations

Some RFIs pertain to more than one area and adding multiple locations can help clear up where it is related to.
Guest over 1 year ago in PS Web App & Platform / Document Control 0

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 almost 3 years ago in PS Web App & Platform / Document Control 0

Importing Submittal Answered By

When importing in exiting submittal information ProjectSight defaults "answered by" to the individual who is importing as opposed to who answered it originally.
Nick Weilemann 12 months 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 over 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

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 about 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

Export Submittals and RFIs while being sorted

We would like to be able to sort our submittal/RFI list and then export to excel with it keeping the list sorted, so that we can make changes in Excel and then reimport the list into Projectsight. Right now when we sort the lists and export, it ex...
Aaron Deister about 1 year ago in PS Web App & Platform / Document Control 0

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 about 4 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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