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Document Control

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

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

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

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 about 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 over 3 years 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 over 4 years ago in PS Web App & Platform / Document Control 0

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 almost 6 years ago in PS Web App & Platform / Document Control 0 Future consideration

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

Track aging of RFI's on log. Create calendar day count between date created and current date. Add this to the log.

To keep track of the duration that an RFI has been opened. This is good data to report to the Architect and Owner.
Guest over 2 years ago in PS Web App & Platform / Document Control 1