Document Control

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

3 VOTE

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

3 VOTE

Improve Meeting Minute Search by including additional Fields.

Improve the search option in the top right of the Meeting Minute List form. It needs to include topic fields and internal fields to that such as notes and comments. Right now the search is really too limited.

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

10 VOTE

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

10 VOTE

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

6 VOTE

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

11 VOTE

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

10 VOTE

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

9 VOTE

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

3 VOTE

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

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