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Document Control

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Meeting Minutes Formatting

Change size of "COMMENT" on the meeting minutes report so it does not look like a new section. Currently this is larger and bolder than the actual meeting minute topic/description.
Guest over 3 years ago in PS Web App & Platform / Document Control 0

RFI Revisions - No Option to Create

There is no option to create a revision to an RFI. A new RFI has to be created. Having an "R1" to an RFI is very helpful for the contractor, owner and architect. The function wouldn't even need to carry over the original response and answer. Just ...
Guest almost 5 years ago in PS Web App & Platform / Document Control 1

We would like the ability to auto increment PCOs between two different designations.

We would like to have dual incrementing. In the PCO system, we would like to designate our owner PCOs as Numbers 10,000+ and internal PCOs as numbers 0-9999. Currently we manually increment the numbers for each PCO.
Guest over 3 years ago in PS Web App & Platform / Document Control 0

Please only link 1 drawing when first creating record then adding record link to that drawing added

This is causing quite confusion as it looks like there are 2 different drawings and revisions added when you first create the record (RFI, Submittal, Punch), then open the drawing and link the new record to it. When you open the record there are 2...
Mercedes Green 8 months 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 almost 2 years ago in PS Web App & Platform / Document Control 0

Add custom fields to record details in side panel

We would like the ability to add custom fields to be displayed in the record details in the side panel. Similar in context - it would be nice to have the ability to remove any default field from the side bar, but more importantly is the ability to...
James Vandezande over 4 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 over 1 year ago in PS Web App & Platform / Document Control 1

Default Meeting Attendees

It would be helpful to be able to set default attendees for meetings like you can for things like RFIs, Submittals, etc.
Wesley Ballance over 2 years ago in PS Web App & Platform / Document Control 0

Allow submittal package reviewer to access included Submittals even if submittals are not assigned

In our environent the designer has access to submittals and submittal packages. If a submittal package is assigned to the designer he/she can't access the associated submittals without us assigning the submittals also. This results in the designer...
Michael Handlmaier almost 5 years ago in PS Web App & Platform / Document Control 0

Meeting Minutes Permissions

Meeting minutes permissions should be more customizable either per meeting by security role or per meeting with access only to the invited users
Alex Pratt over 1 year 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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