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Document Control

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Add Documents for Review to Submittal Packages

Enhancement description: Allow us to add the documents for review at the Submittal Package level instead of on individual items. What are we trying to accomplish?It is convenient to keep submittal items together in a single package for the review ...
Brendan Radich over 4 years ago in PS Web App & Platform / Document Control 0

Improve Assignment Flow on RFIs & Submittals

The project manager should be able to assign an RFI or submittal to the architect and then set it so that there is an automated workflow process that sends each person assigned an assignment message when it's their turn to complete something. For ...
Brennan O'Brien 9 months ago in PS Web App & Platform / Document Control 0

Ability ot change date and time on both questions and answers for RFI and Submittals

Need to reflect data for historical accuracy, have accurate turn arounds for litigation and court proceedings for project. Be able to prove failure of engineer to provide answers in a timely manner. This needs to be addressed as soon as possible.
Guest 5 months ago in PS Web App & Platform / Document Control 0

Submittal

No description provided
Dwain Wood almost 4 years ago in PS Web App & Platform / Document Control 0

Transmittal Acknowledgement

When I send a transmittal, the recipient(s) should be able to easily mark that they have received it. Now, if I send a transmittal, there is nothing on the email that would allow them to acknowledge that they have received the transmittal. There s...
Brennan O'Brien 7 months ago in PS Web App & Platform / Document Control 0

The closed toggle switch in the Submittal full form under the workflow status work independently.

Seems strange that you could close a Submittal while the status workflow is in another status. These two field should work together. This does not seem logical.
William Atchison about 2 years ago in PS Web App & Platform / Document Control 1

Show linked sheets after answered RFI has been posted in RFI summary module

In order to quickly audit answered RFIs and make sure that they have been posted to applicable drawing sheets, add a field that shows the linked sheets on the summary page. This feature is already included within the RFI - but you have to click on...
Mary Kay Bunker over 3 years ago in PS Web App & Platform / Document Control 0 Future consideration

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

Have scheduled daily to do action items or checklist to add to daily report

Daily scheduled "to do" or action items that can be tied to the daily report and so I don't have to create daily action items. Maybe a "scheduled task" and then "repeat daily, weekly, monthly as options." I mostly need them for the daily report, s...
Jeff Nardoni 8 months ago in PS Web App & Platform / Document Control 0 Future consideration

Add the ability to add sub topics in Meeting Minutes.

Client wants the ability to break out his meeting topics into subtopics for the meeting minutes. You can assign tasks for a topic, but this is not really sub topics.
William Atchison over 2 years ago in PS Web App & Platform / Document Control 1

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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