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Document Control

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Submittal Revisions

When viewing a Submittal that has a revision, consider adding a link or button to the previous version or include it in the Submittal History
Wil Marto 10 months ago in PS Web App & Platform / Document Control 0

Unlock Contract Invoice Category

Extension off of shipped idea: https://projectsight.ideas.aha.io/ideas/PSW-I-2880 Please also apply this to contract invoices! The category is locked when invoices are stacked with the only option to change them being to delete everything and rekey.
Nick Weilemann about 1 year ago in PS Web App & Platform / Document Control 0

Set submittal item status when Submittal Package status is changed

Requesting an confirmation box that pops up to ask if you would like to change all attached submittal item statuses to the status changed on the Submittal Package record.
Guest almost 3 years ago in PS Web App & Platform / Document Control 0

Add a New Submittal Import Template - For Government

Can you add the ability to import in submittals using a Template for the Government? Or allow a custom import/export sheet to be customized and easily importable.
Henrick Malpica 10 months ago in PS Web App & Platform / Document Control 0

Add an option to carry Submittal Package assignments to the Submittal records within the package

If starting with a Submittal Package, in order for team members to see the items within the package, it appears that they also need to be assigned the Submittal items. An option at the Submittal Package to carry the assignments to the Submittal It...
Julie Adler over 4 years ago in PS Web App & Platform / Document Control 0

Add Title/Subject to Transmittals

The Remarks section in each transmittal is useful for the details of the item. Sometimes, one transmittal will incorporate multiple items. So it will be helpful to add a Title or Subject line to summarize what is being transmitted.
Guest over 3 years ago in PS Web App & Platform / Document Control 1

Allow for default setting in markups tools

Currently the default red is not the best setting for conducting mark ups on submittals. Our default color is green for RFI's and submittals. It would be nice to be able to set and reset the default colors and sizing similar to bluebeam. Additiona...
Guest about 2 years ago in PS Web App & Platform / Document Control 0

Security Role Feature - Can Access RFIs/Submittals for all Companies

Currently for Daily Reports, Change Orders, and Contract invoices there is a security role feature in the feature tab that allows you to grant that security role access to all daily report labor cards, change orders, or contract invoices as if the...
Henrick Malpica 4 months ago in PS Web App & Platform / Document Control 0

Selecting Multiple Locations for RFI's

There are situations where an RFI could affect more than one location, the ability to select multiple locations for an RFI does not currently exist. The system allows for sub-location creation but this option does not satisfy all cases. The only w...
Guest almost 4 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 11 months 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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