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Record Management

Showing 27 of 1994

Records started in a drawing should inherit the location of the drawing

If you start a record while in a drawing, such as a punch list item, the record should have its location pre-filled to match the drawing location. This would eliminate the extra step of entering the location again.
David Huse 11 months ago in PS Web App & Platform / Drawings / Record Management 0

Have ability to move the label generated when linking a record.

When linking an RFI or ASI to the drawings, a label is automatically generated. Often times that label blocks other information on the drawings. It would be nice to be able to move it out of the way. If the label could be moved from the cloud/box ...
Linnea Lavorico 4 months ago in PS Web App & Platform / Record Management 0

Record level field logic

It would be helpful for the proper upkeep of records to have the ability to incorporate business rules at the field level. To mind come the following options: 1. Submittals - when the comment option 'Mark as Approved Docs' is check to set a corres...
Michael Handlmaier almost 2 years ago in PS Web App & Platform / Record Management 0

Ability to delete multiple attachments on a record at once.

Currently you have to delete attachments one by one. Say for example a user put a number of pictures on a record and there were incorrectly put there. It would be nice to be able to select multiple files to delete at once. Single options are ineff...
William Atchison 10 months ago in PS Web App & Platform / Record Management 0

Contract/PO Numbers

Administrators need the ability to update a Contract or Purchase Order number if it is accidentally keyed incorrectly. Currently, the only fix is to copy the record with the correct number and then delete the original record. If you have external ...
Ricci Stevens over 1 year ago in PS Web App & Platform / Record Management 0

Automated Backup Solution

We would like to see a backup solution to an external site in some form. While companies could build a custom solution to backup ProjectSight data using the API, I think there should be a simple GUI solution to backup to popular data storage platf...
Brendan Radich over 2 years ago in PS Web App & Platform / Record Management 0

Batch Edit - Add Asignees

Currently, a user can add an assignee from batch edit even if they do not have an assignee create permission on all records
Henrick Malpica 8 months ago in PS Web App & Platform / Record Management 0

Global Custom Fields

There are project specific fields that need to be carried over from one record to another, or information that needs to be seen in regards to that project or records that shares the same data ( for example: a Custom Field that is relevant in RFI's...
Jane Shulzhenko about 3 years ago in PS Web App & Platform / Record Management 0

Project Details - Trade Version

The 'Owner' title shows up on the Nomenclature Tab for Projects but changing it to General Contractor in Record Settings does not actually change it on the form or the banner. With more and more trades using ProjectSight having the ability for thi...
Ricci Stevens 10 months ago in PS Web App & Platform / Record Management 0

RFI & Issue Impact Nomenclature

It would be useful to have access to change the nomenclature of the Impact Tab from 'Not Sure' to 'TBD'. This field is currently not available to be changed and we are finding from our Trade clients that all RFIs and Issues are TBD pending the res...
Ricci Stevens 10 months ago in PS Web App & Platform / Record Management 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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