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Record Management

Showing 29

Sub RFI # Field in RFIs

It would be helpful to have an extra field in the RFI module to be able to include a Sub RFI number (when applicable) so that we can filter/report for a single sub's RFIs only and easily reference the project RFI number to a sub RFI number.
Guest over 3 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 about 1 year 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 over 1 year ago in PS Web App & Platform / Record Management 0

Add a sort option within a Meeting minute topic

In the current Meeting minutes it is possible to sort on column headers across the entire meeting record. We are looking for the ability to also sort within a particular meeting topic. Think about sorting on priority, action holder, status etc.
Patrick Schemkes over 1 year ago in PS Web App & Platform / Record Management 0

When hitting the <enter> key in a field, it should create a carriage return, instead it moves to next record.

wehn entering data it would be nice if hitting the key would create a carriage return in the field. There is a "work around" by using but it would be more fluid if we could just hit
Guest over 3 years ago in PS Web App & Platform / Record Management 0

Section in RFI to reflect Trade Partners RFI #

Add a section in RFI to reflect the sub RFI no. Most of the time our RFI no does not match Trade Partner's tracking
Guest over 4 years ago in PS Web App & Platform / Record Management 0

Renaming Documents in TC Migrated Projects

Need the ability to rename Contract documents in TC migrated projects vs. non-TC migrated projects. For companies that utilize the renaming function frequently it has been noted that you cannot rename contract documents that have been migrated to TC.
Nick Weilemann about 2 years ago in PS Web App & Platform / Record Management 0 Likely to implement

RFI Publish Email Safe Guard

In Outlook, an email prompt appears when the software thinks you are forgetting an attachment. Currently, an RFI could be published via email with no body or subject. Suggest adding a feature to require those fields to be filled in prior to sendin...
Guest over 4 years ago in PS Web App & Platform / Record Management 0 Future consideration

Add grouping for Punch list items records by Typical Conditions.

This would be handy to group Punch Items by Typical Conditions .
Guest over 4 years ago in PS Web App & Platform / Record Management 0

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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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