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Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

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Workflow

Showing 26 of 1999

Autocancel Scheduled Reports with Change of Project Status

Currently if you change a projects status to closed and the user does not cancel the scheduled reporting for that project it will continue to print. With the change of projects workflow to closed, or whichever the user deems as acceptable, allowin...
Nick Weilemann 11 months ago in PS Web App & Platform / Workflow 0

Record Lock Settings

Workflow unlock feature only affects records as they are moving into that state, not records already in that state. This means that any records created using the portfolio settings will continue to be locked. All new records created after workflow...
Michael Handlmaier about 2 years ago in PS Web App & Platform / Workflow 0

Download multiple pages as single PDF, without report.

Currently, when multiple pages are downloaded, each page is a separate pdf and each has it's own cover page. This creates an incredible amount of work on the user end when downloading large packages. Please create a function where multiple pages c...
Guest almost 5 years ago in PS Web App & Platform / Workflow 0

Kick off/trigger another record based on an answer from another record/checklist answer

Use Case: User fills out a Safety Checklist. One of the answers on the Checklist is "Attn Req'd"/"No". Based on that answer, there is a need to fill out anther checklist or start a "Safety Notice" record. It would be helpful to kick it off automat...
Jane Shulzhenko almost 3 years ago in PS Web App & Platform / Workflow 0

Option to Clear Open Assignments when a records workflow status is changing to a locked status.

When a workflow status is changed and a record is locked, if an open assignment is not completed the assignment is locked as pending. Either have the ability to close assignments and/or have the option for the system to send a reminder for the "As...
Brian Shawe over 2 years ago in PS Web App & Platform / Workflow 0

Power Automate Connectors & Triggers

We use microsoft planner for internal task tracking. It would be great to be able to use power automate triggers to setup tasks automatically. such as setting up a follow up task for onboarding when a commitment is finalized.
Michael Handlmaier almost 4 years ago in PS Web App & Platform / Workflow 0

Add in ability to set default budget codes and accounts when adding 'Default Markups' on PCO's to increase productivity and minimize mistakes

Having to go in and set this each time (and double check other peoples work to make sure it was set by them) just eats up time and also creates the likelihood of an error occurring. If it were automatically set, it would be a much cleaner task to ...
Guest over 2 years ago in PS Web App & Platform / Workflow 0

Workflow for Multi-level RFI and Submittal Approvals

Currently, there is only one set of Created Date and Date Returned fields. However, on projects where we need both the design team and owner approvals, there is no way to track the second step. We've been customizing other fields to show dates sub...
Guest almost 3 years ago in PS Web App & Platform / Workflow 0

Record Locking Conditions based on Security Groups on each Form

Allow for record locking based on certain Security Groups membership, rather than for all Security Groups, on a form by form basis. For example, it would be preferred that when an RFI is closed, the Closed status locks the records for certain Secu...
Julie Adler over 2 years ago in PS Web App & Platform / Workflow 0

Need "required to close" capability

Currently we get required fields but they have to be completed when the record is created. For every module we need to have ability to require a field before it changes to a set "Status". Example: Punch - require "corrective action" before "closin...
Benjamin Crosby about 4 years ago in PS Web App & Platform / Workflow 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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