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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

Closeout

Is there any way Trimble can adjust their settings so that when a project status is moved from Construction to Closeout, that weather stops tracking if it has been set up to automatically record? Reason being that daily reports are still getting c...
Denise Mark over 1 year ago in PS Web App & Platform / Workflow 1

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

Projectsight Integration with Workflow automation apps (Zappier, Azuqua)

Enhancement description: Customers are utilizing workflow automation APIs like Zapier and Azuqua, which allows them to connect 1000s of different applications together using user friendly GUI based controls to have data move between them. Somethin...
Guest about 5 years ago in PS Web App & Platform / Integrations / Workflow 0 Future consideration

Restricted Status Should have a Read Only Option

We are implementing the new restricted statuses for Submittals. Restricted Statuses can be assigned to a role as Edit or Comment Only. We would like an additional option for Read Only so that when they get to a certain point, they can only be seen...
Eric Elfner 5 months 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

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

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

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

Worflow State Date Tracking

Can you add the ability to pull the Date from the activity stream for the Workflow State. A common custom field we are being asked to add is the 'Approved' date for various records. If we could just reference the date that Status/Workflow was sele...
Ricci Stevens almost 4 years ago in PS Web App & Platform / Reports / 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

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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