Workflow

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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

4 VOTE

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

1 VOTE

Offer Option to NOT Flatten PDF Files When Uploading

Offer an option as to whether the file is to be flattened or not. When markups are made in Bluebeam, the markups are listed in the markup list at the bottom of Bluebeam. After uploading to ProjectSight and someone downloads it, the markups are no ...

Dwain Wood over 2 years ago in PS Web App & Platform / Drawings / File Library / Workflow 0

6 VOTE

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

1 VOTE

Allow a default assignee to save even if the record creator lacks the assign permissions or rights.

Clients often want a security group to create records but not necessarily edit them. For example an RFI is a case where a sub may create the RFI, but the client would not want them to assign the RFI. Currently even if there is a default in place f...

William Atchison almost 3 years ago in PS Web App & Platform / Workflow 0

5 VOTE

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

7 VOTE

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

64 VOTE

Workflow Designer

Ability to create process workflows (Portfolio level with copy options and project designation) Ability to create rules and conditionals Routing to users/roles Automated Tasks Automated Report Creation Secondary Process Kick-Off Sections for each ...

Jane Shulzhenko almost 4 years ago in PS Web App & Platform / Workflow 1 Likely to implement

3 VOTE

Add workflow options for companies performing construction management only

example: submittal process flow General Cont to Const. Manager to Arch/Eng back to Construction Manager to General Contractor

Guest almost 4 years ago in PS Web App & Platform / Workflow 0

9 VOTE

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

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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