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Publish multiple checklist templates at once

Now we have to publish checklist templates one by one. Please provide bulk publish for Checklist templates
Patrick Schemkes over 3 years ago in PS Web App & Platform / Field Management 0

RFI History - No Record of RFI Being Issued

When issuing an RFI by Print Report Email, this action is not listed in the History tab. It should be shown in the History tab that the RFI has been sent, and it should list the recipients of the email as the most recent action. When clicking send...
Guest almost 7 years ago in PS Web App & Platform / Document Control 0 Future consideration

Allow Removal of Allocation Types Not Used on Potential Change Orders

We have hidden most of the columns for Budget and Cost as we need a more simplistic change management process. By only having an Applied Amount and an Allocation Type, that is all we need to move costs between Apprx, Pending and Approved etc in th...
Mercedes Green about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Bulk Edit Daily Report Status

This would be useful because we like to keep weekend reports even when no work to track the weather, but we want the status to be completed. If people forget to do these there can then be a number of them to change and 1 at a time is time consuming.
Shelly Klarner over 1 year ago in PS Web App & Platform / Daily Reports 0

Submittal Report

When downloading a report view of a submittal package, the submittal package name does not appear on the report sheet. Please add the package name to the report printout.
Guest about 1 year ago in PS Web App & Platform / Record Management 0

Allow File Library to be disabled like a Module

Allow File Library to be disabled like other modules in the permissions settings. Otherwise, it stays on their home page. (Which inevitably leads to a discussion of what it is and why the user doesn't have access.)
Guest almost 3 years ago in PS Web App & Platform / File Library 0 Future consideration

Portfolio view assigned tasks

there should be a way to view your assigned tasks for all projects in a single page…. A personal to-do list off all projects. Even better if portfolio admin could view others pending items. Just like the one PS has for projects, but for portfolios.
Guest almost 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies / Project Home Page / Dashboard 0 Future consideration

Packing slip photos for purchase orders

adding packing slips to purchase orders to notify team members that a product is in. We would like to do this from the APP so that our receiving department can take the picture and add it right away. Once alerted our field team can add a date need...
Adam Lannan almost 3 years ago in PS Mobile Apps / iPad 0 Future consideration

Add Checklist Templates to API

We would like to see access to Checklist Templates through the ProjectSight API. While you can access checklist instances, we have not see a documented capability to fetch or manage Checklist Templates. Our primary interests are in being able to l...
A R about 1 year ago in PS Web App & Platform / API 1

In-App Editing of Excel and PDF

Client would benefit from ability to pull up an excel or pdf from anywhere in the system and edit within the ProjectSight app, without having to download/edit/save/upload. This would be much more convenient and would save a great deal of time for ...
Guest over 7 years ago in PS Web App & Platform / Integrations 0 Future consideration