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PS Web App & Platform

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New Budget View does not allow easy tabbing through a column as before.

Before the client could click into one cell, enter that item, hit enter, and that would move to the next budget code/row. Now the Enter has changed and no longer moves you to the next row. Also the Tab just moves right and left between the columns...
William Atchison about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Allow Blank Filter Values for Import Modules to Update Missing Fields on just those records

A lot of the time we are using the Import/Export to update existing records. If many records are missing a value (Type of Company on the Companies form) the only way to update just these companies is to export everything, adding a lot of unneeded ...
Mercedes Green about 1 year ago in PS Web App & Platform / Companies & Contacts 0

Merging Portfolios or copying projects from one portfolio to the other

Client has multiple databases/portfolios and would like to merge them into one. Realizing this is complicated due to high probability of conflicting settings in different databases, the current best practice is to start new projects in the correct...
Guest over 5 years ago in PS Web App & Platform / Portfolios 0

Export Submittals and RFIs while being sorted

We would like to be able to sort our submittal/RFI list and then export to excel with it keeping the list sorted, so that we can make changes in Excel and then reimport the list into Projectsight. Right now when we sort the lists and export, it ex...
Aaron Deister about 1 year ago in PS Web App & Platform / Document Control 0

Add tab to Budget for History Tracking

Add tab for History to the budget module to allow user to see changes made to the budget specific columns overall without having to click into each code.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add More Detail Columns to Budget Transaction Detail

Currently the budget code transaction detail only shows you the commitment number. Add column for the Company, transaction date, transaction total would be helpful.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add Paid Date Filter to the Right hand side filter panel in General Invoices

In Contract Invoices you are able to filter the list view by paid date. This is not an available option in General Invoices. Please add so we can consistently run reports in both modules.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add the "Save & Add New" Button as an option when you use the Copy function for a budget code

In the budget, when you are adding a new budget code you have the button at the top to add where you need to enter all of the back end detail. or you can use the copy function which will generate the box for you to be able to make whatever modific...
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add column for Current Retention in the Contract Invoice

Contract Invoices currently only show total retention for all invoices. It would be helpful to have a column showing just the retention value for the current invoice to be able to pull/report on.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Hiding Potential Change Headings from specific Security Roles

Currently, there is no way to hide the header fields in PCOs making it so you cannot hide an estimated/proposed cost value in a PCO from a security role.
Henrick Malpica about 1 year ago in PS Web App & Platform / Security Roles 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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