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Lock down the option to "Include Portfolio Contacts" when adding assignments to portfolio projects.

Notifications have been sent to ALL portfolio contacts not related to the project unnecessarily.
Guest 6 months ago in PS Web App & Platform / Companies & Contacts 0

Drawing Stamp

Can we implement the "Rubber Stamp" function in the drawings module like it currently is in Submittals? It would be great to have the standard stamps and be able to customize and create new stamps.
Ross Cravens almost 3 years ago in PS Web App & Platform / Drawings 0

Project Archiving for project close out

We need a tool that is similar to the Proliance where we can archive entire project for close out. This will include all the metadata and files associated with the record/document. Suggestions would be to write the data in excel or word, and store...
Guest over 6 years ago in PS Web App & Platform / Import/Export 0

Add possibility to create links to records in the new PDF viewer

We would like the possibility to add record links here also (like in the drawing viewer)
Patrick Schemkes almost 3 years ago in PS Web App & Platform / File Library 0

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 almost 3 years ago in PS Web App & Platform / Field Management 0

Ability to use Project Templates to copy all data to a new project

Ability to use Project Templates to copy all data to a new project. This will make it easier to set up new projects using the template project.
Guest over 3 years ago in PS Web App & Platform / Portfolios 0

Contract/Purchase Order Number Enhanced Formatting

Several ideas are floating around around Contract and Purchase Order Numbers, but here is a combined request for what is needed across the board for these two records. Ability to Auto-Number based on Contract Type Prefix Ability to define a prefix...
Ricci Stevens 12 months ago in PS Web App & Platform / Budget & Cost Management 0

Add ability to have a link in one drawing go to another drawing and focus on a specific section.

Example: If Drawing A has a link referring to Drawing B.105 4 then the link should take you to Drawing B105 and take you to callout #4
Trimble ProX Team almost 6 years ago in PS Web App & Platform / Drawings 0

Record link on drawing

When creating a record link on the drawing, the drawing is not linked as a reference to the created record. This makes it difficult to go to the record and identify where the record originated.
Trimble ProX Team almost 2 years ago in PS Web App & Platform / Drawings 0

Submittal Cover Sheet Report

Add the ability to edit or sign off on a report prior to printing it out/sending it out. Currently, if you print a report and edit it you have to re-upload it to the record and then send it out.
Henrick Malpica over 2 years ago in PS Web App & Platform / Reports 0