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The change order status should automatically change the change order request status which in turn should automatically change the potential change order status.

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Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Allow meeting notes to be copied into a new meeting with a different title. That will save a lot of time for meetings with the same general agenda.

An alternative to this is to be able to create a meeting 'templates' that can setup default line items in newly created meetings. Again, this will save time on standard meetings.
Guest over 2 years ago in PS Web App & Platform 0

New field in ApplicationForPayItems XSD

Can you add the PCCO Date to the ApplicationforPayItems XSD? The AIA G703 CW form separates changes from this period and previous applications. The only way to determine this would be based on the date of the PCCO and if it falls within the cost p...
Ricci Stevens about 1 year ago in PS Web App & Platform / Reports 0

The ability to turn off PCO budget and cost auto sync

In Prolog you could turn off the auto syncing of the budget & cost sides of PCOs. Related to PSW-I-746 - there are cases where you may not want both sides to match, for example when a PCCO is signed and the status fields are changed to execute...
Guest over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Submittal Sorting

Need the ability to sort submittals by Number, Rev, and Spec Section at one time. Maybe give the abilty to 1st sort, 2nd sort ect. Also add multiple groups.
Guest about 4 years ago in PS Web App & Platform / Document Control 0

Add the ability to back date Date Resolved which appears in RFIs and submittals.

Currently the Date Resolved is pulled from the date a comment is created with the box checked for Marked as Approved Docs. This seems to be the only way a date is selected for the Date Resolved used in submittal reports.
William Atchison over 3 years ago in PS Web App & Platform / Document Control 0

Auto Format Phone Numbers

Phone and Fax numbers for contacts and companies should auto format like the option in Excel (XXX) XXX-XXXX so they are consistent, saves a lot of time entering numbers if you didn't have to enter dashes and it looks a lot cleaner.
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Retainage Tracking at Budget Level

Clients are asking for the ability to see the retainage withheld at a budget level and not just at the Contract Invoice level. Having this capability would be very beneficial for a complete financial view of the project.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Daily Report Auto Calculate Labor Hours Based on Worker Total in Mobile App

Currently when creating a daily report for labor upon entering in multiple workers the quantity of hours remains at 8hrs by default. Makes more sense to follow the format of the web application which auto calculates the amount of hours based on th...
Guest about 1 year ago in PS Mobile Apps / Daily Reports 0 Future consideration

Send files via Transmittals

We would like the ability to easily upload files to send via the Transmittals & Correspondence module. The main goal is to have a simple way to send files to recipients without requiring them to log into a web site such as Connect to download ...
James Vandezande almost 3 years ago in PS Web App & Platform / Document Control 1