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Untoggle companies when creating a new portfolio when users is toggled on.

Have the option to untoggle companies when creating a new portfolio when users is toggled on.
Kiet Lam 7 months ago in PS Web App & Platform / Portfolios 0

Added Links when Emailing Reports should be accessible without logging in

We have contacts that we email reports to that are not ProjectSight users (contacts with the City or the County). When we email them meeting minutes with added links, they should be able to view/access the added links without having to log into Pr...
Avis Phannourat 7 months ago in PS Web App & Platform / Document Control 0

Portfolio Admin switch Security Role type button

It would be useful if a portfolio admin could easily switch security roles to test and troubleshoot by selecting the intended security role instead of having to create different accounts
Brendan Myers about 2 years ago in PS Web App & Platform / Security Roles 0

Submittal Package Report Including Submittal Items Documents for Review and Cover Page

Enhancement description: There isn't a Submittal Package Report that has Submittal item Documents for review file attachments (Not links, actual merged pages). Currently users have to first run reports from the Submittals module for each submittal...
Guest over 5 years ago in PS Web App & Platform / Reports 2

PCO Item Default Markup, Default Company

It would be nice to have the option to create a default company for the default markups, so that you don't have to go in and select the GC company every time for the default markups so that they don't show up in the SCO selection for every sub.
Luke Hagler almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Best Fit Columns - Resize Sorting in Ad-hoc views

Can you add a Best fit columns option to resize all of the columns in a list view to the Best fit.
Henrick Malpica about 2 years ago in PS Web App & Platform / Navigation / UI 0

Revision Number/Letter Reading in Title Block Processing [Drawing Sets]

In the Drawing Sets section, we would like the ability to use the Title Block Processing tool to read drawing revision numbers/letters. Currently, it only reads revision date, not the revision number/letter. Almost nobody cares about the revision ...
Brandon Lough 7 months ago in PS Web App & Platform / Drawings 0

Company In Active Setting

Users would like the capability to make a Company 'Not Active' similar to what you can do with contacts.
Ricci Stevens over 4 years ago in PS Web App & Platform / Companies & Contacts 0

Autocancel Scheduled Reports with Change of Project Status

Currently if you change a projects status to closed and the user does not cancel the scheduled reporting for that project it will continue to print. With the change of projects workflow to closed, or whichever the user deems as acceptable, allowin...
Nick Weilemann almost 3 years ago in PS Web App & Platform / Workflow 0

Open Two Modules at Once

Often times, I'm looking at a drawing and need to open an RFI or Submittal at the same time. It'd be helpful if the drawing could stay open, while I search and open another file from another module.
Guest about 5 years ago in PS Mobile Apps / User Experience 0 Future consideration