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PS Web App & Platform

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A Checklist Item has new comments - Notifications

When you add a checklist item comment and the notification is email out, Can you include the record number? Currently in the subject line "A checklist Item in Checklist has new comments - (Project Number) Would be nice to know what record number y...
Melissa Moore about 4 years ago in PS Web App & Platform / Field Management 0 Already exists

Module Security Should Flow To Widgets - If amount fields are hidden they should not show on widget to user

We hide financial data on PCOs to our trades as we use the PCOs for sending RFQs. We hide the Estimated, Proposed, Approved amounts so that they are sending quotes without seeing our estimates. If that Trade adds the widget for PCOs, they see the ...
Mercedes Green 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Reassign Option when Removing Users with Existing Records Assigned

With Viewpoint Team (TC One) if we remove a user from a project that has existing open transactions (assigned records that are still open), it will let the user know and give the admin the option to choose another user to reassign those records to...
Mercedes Green 10 months ago in PS Web App & Platform / Portfolios 0

Waterfalling Signatures

Allow a Waterfalling Signature option as a checklist option as a check list line. This would allow us to make checklists that have a single signature check list line that can automatically create an additional signature field while filling out the...
Matthew Votoupal 10 months ago in PS Web App & Platform / Field Management 0

Add Multiple Attachments in BCM

In the Contract Invoice, General Invoice and Purchase Order module you cannot attach a document (or documents) to more than one record at a time. In list view there is the ability to check multiple records and download the links to all of the chec...
Nick Weilemann over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add Budget Codes on the Fly

When filling out cost forms such as Potential Change Orders, it would be good to be able to add budget codes directly from that form, rather than backing out to the budget module to add codes for new scope.
Byron Grimm about 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to Add Two Types of Data Fields for Checklist Templates

I'm trying to create a management walk checklist with dates and building numbers, but each of our apartment projects have different building numbers. If I select a Date field, the building numbers are static. If I select a Text field, we can enter...
Avis Chareunsouk over 2 years ago in PS Web App & Platform / Field Management 0

Change Default When Opening Drawings

When opening drawings, our system defaults to show the group 'drawing', which doesn't have any drawings in it, meaning that by default, no drawings show. We then have to click into this filter and clear it so that our drawings will show.
Aaron Deister over 1 year ago in PS Web App & Platform / Drawings 1

Print Multiple Custom Reports

When choosing to print a custom report you are only allowed to print one at a time causing repetitive work to the user if they are looking to print 2+ reports. Creating the option to print multiple custom reports at one time would save the user time.
Nick Weilemann over 1 year ago in PS Web App & Platform / Reports 0

Dashboard Submittal Widget - Customizable Status Filter

Within the Submittal Widget, it is preset with statuses that can not be customized or filtered by individuals. The Idea would be for each user to be able to customize the status(s) they would want to view within their widget on ProjectSight Dashbo...
Guest over 2 years ago in PS Web App & Platform / Project Home Page 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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