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When Adding a Submittal in the "Enter a Description Box" the Option is to Add a Link & Upload a File

Until the Submittal is saved as a Draft the option to add a "DOCUMENTS FOR REVIEW" is not available. This leads to confusion, maybe the "Add a Link" should not be present or the Document for Review option in should be available in some format.
Brian Shawe over 7 years ago in PS Web App & Platform / Document Control 0 Future consideration

Safety Issues, Deliveries, Inspections and Progress Hindrances added to Dailey Reports

It would be great to have a designated place to track Safety Issues, Deliveries, Inspections and Progress Hindrances to daily reports so comments don't get so jumbled together. We can add custom fields but these items will not be included in a pri...
Guest over 4 years ago in PS Web App & Platform / Daily Reports 0

Allow manager project access via AppXchange

We utilize the standard JC Roles tab on jobs in Vista and would like to be able to use that data to automatically add users to projects using AppXchange.
Josh Teele over 1 year ago in PS Web App & Platform / Integrations 0

Add Project Name to Project Directory

I work with multiple projects at our company and I'd like to see the project name included at the top of the Project Directory. There is no reference at this time to project name or number.
Guest about 2 years ago in PS Web App & Platform / Forms 0

Duplicate Specification Section

Frequently the designer publishes two different specifications with the same specification number. Currently we have to manually change the code to make it unique. Please allow duplicate specifications so we don't have to change contract documenta...
Michael Handlmaier about 5 years ago in PS Web App & Platform / Specifications 0

Create Responsible Company Field for Checklist

Checklists do not include a field for 'responsible Company" so it is not possible to make it a mandatory (required) field. Allow this field to be available and make it a required field.
Nick Weilemann almost 3 years ago in PS Mobile Apps / Checklist 0 Future consideration

Add ability to display Project Manager and Job Superintendent columns

Add ability to display Project Manager and Job Superintendent columns in the list of projects. It is useful for admin staff that may be looking for correct contacts of a project.
Guest over 4 years ago in PS Web App & Platform / Project Directory 1

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 over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add PCO Description to the Custom Budget Transaction Report

It will show the description of the PCO that was used in the budget change
Guest over 3 years ago in PS Web App & Platform / Custom Fields 0

Purchase Order Approval Workflow with Approval Limits

We currently use a web addon to Vista called Financial Controls that uses the PO Workflows setup in Vista. Each project will have a set user with a limit to what they can approve. If the PO is over that limit, it must also be approved by a higher ...
Mercedes Green over 3 years ago in PS Web App & Platform / Budget & Cost Management 2