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Team Members - users to manage team members—invite, edit, and remove—for existing companies only.

In the current system, the security role settings allow users to invite, edit, and remove team members either for all companies or only for their own company. The client is requesting a new setting that would permit users to manage team members—in...
Kiet Lam 7 months ago in PS Web App & Platform / Security Roles 0

Need users to be able to upload and use their own stamps with logos and signatures on Submittals

I like the new features but we will need the ability for our users to upload their own stamps. When reviewing Submittals, our consultants each have their own stamps, that have logos and signatures on them, that they need to use. Once uploaded, tho...
Mercedes Green about 3 years ago in PS Web App & Platform / Document Control 3

Make Deleting Daily Reports Available on APP

It would just make sense to be able to delete daily reports that have been created instead of having to go on the web to do it.
Guest 2 months ago in PS Mobile Apps / Daily Reports 0 Likely to implement

meeting minutes accessible in app

No description provided
Guest 2 months ago in PS Web App & Platform 0

Daily Reports - Ability to Add Additional Sections

Currently you can only have the four sections (Weather, Labor, Equipment, and Notes). It would be better if you could add custom sections for things like Delays, Visitors, Safety Comments, etc.
Hunter Dickerson almost 2 years ago in PS Web App & Platform / Daily Reports 4

Submittals: - Basics: Import digital Architects/GC stamps to produce the customary Documents

The basic submittal workflow requires the incorporation of stamps in red ink with different statuses on the actual document or manufacturer's WILL NOT let you order expensive equipment, lights, etc. There is also a legality to it for Architects an...
Harleigh Marshall about 2 months ago in PS Web App & Platform / Workflow 0

We need to be able to edit the PCO assignment and copy e-mail

We need the ability to either edit the PCO assignment and copy auto-generated emails, or the values reflected in the email need to be removed. Presently, the e-mail contains estimated figures. We have certain stakeholders who may be assigned or co...
Lawrence Dow 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Meeting Minutes - Portfolio Templates or Import/ Export

We have a few standard meetings that need to be set up for each project. The process of creating these meetings for each project is time-wasting when it can be simply automated. Please consider an import/export or templates similar to checklists.
Jonathan Cote about 1 year ago in PS Web App & Platform / Performance 1

Automated regulatory compliance and permit tracking module with AI auditing

Create a centralized compliance hub to manage permits, inspections, OSHA/safety regulations, environmental rules, and local jurisdictional codes across a project. Automatically pull relevant compliance requirements based on project location and ty...
Amanda Brassell about 2 months ago in PS Web App & Platform / Record Management 0

When emailing a report that includes file links from a record (such as Submittals), send one combined report rather than two separate files—one containing attachments and the other submittal details.

When emailing a report that includes file links from a record (such as Submittals), send one combined report rather than two separate files—one containing attachments and the other submittal details.
Kiet Lam about 2 months ago in PS Web App & Platform / Document Control 0