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7
VOTE
7
VOTE
Kick off/trigger another record based on an answer from another record/checklist answer
Use Case: User fills out a Safety Checklist. One of the answers on the Checklist is "Attn Req'd"/"No". Based on that answer, there is a need to fill out anther checklist or start a "Safety Notice" record. It would be helpful to kick it off automat...
0
4
VOTE
1
VOTE
Notification Trigger for Edits to Existing PCOs in the Change Orders Section
Description: I would like to suggest an enhancement in the Change Orders > Potential Change Orders (PCOs) section of ProjectSight. Currently, there are limited notification options available when working with PCOs. However, one critical feature...
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4
VOTE
Checklist Dropdown for Project Team
We have many forms that ask to identify our Project Manager, our Superintendent, the Subcontractor's competent person, all of whom will be ProjectSight users assigned to that project. It would be great if there was a checklist field type for Proje...
1
Future consideration
6
VOTE
Programmable Columns in the Budget and Cost Module for User-Defined Calculations
The ability to add customizable columns to the budget that allows the user to define simple calculations like (X * -1) inversing positive and negative results AND more complex calculations that allow users to use pre-defined datasets (i.e. Current...
1
2
VOTE
Adding the ability to export the Budget Items Transaction Summary from the Budget Tab to show all costs incurred to each Budget Code.
By adding the function of exporting the Budget Item Transaction Summary when clicking on each budget code in the Budget tab, we will be able to monitor funds moving in and out of the budget code more effectively. This will be beneficial when track...
0
9
VOTE
2
VOTE
Attach Links to Reminder and Overdue Notifications
Because we are driving most of our contacts to respond via their e-mail notifications It would save time if reminder/overdue notices included the links vs the contact having to go back to find the original assigned notification. They can reply fro...
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6
VOTE
Checklist: Subject Field to default to Checklist Template Name
It would be ideal to have the subject auto populate to mirror the name of the inspection. With no areas to house inspections, we're dependent on the end user to enter the correct information. This would eliminate several key strokes and save lots ...
0