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Information for Legal Documents in the Project Details should link to Company Database

The Project Details Tab lists areas for the Owner, Contractor, and Architect. These should be linked to the database so the addresses auto populate.
Guest over 5 years ago in PS Web App & Platform / Project Directory 0

Add Schedule Activity ID Field to Submittals Module

We would like to get a field added to the Submittals Module for the Schedule Activity ID. This will help connect our CPM Schedules and Submittals for delivery dates, updates, and additional information. If there's a future integration with a sched...
Guest over 5 years ago in PS Web App & Platform / Document Control 0

Preloading Files in a template project

Is it possible to preload files in a template project that will pull over along with the folders? This would be when creating a new project from a template project.
Henrick Malpica over 3 years ago in PS Web App & Platform / File Library 0

Could we change the Cost Period Current Period setting to fall over the current date? Please

Clients in support typically ask about this. They do not want to have to keep going to set the Current Cost Period in the Settings and to make matters worse we force them to set it per project (Existing idea for Portfolio setting current period: h...
William Atchison almost 3 years ago in PS Web App & Platform / Budget & Cost Management 1

Cost to Complete

Please allow a new budget column to be added as well as a budget header for Cost to Complete. Cost to complete = Total Committed Cost - Actual Cost to date. Can the cost to complete come from commitments and not the budget?
Henrick Malpica almost 3 years ago in PS Web App & Platform / Budget & Cost Management 1

Tie Change Orders to Executed Date

When a contract invoice record is no longer the last in the sequence for a contract, the cost period is locked. Any unapproved Subcontract Change Orders with a create date that falls within or prior to the now “locked” cost period, cannot be modif...
Nick Weilemann almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Form Banner Headers to Nomenclature Per Record

We modify quite a few of the field names on a Potential Change Order, Subcontract Change Order to match our terminology. The banner headers, on a PCO for an example, are hard-coded with "Estimate, Proposed, Approved and Applied" which we cannot ch...
Mercedes Green 9 months ago in PS Web App & Platform / Budget & Cost Management 0

Drawing Duplicate Status Flexibility

I want increased function and flexibilty to assigning which drawings are labeled as "Duplicates;" thus controlling which drawings actually get published. I have a case where I uploaded drawing revisions that came in between drawing releases. The f...
Luke Koenig over 1 year ago in PS Web App & Platform / Drawings 0

Allow Partial Retainage Release

Certain contracts require partial retainage release during a project timeline. Currently if you zero out retainage and capture it during your application it will then create a negative sum in the following period. One workaround is if you have cur...
Nick Weilemann almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Undo Button for take Offs

I've found sometimes when doing take-offs you can make mistakes. Some of the other programs I've worked with such as Blue Beam/Pro Core allowed us to undo lines/mistakes with a simple "undo" or "back" button.
Guest over 1 year ago in PS Web App & Platform / Drawings 0