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PS Web App & Platform

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When exporting a project and receiving the download email there is no expiration date in the email.

Client had exported their project and waited over 7 days to download with the link. A message came down that the link had expired in 7 days. We should include an expiration date in the download link email, so clients are aware.
William Atchison about 2 years ago in PS Web App & Platform / Portfolios 0

Requirement for Contracts

Currently you can create a Contract without putting in any SOV Line Items. It would great if you can make SOV Line Items required from within Field Attributes.
Hunter Dickerson about 2 years ago in PS Web App & Platform 0

PCO's Linked To RFI's

I would like to be able to navigate to an RFI and see which PCO's have been linked to it. We can see what RFI is linked to a PCO when opening the PCO module, but we can't do this in reverse.
Guest over 3 years ago in PS Web App & Platform / Links 0

Worflow State Date Tracking

Can you add the ability to pull the Date from the activity stream for the Workflow State. A common custom field we are being asked to add is the 'Approved' date for various records. If we could just reference the date that Status/Workflow was sele...
Ricci Stevens over 4 years ago in PS Web App & Platform / Reports / Workflow 0

Ability to notify new users & share link to drawing sets already published into drawings module

Client had already published a drawing set prior to inviting users, so the notification of the new set being published did not go out to the users they need to notify. These users do not have access to drawing sets, just drawings, as designed. In ...
Guest over 5 years ago in PS Web App & Platform / Drawings 0 Future consideration

Distribution Groups visible in User View

Currently, the only way to see if an individual is in a certain distribution group is to search the specific distribution group. It would be helpful if, in the user list, you could see what distribution groups an individual is part of.
Guest about 2 years ago in PS Web App & Platform / Companies & Contacts 0

Allow quatities for PO Line Items with $0.00 Unit Price

When entering a Purchase Order Line Item at $0, the Quantity defaults to 1.00. If you attempt to enter a different number in the field, it goes back to 1.00 There are a number of reasons why you might want to enter a PO Line Item with a Quantity b...
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Editing Divisions in Specifications Record

No description provided
Dwain Wood about 1 year ago in PS Web App & Platform / Specifications 1

Previous PO Balance - Update online help

Please update some additional information around the Previous PO Balance field under the General Invoices area to clarify what the balance represents and why it may change. The below is how we explained it to a customer for reference: The Previous...
Guest about 2 years ago in PS Web App & Platform / Help 0 Planned

Scheduled Report that details each of the entered/selected issue records into a combined report PDF

Enhancement description: Prospective clients want a summary report that details each of the entered/selected issue records into a combined report PDF. Then sends these out weekly. What is the customer trying to accomplish? An option that provides ...
Guest over 5 years ago in PS Web App & Platform / Reports 0 Future consideration