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    Copy Portfolio Settings

    We have multiple portfolios that we always want to keep the same. If we have a company-wide change to a role or how we do a Change Order, I literally have to keep multiple screens open and go through every setting on the records and security roles...
    Mercedes Green 10 months ago in PS Web App & Platform / Portfolios 1

    Project Details View

    It would be nice if you could get a report out of the projects view just like you can out of the modules custom views. I can select all the columns i want in projects list, save the view, but can't print. I have to manually go into each project , ...
    DeAnn Westbrook over 2 years ago in PS Web App & Platform / Views 1

    Filter Closed vs Open Submittal Packages

    We use Submittal Packages. Currently you can filter by status, and to filter for open submittal packages we need to select multiple statuses to see what's open. The options we have are Pending Trade Submission, In CM Review, Submitted to Architect...
    Ellen Shirreffs over 2 years ago in PS Web App & Platform / Document Control 0

    Specification Section Field needs better functionality. Make Specification Section not a System Required Field for Submittal Packages.

    The Specification Section of Submittals and Submittal Packages is very clunky and hard to use. It doesn't function like the rest of the fields (tab skips the field entirely so you have to click on it, then it doesn't automatically place the cursor...
    Guest almost 6 years ago in PS Web App & Platform / Document Control 0

    Assigning Users to Projects

    I have a few suggestions when adding users to projects. 1. The Project Permissions list viewable under each User is a very small area. Please make this area extend to the bottom of the side panel.2. No Project Numbers are included. Please add the ...
    Guest almost 6 years ago in PS Web App & Platform / Settings & Administration 0

    PDF Viewer Dynamic Stamp support/creator

    In the PDF Viewer users can add a stamp but are limited to static images. Users who use dates in their stamps or have dynamic stamps in Adobe have to export it every day in order to utilize the functionality, which is too time-consuming and cumber...
    Guest about 5 years ago in PS Web App & Platform / File Library 1

    IMMEDIATELY - Please Enhance the Annotations Options

    Please develop and make available Additional Line Types, Allow Movement and sizing of the RFI Link Box to any position (free move), allow multiple links to the RFI Box, etc. THIS IS HOT AND EASY TO IMPLEMENT, THANKS PS
    Guest about 5 years ago in PS Web App & Platform / Drawings 0

    Lock down the option to "Include Portfolio Contacts" when adding assignments to portfolio projects.

    Notifications have been sent to ALL portfolio contacts not related to the project unnecessarily.
    Guest 11 months ago in PS Web App & Platform / Companies & Contacts 0

    Option to Delete from File Library when Deleting Link

    When removing a linked file from a record, we would like the option to also delete the file from the File Library. A simple checkbox on a confirmation dialog that says something like, "Also Delete File From File Library" would be great. Workflow w...
    Brendan Radich over 4 years ago in PS Web App & Platform / Links 0

    Open the latest version of a drawing when attached to a punch item

    When a drawing is attached to a Punch Item, we want to open this Drawing with the latest version by default, and not the version that was attached originally. We do want to have the possibility to open earlier versions of the Drawing.
    Patrick Schemkes over 2 years ago in PS Web App & Platform / Field Management 0

    Dear Viewpoint Suggestion Box contributor;

    We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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