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    Drawing Set subfolders

    Current Drawing set feature dont allow to create a sub folder for various disciplines while uploading , All disciplines might not have same title block and it is time consuming to upload and tag each files. The easy way should be creating a subfol...
    kaushik padala almost 3 years ago in PS Web App & Platform / Document Control / Drawings 0

    Add a sort option within a Meeting minute topic

    In the current Meeting minutes it is possible to sort on column headers across the entire meeting record. We are looking for the ability to also sort within a particular meeting topic. Think about sorting on priority, action holder, status etc.
    Patrick Schemkes almost 3 years ago in PS Web App & Platform / Record Management 0

    Record level field logic

    It would be helpful for the proper upkeep of records to have the ability to incorporate business rules at the field level. To mind come the following options: 1. Submittals - when the comment option 'Mark as Approved Docs' is check to set a corres...
    Michael Handlmaier over 3 years ago in PS Web App & Platform / Record Management 0

    Retainage Tracking at Budget Level

    Clients are asking for the ability to see the retainage withheld at a budget level and not just at the Contract Invoice level. Having this capability would be very beneficial for a complete financial view of the project.
    Ricci Stevens over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

    On the Checklist record client wants the ability to add assignees and those assignees to be approvers.

    The Checklist limits the approvers to what is selected as approvers in the template. Also Assignees can be added per Checklist item, but that is a lot of clicking to assign a user to all the checklist items. Hundreds at times.
    William Atchison over 4 years ago in PS Web App & Platform / Field Management 0

    Contract Invoices - Prompt to ask if you want to populate Change Orders

    Currently when you create a new Contract Invoice, it automatically pulls in any Change Orders associated to the Contract no matter what status those Change Orders are in. It would be great if there was a pop-up message that asks if you want to pul...
    Hunter Dickerson over 4 years ago in PS Web App & Platform / Budget & Cost Management 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 about 2 years ago in PS Web App & Platform / Field Management 0

    Add the possibility to hide or archive drawings in the drawings module

    In a project you can have thousands of drawings. The possibility to hide drawings would be very helpfull. Here you can think about hiding drawings of a part of the building that is finished, so you don't need the drawings anymore, but you want to ...
    Patrick Schemkes about 2 years ago in PS Web App & Platform / Drawings 0

    Merging Portfolios or copying projects from one portfolio to the other

    Client has multiple databases/portfolios and would like to merge them into one. Realizing this is complicated due to high probability of conflicting settings in different databases, the current best practice is to start new projects in the correct...
    Guest over 6 years ago in PS Web App & Platform / Portfolios 0

    Add ability to date per spec section rather than only the entire specification set.

    Add ability to date per spec section rather than only the entire specification set.
    William Atchison over 4 years ago in PS Web App & Platform / Specifications 0

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