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Change Project Status from Portfolio List

Description: When viewing the list of projects within a portfolio, it would be very helpful to be able to change a project’s status (e.g., Active, On Hold, Complete, etc.) directly from the portfolio view. Current Limitation: At present, changing ...
Tim Long 3 months ago in PS Web App & Platform / Portfolios 0

If a user's license is removed, all of their work stays in tact.

If a user's license is removed, all of their work stays in tact. Right now, if you remove someone's license, all of their work including project creation goes with it.
Alex Lasurdo 7 months ago in PS Web App & Platform / Performance 0

Meeting Minutes- Send Invitation should integrate with outlook

When you click on the Send Invitation button in the meeting minutes module, it would be nice if the invite would open up in a Outlook Calendar invite window. That way you could turn on a Microsoft Teams link and it would go straight to peoples cal...
Jeremy Block about 2 years ago in PS Web App & Platform / Document Control 1

Add Filter for Submittal Log View for Current Version

When you first go to the Submittals Record you can filter by Assigned Contact, Assigned Company, etc. Similar to the Drawings tab you should have a filter for Current Version. This way you can reduce the amount of submittals you see on your log to...
Alyssa D'Amico 4 months ago in PS Web App & Platform / Record Management 0

Notifications controls

When producing punch lists through ProjectSight and you assign a item to a sub contractor they will get a email notification. This can be very frustrating to a subcontractor who will get many emails as the list is produced. Currently the only opti...
Guest 4 months ago in PS Web App & Platform / Notifications 0

Link Companies in ProjectSight to Vista

Make linking companies bi-directional. We can link companies that are in Vista to ProjectSight, but if a company is created in ProjectSight it cannot be linked to Vista.
Tim Long 4 months ago in PS Web App & Platform / Import/Export 0

Arrange drawing order within discipline

Want the ability to re-arrange drawings within the discipline so they appear in the order listed on the sheet index that the A/E firm creates. Example: For the plumbing discipline, sheet index may indicate P001, PS01, P101, P102, P103, etc. Sheet ...
Guest 5 months ago in PS Web App & Platform / Drawings 3 Future consideration

Create PCO Revisions

Just like with Submittals, you can create revisions based on changes that need to be revised from the original etc. We can currently do this manually with the following steps: Unlock PCO settings to remove auto-numbering. Open PCO you want to revi...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Need to be able to choose multiple locations for punchlist reports

Would simplify generating reports for multiple areas for same companies
Guest over 3 years ago in PS Web App & Platform / Field Management 1

file type ".msg" viewer, in file library.

It would be helpful if .msg files could be both stored and viewed in file library (Trimble connect). On projects we like to save important emails in our job files and if we cannot click on the .msg file in ProjectSight and view it, it is very inco...
Jeremy Block about 1 year ago in PS Web App & Platform / File Library 0