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Report Template Sort by Gouping

It would be useful for the report templates to be utilized while sorting by how the records are grouped. "Summary report with comments and links.... SORTED BY GROUPING"
Robin Morin 10 months ago in PS Web App & Platform / Reports 1

Breadcrumbs for Record Settings

Current Breadcrumbs for individual modules withing the Record Settings does not list Record Settings. It would ease navigation to have this included so users can go back to Record Settings and edit a different module's settings without having to n...
Guest over 5 years ago in PS Web App & Platform / Settings & Administration 0

Submittal Package Date Tracking

Rarely are individual submittal items sent for review by themselves; they are almost always put into a submittal package with other items. It would be beneficial to have a date tracking system for packages that tracks when the entire package was s...
Guest over 5 years ago in PS Web App & Platform / Document Control 0

Go back to the old RFI text boxes

The RFI text boxes changed for some dumb reason - now there is no room to see what is typed out. The "viewable" window is tiny in the text box. Doesn't make a lot of sense when I write it out but look at the screenshot. STOP CHANGING THINGS THAT A...
Stefan Stojanovic 10 months ago in PS Web App & Platform / Document Control 0

Improve Navigation by providing settings to automatically open additional labelled tabs for open records and links.

When going back and forth between various records (For example RFI's, Submittals, Drawings) and links within records the website does not have an option to automatically open new tabs to allow for back and forth. You can use duplicate tab manually...
William Atchison almost 5 years ago in PS Web App & Platform / Links 0

Links panel does not display file names beyond about 10 characters.

Links panel does not display file names beyond about 10 character when hovering over the truncated filename, full name is not displayed? User is given an option to 'Rename' file but this would be really hard if they are using a naming convention f...
Michael Handlmaier about 4 years ago in PS Web App & Platform / Links 0

Allow Cost Forecast to export charts and graphs

the summary table would be helpful to use in Excel, but I don't see an export button on this feature. The graphed cash flow would be helpful as an export to pdf or jpg so I can attach it to my client report.
Guest over 5 years ago in PS Web App & Platform / Import/Export 0

Custom Grouping for Budget

In addition to filtering, the budget needs some custom grouping options. For example: -Allow users to group multiple cost types as one. -Maybe allow for some way to create multi-level groups, so we could group all cost types together, but still al...
Brendan Radich 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Budget Codes on the Fly

When filling out cost forms such as Potential Change Orders, it would be good to be able to add budget codes directly from that form, rather than backing out to the budget module to add codes for new scope.
Byron Grimm over 6 years ago in PS Web App & Platform / Budget & Cost Management 1

Need a new "Uncommitted/Unapproved/Pending Costs" cost column in the Budget

We view an uncommitted cost as a cost entered that we have not yet fully processed/approved/integrated to Vista. Currently in PS it's showing our budget amount which is not helpful since we already have a current budget column. On a Purchase Order...
Mercedes Green over 3 years ago in PS Web App & Platform / Budget & Cost Management 0