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Add Security to Record Status

Currently, it looks like any full access user can change the status to whatever they want. Since the Status field is linked to notifications and record locking, I need to be able to limit who is able to approve records based on their role or user ...
Byron Grimm over 6 years ago in PS Web App & Platform / Security Roles 0

Adding PO Log to the module system on the IPad

Field staff that is in the field all day, ordering materials for the job being able to track orders before we get the invoice. When out in the field and ordering all the material for the job we then have to write it down, and at the end of the day...
Guest almost 4 years ago in PS Mobile Apps / iPad 1 Future consideration

Bookmarks

Would like to see a bookmarks section at the top of the project dashboard on mobile. A user could bookmark any record and in the app and it would always be available in this section.
Brendan Radich almost 4 years ago in PS Mobile Apps / User Experience 0 Future consideration

Different levels of user access

Please create different levels of access to the file library. No access, read-only, or full access is not sufficient. We have a need for a level inbetween read-only and full access. As a large GC we have many levels of users and this change would ...
Amanda Luna almost 2 years ago in PS Web App & Platform / File Library 0

Submittal's review time only count business days

The automatic review time counts calendar days, it would be useful if it only counted business days.
Guadalupe Vega over 4 years ago in PS Web App & Platform / Document Control 0

Transmittal Header Description on the tile view

Add a header description to the tranmittal entry and have that description show on the tile view.
Guest almost 2 years ago in PS Web App & Platform / Document Control 0

Submittal Export/Import Template - Add tab for Spec Section

Please add a tab for Spec Section in the export template for Submittals, so we can add to or change the spec sections and update the submittals in one import/export effort. As an example, in the Budget export template there is a tab for Budget Gro...
Guest over 6 years ago in PS Web App & Platform / Import/Export 0

Allow more flexibility in export/import templates - ability to type in a drop-down

It would be nice to be able to type in a box instead of having to pick from the drop-down. For example, there might be hundreds of spec sections and you have to scroll through them all to get to the one you need, instead of just typing it in and h...
Guest over 6 years ago in PS Web App & Platform / Import/Export 0

Records started in a drawing should inherit the location of the drawing

If you start a record while in a drawing, such as a punch list item, the record should have its location pre-filled to match the drawing location. This would eliminate the extra step of entering the location again.
David Huse almost 3 years ago in PS Web App & Platform / Drawings / Record Management 0

Allow Budget Code Group Configuration for Vista Integrated Phase Codes

Vista does not have any groupings for Phase codes so we've had to use a phase mask that incorporates the division, phase and category into a single phase code separated by a delimiter (Vista allows periods or dashes). For example: 02.02123.01 is a...
Mercedes Green almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0