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Add Assigned To Function to Transmittal & Correspondence

When sending a transmittal, it is emailed to the correct party. I slide the acknowledgement requirement button. However, there is no follow up after compared to the RFIs or submittals with the assigned to function with the checkmark. I suggest to ...
Guest almost 6 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1

See attachments in View

It would be extremely helpful to be able to see which records have attachments in your views specifically for RFIs and submittals but everywhere would also be useful.
Ricci Stevens almost 5 years ago in PS Web App & Platform / Views 0

Cost Modules: Show Summary for Columns in List Views

It would be great if ProjectSight could show an (optional) summary line on list views for cost records, and maybe allow users to select the summary for each column, such as Sum/Average/Count/Minimum/Maximum.
Brendan Radich over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Need to Batch Edit Sharing

We might not want to show all RFIs amd Submittals to project users when they arw open and the workflow statuses only work with edit ability not if they can view the record In Viewpoint Team we have the option to toggle private or public in batch...
Mercedes Green over 2 years ago in PS Web App & Platform / Document Control 0

Add "Last Login" Date and Time

Ask: be able to see when was the last login date and time for a user.
Jane Shulzhenko almost 5 years ago in PS Web App & Platform / Settings & Administration 1 Already exists

Daily Reports - Show Budget Code Description in Addition to Budget Code

Currently the Daily Report only shows the code itself. Users need to also see the Budget Code Description as well. See attached screenshot.
Hunter Dickerson over 2 years ago in PS Web App & Platform / Daily Reports 0

Mobile - quick annotation buttons should describe the process to be initiated

When viewing a drawing and wanting to add an issue or punch list item etc. the link icon and subsequent rollout menu should be able to give you some type of title or rollover bubble notification so the users know what each icon means, issues vs. p...
Guest about 7 years ago in PS Mobile Apps 0 Future consideration

Option to Resize Pop-out Windows

In many locations of ProjectSight, when you pull up a search window for Companies or Contacts, PCOs in SCOs, Budget Transactions, etc, you are required to scroll up, down, right and left to see all of the data. It would be great if you could manua...
Hunter Dickerson almost 5 years ago in PS Web App & Platform / Navigation / UI 1

Import Templates - Conditional Formatting

The ability to add conditional formatting to excel templates which would allow users to check for duplicates, errors, etc prior to upload. Mass importing a ton of data only to find out after uploading that the template contains a bunch of errors c...
Hunter Dickerson almost 5 years ago in PS Web App & Platform / Import/Export 0

Would like the required fields listed in the Field Attributes when the comment is required such as RFIs and Notices to Comply.

Requesting that when a comment is a required filed that this be listed in the Field Attributes. Currently they are not and this confused a client. It is understood that system required fields cannot be unrequired, but this can mislead a client as ...
William Atchison over 2 years ago in PS Web App & Platform / Comments 1