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    Quick Transmittal

    It would be extremely useful if when you create a Transmittal from another record if some of the information flowed from the initiating record to the transmittal.
    Ricci Stevens over 4 years ago in PS Web App & Platform / Document Control 1

    Enable a field to have a default value of another field

    We at times need a standard or custom field to default to a value of another field on the same record. For example, we created a Contract Amount field and want it to always default to the Applied Amount (Bdgt) amount. So similar to how you can set...
    Mercedes Green over 2 years ago in PS Web App & Platform / Portfolios 0

    Better Organization Hierarchy for Transmittals

    It's difficult for users from different teams to navigate in the sea of thousands of transmittals. Allow to create multiple sub folders in "Transmittals and Correspondence" so the letters could be organized by teams or projects. For instance, inco...
    Mizzu Cho over 2 years ago in PS Web App & Platform / Document Control 0

    Link Spec Sections from Subcontracts to Subcontract Change Orders

    If we are adding Spec Sections to our Contracts (Subcontracts) to track our costs, when creating SubCOs, there is no Spec Section so we can only get Original vs Current by Spec. We need to see changes by Spec.
    Mercedes Green about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

    Change Contact Search Filters to only show valid options for the project

    When using the search for "Assigned to, or Company etc" the dropdown search box isn't filtered to just users or companies on the specific project, but instead is all users and companies in the whole portfolio. Shouldn't this list filter to be proj...
    Guest almost 7 years ago in PS Web App & Platform / Search 0 Future consideration

    Add Hyperlink to all notifications leading to Notification Preferences area

    Enhancement description: Add a hyperlink to the bottom of all notifications linking users to their Notification preferences settings. What are we trying to accomplish? Let users know where to find the setting and how to control what they receive H...
    Guest almost 7 years ago in PS Web App & Platform / Notifications 0 Future consideration

    Security Group Based Notifications

    It would be helpful if we could assign notifications for specific security groups. For example, the initiator of an RFI or Submittal see's all notifications when a comment or Status is changed if that feature is on. While we want the reviewers to ...
    DeAnn Westbrook over 2 years ago in PS Web App & Platform / Notifications 0

    Unlock Cost Period

    When viewing the cost period in ProjectSight via the project settings it automatically sorts from oldest to newest. Add the ability for a user to lock a sorting sequence for fields within the program.
    Nick Weilemann over 2 years ago in PS Web App & Platform / Settings & Administration 0

    Resize Columns Within Settings

    Add the ability to resize windows within the portfolio settings area.
    Nick Weilemann over 2 years ago in PS Web App & Platform / Navigation / UI 0

    Email records sent list

    While the feature to email report records from PS is great, there is no method to see a list of sent email, similar to a sent folder in Outlook. Having a sent list of all reports, records, notifications sent from PS would allow us to confirm that ...
    Guest over 2 years ago in PS Web App & Platform / Record Management 0

    Dear Viewpoint Suggestion Box contributor;

    We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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