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Showing 2665 of 2665

Checklist Permission

Ability to have access to templates based on Security role.
Ricci Stevens over 4 years ago in PS Web App & Platform / Settings & Administration 0

Module Security Should Flow To Widgets - If amount fields are hidden they should not show on widget to user

We hide financial data on PCOs to our trades as we use the PCOs for sending RFQs. We hide the Estimated, Proposed, Approved amounts so that they are sending quotes without seeing our estimates. If that Trade adds the widget for PCOs, they see the ...
Mercedes Green over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Reassign Option when Removing Users with Existing Records Assigned

With Viewpoint Team (TC One) if we remove a user from a project that has existing open transactions (assigned records that are still open), it will let the user know and give the admin the option to choose another user to reassign those records to...
Mercedes Green over 2 years ago in PS Web App & Platform / Portfolios 0

Waterfalling Signatures

Allow a Waterfalling Signature option as a checklist option as a check list line. This would allow us to make checklists that have a single signature check list line that can automatically create an additional signature field while filling out the...
Matthew Votoupal over 2 years ago in PS Web App & Platform / Field Management 0

Contract/PO Numbers

Administrators need the ability to update a Contract or Purchase Order number if it is accidentally keyed incorrectly. Currently, the only fix is to copy the record with the correct number and then delete the original record. If you have external ...
Ricci Stevens over 3 years ago in PS Web App & Platform / Record Management 0

Field Punch Item report with Hyperlinks to Punch Item

When we email the subcontractor a Punch List Report, it would be nice if the PDF or email body included links to the Punch List Item records in Projectsight Web.
Trimble ProX Team almost 6 years ago in PS Web App & Platform / Field Management 0

Have a Query Manager feature to perform queries like count of total number of records for any document type within a project ( ie. total count of Submittal Packages, total count of RFIs, etc )

No description provided
Guest almost 6 years ago in PS Web App & Platform / API 0

Search Feature in Daily Report and Daily Report View

There are several other ideas currently in the system that are similar to this idea. It would be extremely helpful if when utilizing the search in the modules if it would search all the features within that module or the columns/items list on the ...
Jessica Ream over 3 years ago in PS Web App & Platform / Search 0

Adjust Submittal / RFI # after the fact

Sometimes there could be pre-existing RFI's or submittals prior to bringing everything onto Project Sight. Therefore, it would be helpful to adjust the numbers (start at a random number for your "first submittal" prior to uploading the "existing")...
Guest over 3 years ago in PS Web App & Platform / Document Control 0

Manage Spectrum Change Request/PCO Status' in Project Sight

Please create a "Lookup" in PCOs to set the Status of the PCO based upon whether it will be an "Internal Change", "Subcontractor Change", or "Owner Change". Currently, they all push to Spectrum as "Proposed" and you have to manually change them on...
Lori Mason about 1 year ago in PS Web App & Platform / Integrations 0