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Email Distribution List_Reports_Project Specific

In the past the Report Distribution email options using the 'drop down' list included only project specific team members. It appears that following a recent update, the distribution list presented on the drop down toggle includes all parties withi...
Greg Farquhar over 1 year ago in PS Web App & Platform / Reports 0

Custom Fields By Company

We have 2 companies. We would like to add custom fields that would be different for each company. For instance, we could track production on the Daily Reports. Everyone would have all the activities for both companies. We could do it with separate...
Nancy Burriss over 1 year ago in PS Web App & Platform / Settings & Administration 0

Trimble Connect - PS Fields

We are planning to use Trimble Connect for forms. It would be nice to be able to add fields from PS to the form so it auto-populates. (Job name & #, PM, foreman...)
Nancy Burriss over 1 year ago in PS Web App & Platform / Forms 0

More Prominent Verbiage on Due Date and Past Due Reminders

When the new reminder emails were initiated this past week they caused some issues with clients as they did not notice that they were just reminder emails. Could the text be bold and maybe bigger for "Due Date Reminder" or "Past Due Reminder"?
Jeff Miller over 2 years ago in PS Web App & Platform / Notifications 0

Private Conversations

Clients requesting "Workflow segregation where sub and CM may draft/discuss an issue privately before submitting it to the design team", or vice versa. Ability to have a private side conversation between selected parties on the same record without...
Guest almost 7 years ago in PS Web App & Platform / Comments 0

Custom Views with Calculated Fields

In Converge, we are able to create SQL views to be used for web views. This allows us to create custom calculated fields that can be displayed and used for color coding, formatting, etc. We are also able to add images. I would like the ability at ...
Byron Grimm almost 7 years ago in PS Web App & Platform / Views 0

External Links by Security Role

We would like to be able to control visibility of external links based on security role.
Brendan Radich about 4 years ago in PS Web App & Platform / Settings & Administration 0

Team members added to list when you send them invite

Because you don't know if they have been sent an invite to be part of your project.
leif rosenlund over 1 year ago in PS Web App & Platform / Project Directory 0

ProjectSight Print Report / View in Word and Excel

In ProjectSight you currently have the option to view or download reports. You also have the option to change the output from PDF to excel or word. However, if you select word and then select view the report auotmatically downloads instead of open...
Jessica Ream over 1 year ago in PS Web App & Platform / Reports 0

Upload files to COR

Be able to add COR's from subcontractors so when the report is printed, all paperwork is attached.
Guest over 2 years ago in PS Web App & Platform / Budget & Cost Management 0