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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 about 3 years ago in PS Web App & Platform / Notifications 0

Multiple Contact Names with Same E-mail

We have some vendors that use 1 e-mail address for multiple contacts. Is it possible to have 1 e-mail link to several different contact names. Would like the projects to show the correct contact name that is working on that project.
Shelly Klarner over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Upload files to COR

Be able to add COR's from subcontractors so when the report is printed, all paperwork is attached.
Guest about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Daily Reports Document Control Auto Fill

The ability to auto-import document control transfers that happened throughout the day, with attachments, into the daily report would be very helpful. We would like to include RFI's, submittals, safety (most importantly), and other document contro...
Guest over 4 years ago in PS Web App & Platform / Daily Reports 0

Specify To and CC contacts in one Distribution List

Enhancement description: The ability to have specified To and CC contacts within the same distribution list would be very helpful. This would save a lot of time, streamline the process, and simplify training. What are we trying to accomplish? Make...
Trimble ProX Team about 6 years ago in PS Web App & Platform / Settings & Administration 0

Worflow State Date Tracking

Can you add the ability to pull the Date from the activity stream for the Workflow State. A common custom field we are being asked to add is the 'Approved' date for various records. If we could just reference the date that Status/Workflow was sele...
Ricci Stevens over 6 years ago in PS Web App & Platform / Reports / Workflow 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 over 1 year ago in PS Web App & Platform / Integrations 0

Submittals and Submittal Package Closed Date

In the Submittals and Submittals package there is a closed button for the record, but no associated closed date that auto populates based on the actual date the record was closed similar to the Due Date. It would be nice to have this field added t...
DeAnn Westbrook about 3 years ago in PS Web App & Platform / Document Control 1

Allow printing capability to filter individual Contractors in the Daily Reports for a specific date.

Two situations have occurred, where a Individual Contractor's Daily Report for a specific date needed to be printed. The only way in which was found, was to print the specific date needed, which printed ALL Contractor's Daily Reports for that date.
Guest about 3 years ago in PS Web App & Platform / Daily Reports 0

Allow Export/Import in Contract Invoice

Export/Import is currently not available for Contract Invoices. This function would be helpful for 2 reasons: There are several custom fields used in CI that need to be updated on a regular basis for multiple records. Right now, you have to go int...
Katy Rodina about 3 years ago in PS Web App & Platform / Budget & Cost Management 0