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In ProjectSight provide a standard report or an option to print the Project legal information under project information.

Clients often need to print a project legal section that is listed under Project information Detailed tab which includes the listed owner, contractor, and architect. A print or report option here would be optimal.
William Atchison over 5 years ago in PS Web App & Platform / Reports 0

Saved View For Submittal Packages

When editing a submittal package it would be helpful to custimize that screen and save the view.
Guest about 4 years ago in PS Web App & Platform / Document Control 0

Automation of Forms

Create and submit electronic forms that would allow users to receive automated task updates on a daily or weekly basis, with the content of the forms auto-populating a sheet.
Guest about 4 years ago in PS Web App & Platform / Daily Reports 0

Default Preferred Download Settings

I would like to see some sort of project download setting defaults. Hitting the download button would give users the option to download 100% of the files or pick from administrator created defaults or simple common options. A lot of users have dev...
Brendan Radich almost 3 years ago in PS Mobile Apps / User Experience 0 Future consideration

Option to exclude Portfolio Admins from the Project Contacts

When a new project is created, all members of the Portfolio Administrators group are automatically added as project contacts. There should be an option to exclude Portfolio Admins from the project contacts.
Trimble ProX Team almost 3 years ago in PS Web App & Platform / Project Home Page / Dashboard 0

Please Add Tax Field to Companies and Pull From Company on Commitments and Invoices

Taxes for Vendors are determined by accounting (in our case they are setup in Vista). These taxes need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ProjectSight. On...
Mercedes Green almost 3 years ago in PS Web App & Platform / Companies & Contacts 0

Create a method to show the current amount available for all Contract line items for a period.

Create a method to show the current amount available for all Contract line items for a period. Show what is paid and pending against every line item so they can determine how much is still available. The business reason is to see the amoun...
Michael Worthington almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to Set Default Assignee based on Record Type

We use the Submittals, Submittal Packages and Punch Items Modules for various types of records. For example, we create punch items for construction, FF&A, and Owner/Operations. It would be great if we could set a default assignee(s) to each of...
Edward Fiore about 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Record Locking Conditions based on Security Groups on each Form

Allow for record locking based on certain Security Groups membership, rather than for all Security Groups, on a form by form basis. For example, it would be preferred that when an RFI is closed, the Closed status locks the records for certain Secu...
Julie Adler about 4 years ago in PS Web App & Platform / Workflow 0

Ability to notify new users & share link to drawing sets already published into drawings module

Client had already published a drawing set prior to inviting users, so the notification of the new set being published did not go out to the users they need to notify. These users do not have access to drawing sets, just drawings, as designed. In ...
Guest almost 7 years ago in PS Web App & Platform / Drawings 0 Future consideration