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Warn users before unlocking "Budget Group Lookups" at the project level
I recently unlocked "Budget Group Lookups" at the "project" level by accident. I immediately tried to re-lock so that the project will inherit from the portfolio settings, but I get an error message saying "The Budget Group cannot be locked becaus...
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Adding unregistered users in Portfolio settings User should have a note that the user needs to add an account.
A number of Admins and users seem to be unclear that an account needs to be made for new users to Projectsight. Could we add a note or Tool tip reminding Admins creating users in the Users section? If a first and last name has to be typed then thi...
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2
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Add More Permissions to File Library Similar to Project Roles
For record types, we can restrict a Project Role to only add, edit, not delete or only edit, not add or delete etc. We must have this for folders created in the File Library. We use the File Library for all other files shared with the external pro...
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PS Emails to Include all To and CC Email Addresses
Currently when anyone receives an email from PS for something like an RFI or Submittal they have no idea who else was sent the email. Because they do not know they forward the email to people that had already received it. Then, when they reply to ...
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