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PS Web App & Platform

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Portfolio wide Checklists for all projects to use

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Guest about 2 months ago in PS Web App & Platform 0

Please Add Option to NOT notify all project members for new Drawings

Typically most drawings uploads should notify all project users, however, there are cases that we do not want the entire project to be emailed or just a selection (ie the old Assigned to on Drawing Sets). We have test projects for training and tes...
Mercedes Green about 2 months ago in PS Web App & Platform / Drawings 0 Likely to implement

Authorship Control Gap in Unlocked Records

Despite the existing security role configurations and the recent enhancement of ball-in-court workflows to restrict permissions, the platform still presents an authorship control issue with unlocked records. The issue arises because users with “cr...
Lizt Vargas 7 days ago in PS Web App & Platform / Document Control 0

TRANSMITTALS OPTIMIZATION

Traceability, Permissions, and Audit Implications To send a Transmittal, the record must be locked, which prevents anyone else—even users with permissions—from modifying it. While locking protects the record before sending, the workflow does n...
Lizt Vargas 7 days ago in PS Web App & Platform / Document Control 0

Ability to turn off downloading as an option for drawings

Ability to turn off downloading as an option for drawings for read only users.
Guest 7 days ago in PS Web App & Platform / Drawings 0

import/export to excel PCO

Not needing to manually add every SOV line in the interface.
Rusty Welch 27 days ago in PS Web App & Platform / Budget & Cost Management 0

Ability to copy files from the template file Library to the created Project File Folders

We have several blank forms that we want to include in each project that is created for convenience and ensuring the latest version.
Bill Fadok about 1 year ago in PS Web App & Platform / API 4

Create a Schedule Tool to import the Master Project Schedule

Create a Schedule Tool to import the Master Project Schedule from files such as Primavera, or Microsoft Project. This was a very helpful tool we utilized a lot when we were with Procore. This allows for better coordination with Trade partners. We ...
Josh Bruce over 1 year ago in PS Web App & Platform / Workflow 4

Create default settings for annotations

Can you add the ability to change the default settings in annotations? Currently I have to change the style every time I make the same annotation. It would be much easier if I could change the style once, and click a button to save those settings ...
Peter Zimmer 24 days ago in PS Web App & Platform / Drawings 0

Add Ability to Edit Sheet Numbers in New Drawing Upload

We receive our drawings from the Architect and for some residential buildings, they use the same drawing when the floors are identical. This means you will have Sheet Number A300 with Sheet Name "5th-12th floor Building A" as an example. When we u...
Mercedes Green about 1 month ago in PS Web App & Platform / Drawings 0