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Automatically update portfolios in production when template portfolio is changed
As an Enterprise Company we are using multiple portfolios for our multiple subsidiaries. We create these portfolios from a template portfolio, our company standard.But right now, when we change the template portfolio we have to update all portfoli...
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3
VOTE
When users are blocked in Projectsight email. The notifications indicate that notifications are sent out successfully.
There are a lot of ways to address this. At times clients are not aware of their internal status with their email server or just simply getting the emails spammed. It would be nice to have some sort of indication especially of an email is currentl...
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1
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3
VOTE
Alert Notification if Contact Email hasn’t been Entered
Request for an automated alert notification when sending reports, assignments, action items, etc. from ProjectSight to contacts that do not have an email address created/entered within the system. Currently, the report, assignment, etc. would cont...
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3
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2
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3
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Canceling a General Invoice or Contract Invoice
Once you pass the first screen on a General Invoice or Contract Invoice you cannot cancel out. The only way to remove that record is to "Delete". This is a big issue as we would not give delete rights to an average user. EXAMPLE: AP Role is keying...
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1
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3
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Project Users when batch changing Security access role. Allow for an option to select the default roles.
This would allow clients to select their users with the already defined default role to add all those users at once. Right now there is no option for this and you are not taking advantage of the already set default security role. Currently you can...
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2
VOTE
Ability to remove notifications such as drawings published or specifications published for project contacts that are not portfolio or project users.
Currently, vendors that are not users but project contacts receive notifications for drawings published and specifications published. There should be a way to turn off the notifications.
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