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    Limit the Add/Remove/Modify function of the Insurance Tab under Companies > Contacts

    Users need the ability to add and modify a contact's insurance information without the ability to remove the insurance information. This would work the same as limiting the ability to remove a Contact under the records tab of the Security role, as...
    Tonya Overstreet over 3 years ago in PS Web App & Platform / Security Roles 0

    Quick "Create PCO" button from the RFI module for returned RFIs

    Decrease clicks, increase efficiency.
    Guest over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

    RFI Category Not Available in Either Data Forms or Reports

    RFI Category has always been available in both Prolog & Converge, many Architects/Engineers require a reason specified for RFI in the report. In the detailed RFI report there is room between Author & Resolved By to add a field below Due Da...
    Brian Shawe over 5 years ago in PS Web App & Platform / Document Control 0

    Open ProjectSight without the security pictures

    It is such a waste of time to have to identify the pictures of XYZ when you log in. It would be so nice to just enter your email address and if necessary a password. The extra step of looking over the pictures is a waste.
    Guest over 3 years ago in PS Web App & Platform / Sign In (Trimble Identity) 0

    Dashboard Refresh

    Provide setting for auto refresh of Dashboard page.
    Guest over 5 years ago in PS Web App & Platform 1

    Add Check-in & out screen for workers with Covid screening

    Right now we use 3rd party Covid screening with a check-in & out feature. We would like to have this feature in PS and have it transfer the data to the daily report.
    Guest over 5 years ago in PS Mobile Apps / Daily Reports 0 Will not implement

    Folder Mapping

    Currently you can map modules to existing folder structure. Right now it creates an extra folder (module name). It would be useful to use some of the fields from the module being mapped. For example in contracts, to use the ToCompany so the folder...
    Marc Ramirez almost 2 years ago in PS Web App & Platform / File Library 0

    Ability to Copy & Paste Budget Codes in Contract Invoice & General Invoice

    When cost coding contract invoices & general invoices for our accounting department. We need the ability to cut and paste into a pdf document. If we have to type the costs there is a chance of a typo error. Prolog & Converge allowed to cop...
    Brian Shawe over 5 years ago in PS Web App & Platform / Budget & Cost Management 0

    General Invoice Character Limit Adjusting

    In the settings for General Purchase Order you can adjust the character limit when auto numbering is enabled, this is not an option for General Invoice which is causing the user to go in and renumber as they add line items.
    Nick Weilemann over 3 years ago in PS Web App & Platform / Settings & Administration 0

    General Invoice - Credits

    An ability to create credits against line items that have been billed 100% is needed. Use case 1: Item X is ordered. Item X is delivered to 'Location A' and invoiced. Accounting pays. Item X is returned to the vendor because it was mislabeled rega...
    Ricci Stevens over 3 years ago in PS Web App & Platform 0

    Dear Viewpoint Suggestion Box contributor;

    We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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