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Add the import/export option to the Project Settings>Users as you have in Portfolio Settings.

If a client wants to setup a user to import users they have to use Portfolio Settings > Users. This forces the client to provide that user with the ability to create a Portfolio Administrator. This is not the case when assigning that user to th...
William Atchison almost 2 years ago in PS Web App & Platform / Settings & Administration 0

Add a drop down on Safety notices to include Subcontractors company names

We would really like a drop down on the primary page of Safety notices so that when our subcontractors upload their daily PTP's, it can be organized by subcontractor instead of being convoluted in the system. Adding a "Custom Field" on a secondary...
Amanda Luna almost 2 years ago in PS Web App & Platform / Field Management 0

Add ability to have a drawing reference on side text (like the callout number) be picked up in scan, and hyperlinked to the referenced drawing.

For example, if there is text in a side note, like "extinguisher plans are on A6.01", then the A6.01 should link to a drawing with the same number if the drawing exists.
Trimble ProX Team almost 6 years ago in PS Web App & Platform / Drawings 0

Add option to sort PCOs numerically

When creating a Custom Field in any module, the field is set to editable (green checkmark) in Security Roles > Fields. This should not be editable by Default. Entered upon request by Wynn. The Portoflio Admin should be flagged everytime a custo...
Guest almost 2 years ago in PS Web App & Platform / Custom Fields 0

Speed up ability to load and edit drawings by providing an option to download the drawing.

Would be good to be able to work faster in a drawing by allowing it to be synced to your local computer, much like on the mobile apps.
Trimble ProX Team almost 6 years ago in PS Web App & Platform / Drawings 0

Specifications Module - Custom Fields

Currently, you can add Custom Fields to Specifications Record Settings but you cannot populate the custom field on the Spec Sections inside the Specification Sets. You CAN do this in Drawing Sets. Looking to have the same functionality between Spe...
Hunter Dickerson almost 4 years ago in PS Web App & Platform / Specifications 0

Group Project Team by Project Role instead of only Portfolio Role

We would like to be able to save a view in our Project Team where contacts are grouped by Project Role instead of just by Portfolio Role, we need a filter by Project Role Option.
Kenani almost 4 years ago in PS Web App & Platform / Project Directory 0

Private annotations including attachments - the attachment should remain private as well.

The goal is to edit this security group for Trade Contractors to be able to review the drawings, make their own private annotations and they remain private, include any attachments they make to those private annotations. We do not want the trade c...
Kiet Lam almost 2 years ago in PS Web App & Platform / Drawings 0

On the drawing registry list view show the drawing title box also

When I am scrolling through the drawing list it would be helpful to also see the drawing title box also. This would allow me to know quickly if the OCR did not correctly label the title and sheet number correctly. By extracting this from the drawi...
Guest almost 6 years ago in PS Web App & Platform / Drawings 0

PCO Line Item View Access by Company

When creating PCO there may be multiple trades linked to the various items. Currently in order to all the trad vendor interact with the PCO and log their pricing they are able to see what other trades are also inputting. Ideally it would be nice i...
Ricci Stevens almost 6 years ago in PS Web App & Platform / Budget & Cost Management 0 Already exists