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Ability to customize the auto populated file names of exported drawings

When I download the most current drawings grouped by disipline I would like it to auto-populate the file name more intelegently. For example JOB# - Drawing Name – REV# - YYYY.MM.DD – Description. And let me set those peramiters and then pull them ...
Guest about 4 years ago in PS Web App & Platform / Drawings 0

Ability to Shared Custom Views Across Portfolios

We have multiple portfolios that organize our projects geographically. Each portfolio is basically set up the same way and have many of the same users. Having the ability to create custom views in one portfolio and copy the view to another portfol...
Edward Fiore about 4 years ago in PS Web App & Platform / Views 0

iPad Checklists - Show Information Panel by Default

Currently when you are inside of a Checklist, the Information Pane is hidden by default. It would be great if this pane would show by default similar to the web version.
Hunter Dickerson about 4 years ago in PS Mobile Apps 0

Linking Contacts to Projects in Import Form

Currently, when filling out the import form for companies and contacts, there seems to be no way to link the contacts to a specific project. This means, a user has to go through each new contact and assign them to the right project, after import. ...
Dan Bentil over 6 years ago in PS Web App & Platform / Companies & Contacts 0

Allow Group Assignment to RFI and Courtesy Copy

When an RFI is received, its laborious to assign individually. If one could assign an RFI to a 'Design Team' Group, or courtesy copy meeting minutes to 'Contract Team', 'and Design Team', this would be helpful.
Ciaran O'Brien about 4 years ago in PS Web App & Platform / Document Control 0

Add a toggle that turns all switches on/off

My project has allot of submittal status categories and it can be tedious switching multiple toggles on and off to filter the list. This can be frustrating when you want all on but one toggle. I think it would be nice to have a toggle at the top t...
Guest about 4 years ago in PS Web App & Platform / Document Control 0

T&C Field or Notes Field in the Purchase Order form

The Purchase Order form catches 90% of what we need but a place to enter the Terms and Conditions is missing. Even a Notes or Memo field where we could type in the information would be helpful.
Ricci Stevens over 6 years ago in PS Web App & Platform / Budget & Cost Management 0

Checklist: Add images to the Checklist Templates for reference.

Add images to the Checklist Templates for reference. (hub, nacelle, 10%, etc) so inspector can easily reference the area he's inspecting and have key information at his/her fingertips.
Hunter Dickerson about 4 years ago in PS Web App & Platform / Field Management 0

Sorting of Change Order Request

Is there a way that the system will allow us to sort Change Order Request by Open Assignments? Currently we are not able to sort by that feature.
Gustavo Ibarra about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Author Company field to Submittal Package Record and have the Responsible Company auto-populate whenever a submittal is created from a package

Similar to Prolog please provide a field to tag submittal packages with the author company information. You already included Author Package Number - one doesn't make sense without the other. The spec section, Type, Created On, Due Date, Importance...
Guest over 6 years ago in PS Web App & Platform / Document Control 0