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Internal or External Designation for Security Roles

Enhancement description: Designate security roles as internal or external. Only portfolio admins would be able to assign internal security roles and every internal member below portfolio admin can only assign security roles designated as external....
Brendan Radich over 6 years ago in PS Web App & Platform / Security Roles 0

On the Client Invoices/Application for Payment can you add a total line?

While you are checking a Payment Applications from a received Payment Application, you cannot check their Continuation Pages against ProjectSight unless you run the report.
Roe Guerra over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

add a spot for asi

Everyone
Guest over 4 years ago in PS Mobile Apps / Project Directory 1 Future consideration

Allow for Configuration of Dynamic File Folder Naming Conventions

The general idea is to be able to configure in settings for any given record the naming convention that will be used when file library folders are dynamically created to store files attached by users within the records. Specific business case was ...
Guest over 4 years ago in PS Web App & Platform / File Library 0

Ability to save records or add links without typing in the Description or Comment field

When adding a linked record or drawing, or when first saving a record, you have to type text into the comment area first. Sometimes a comment or description isn't necessary, or it is redundant with the data entered in the record fields.
Guest over 6 years ago in PS Web App & Platform / Comments 0

Have the print out for RFI's (Request for Information -Details w/ comments and links) show the impacts such as anticipate costs, the cost value and if there will be a drawing impact in the report out.

This should be a basic RFI feature when doing a print out specific to the RFI rather then having to print a summary log to show if there is an impact or not.
Guest over 4 years ago in PS Web App & Platform / Document Control 1

toggle trimble connect link off/on

Portfolio admin should be able to toggle on/off the Trimble connect link. We use the Trimble Connect app instead and it can be confusing.
Brendan Myers about 2 years ago in PS Mobile Apps / User Experience 0

Ability to Group Forecast

Users would like the ability to group the Budget Codes in the Forecast module similiar to how they group the codes in the Budget area. Added bonus, the ability to filter the budget codes by the various groups would also be helpful. For example, Yo...
Ricci Stevens over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Need Option to Hide All Records Unless Participating In It

Currently our users create all records but not all users in our company (i.e. the company assigned to the project) should see all records. The Sharing Option works for external users well so if it's set to "Share with Companies Participating in th...
Mercedes Green about 2 years ago in PS Web App & Platform / Settings & Administration 0

Have ability to move the label generated when linking a record.

When linking an RFI or ASI to the drawings, a label is automatically generated. Often times that label blocks other information on the drawings. It would be nice to be able to move it out of the way. If the label could be moved from the cloud/box ...
Linnea Lavorico about 2 years ago in PS Web App & Platform / Record Management 0