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Last Modified fields for Drawing Annotation additions and changes

Description: When users add or modify annotations in a Drawing in the Drawing Viewer, their changes do not affect the Last Modified By and Last Modified Date fields in the list view. This is very problematic for some customers because their workfl...
Guest almost 5 years ago in PS Web App & Platform / Drawings 0

Consolidate all Import/Export types to one location in Settings

Problem: Currently when users want to start a new portfolio or project, they have to visit many different places in the settings area to export the spreadsheets to input their data, then go back to those locations to import again. Suggestion: Keep...
Guest almost 5 years ago in PS Web App & Platform / Import/Export 0

Add Print Name Title Line to Report "Contract [Detailed Scope of Work with Signature Block]

The Idea PSW-I-2001 - Discusses a Contract Reports with Signature Line. However the report that was added and we use has a signature line. Our issue is that the report can come back and we do not know who signs it and their title. Since we are as ...
Brian Shawe over 2 years ago in PS Web App & Platform / Reports 0

Submittal Report WITHOUT Comments and Links

When printing / creating PDF of a submittal, need the option to NOT include links and attachments. This functionality seems to work when printing Change Order Reports by selecting the [Detailed] option from the Print Report drop-down. But when sel...
Melissa Goodwin over 2 years ago in PS Web App & Platform / Reports 0

Procontractor Integration

We have been longtime Procontractor users and now with Trimble owning Procontractor we would love to see the same integrations that you give with Vista. Procontractor runs all of our estimation and accounting and while it has the similar capabilit...
Jeff Nardoni over 2 years ago in PS Web App & Platform / Integrations 0

Add ability or Security Role permission to be able to Edit other users comments on a record.

Requesting a method to edit other users comment via the Portfolio Administrator or via a Security Role permission.
William Atchison over 2 years ago in PS Web App & Platform / Comments 0

Please Show Links button on the summary records

When we click on any record (RFI, Submittal, PCO) the summary panel excludes the Links buttons so they user must scroll down through all the comments to find the files. They can then only open or download 1 file and if it's a file that's not suppo...
Mercedes Green over 2 years ago in PS Web App & Platform / Document Control 0

Requesting a more intelligent Drawing Set publishing process to to bring up conflicts to decide when a sheet is updated or when it is not updated

The client mentions that for a design build type of project it would be handy to have a conflict intelligence, so the correct drawings could be selected from a list to update matching drawing sheets. This would also allow for drawings that are exc...
William Atchison almost 5 years ago in PS Web App & Platform / Drawings 0

LEED tracking features or module

LEED tracking software is very uncommon still but highly sought after with more projects aiming for sustainability. Currently, any projects working on LEED certifications are done on spreadsheets or have to spend money on a single software called ...
Guest almost 5 years ago in PS Web App & Platform / Document Control 0

Checklist - Date Filter

Did the ability to filter the Checklist by Date and Date Range. i.e. See a summery log of all Checklists created in a given week.
Ricci Stevens over 2 years ago in PS Web App & Platform / Field Management 0