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    Budget Spec Section lookup group and Spec Sections module confusion

    Currently, there is some confusion around where and how to configure Spec Section lookups for the Budget. We have the Spec Sections Module itself, the Spec Sections settings in Portfolio Settings with a lookup list that doesn't correlate to the Bu...
    Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management 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 almost 3 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 almost 3 years ago in PS Web App & Platform / Reports 0

    Why do you have to hit the sign-in button multiple times to log-in, is there a glitch?

    No description provided
    Guest over 5 years ago in PS Web App & Platform 0 Defect

    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 almost 3 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 almost 3 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 almost 3 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 almost 3 years ago in PS Web App & Platform / Field Management 0

    Remove the category suffix from individual budget codes so that all cost categories can be tracked under a single code

    We would like to see the category suffix removed from individual cost codes and for all cost categories to be represented and/or tracked within each single cost code. For example, we would like the ability to budget and track costs for an item suc...
    Ryan Pankratz almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

    Need Download All Option - Found the feature please remove Idea

    When uploading multiple files to an RFI, Submittal etc, we need to ability to downland all the files at once, versus having to open each file, have it preview, then download each separately. This would be most helpful on the ellipsis of a comment.
    Mercedes Green almost 3 years ago in PS Web App & Platform / Document Control 0 Already exists

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