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Allow record number to be changed by Admin if record is not in complete status

If a record (GI, CI, Contract, PO) is not in a completed state, allow the system admin(s) to edit the record number. If the user has a typo in this field, the admin is required to delete the record and start over. If the record has just been creat...
Katy Rodina over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Immediate Notifications for RFI and Submittal Comments

The fact that it takes 30 minutes for email notifications to go out for added comments on RFI's and Submittals is causing chaos on our projects. These notifications should be immediate, please fix this ASAP.
Gabriel Martins over 3 years ago in PS Web App & Platform / Document Control 0

Please Add Payment Terms to Companies and Pull Terms from Company on Commitments

Payment Terms for Vendors are determined by accounting (in our case they are setup in Vista). These payment terms need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ...
Mercedes Green over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Ability for Portfolio Admins to see all records in all Projects

Currently, portfolio administrators do not have access to all records in Projectsight. If a portfolio administrator is not part of the same company, it will not display any record created by other companies. The only workaround is to share with en...
Guest over 6 years ago in PS Web App & Platform / Settings & Administration 0

When scanning through drawings, the drawings show up larger than the screen. Need a way to set default size of drawings to fit the full drawing on the screen so it remains full size as you scan through the drawings.

No description provided
Guest over 6 years ago in PS Web App & Platform / Drawings 0

Keep module colors the same through "Due" items widgets

It would be useful to have the different modules keep the same colors across the "Due Today Items", "Due in next 7 Days" and "Overdue Items" widgets as it can get confusing looking through all of them and seeing the same color in different widgets...
Guest over 6 years ago in PS Web App & Platform / Navigation / UI 0 Future consideration

Can we get a report that incorporates the settings for the screen view including grouping, sorting and included columns.

No description provided
Guest over 6 years ago in PS Web App & Platform 0 Planned

Ability to open "Closed" Records

When a record is "closed" it cannot be opened again. The ability to open a closed record to edit should be allowed for a variety of reasons.
Beth Ragain over 3 years ago in PS Web App & Platform / Project Home Page / Dashboard 0

Exported General Invoices sheet > Items sheet move the Subtotal line to the right along with the other blue columns

With the Subtotal line moved over it would be easier to copy and paste data into the General Invoices > Items Sheet
Kiet Lam over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Modify UDFs at Project Summary Screen

If the user has UDF at the project summary screen the only way to currently edit it is to go into the project and edit it from that particular field. Solution 1: Allow the user to click into the udf at the summary screen and update it from that sc...
Nick Weilemann over 3 years ago in PS Web App & Platform / Batch Edit 0