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XSD joins should be allowed on main report

Having coming from Vista where we can quickly and easily add any table to a report and join by fields and now have to create separate Subreports for every field that does not exist in the main report's XSD seems extreme and unwarranted. Since the ...
Mercedes Green about 3 years ago in PS Web App & Platform / Reports 0

Add feature to Submittal Packages for Action Items

Similar to how Action Items function in the Meetings record type, our team would like to request that the Action Item feature be added to Submittal Packages record type. This would allow assignment of specific items to staff on the project as they...
Rick Parker about 3 years ago in PS Web App & Platform / Document Control 0

PDF Stamp Status Change

When adding an A/E stamp to a PDF set, RFI/Submittal, allow the workflow status to change to the applicable party that is assigned next in line to the workflow chain.
Nick Weilemann over 3 years ago in PS Web App & Platform / Document Control 0

Portfolio Level Change Log

When a user designated as an admin makes a change there is no log that correlates with that change, currently clients are tracking changes made in a third party collaboration tools and capturing screenshots to report on this.
Nick Weilemann over 3 years ago in PS Web App & Platform / Reports 0

Add a comment approval button for Submittal Packages.

Some clients do not want to have the Consultants and Architects submital approval on each individual submttal. They want to have them approve the Submittal Package. Currently no button is showing on comments for Submittal Packages. Please add this...
William Atchison over 3 years ago in PS Web App & Platform / Comments 0

Files in the file library should list which records they are linked to in a file property option.

When a client is deleting a file library file. They receive a message that the file is already linked to at least one record. If the client has linked this file to more than one record there is not place to confirm which records are linked. This p...
William Atchison over 3 years ago in PS Web App & Platform / File Library 0

PDF Markup When Opening From Record

Currently, when you open a pdf in the file library, it allows you to do simple markups such as text, freehand drawing, signatures, and highlighting. However, this is not available when you open up pdfs directly from a record.
Byron Grimm over 6 years ago in PS Web App & Platform / Links 0 Already exists

RFI Multi Link

I would like to be able to link a call out on a page to the detail page and be able to link the specific detail on that page to the call out. As of now you can only link call outs to the detail page.
Guest over 6 years ago in PS Web App & Platform / Locations 0

Need ability to copy location to new item in the ipad app.

This would save time on finding the location all over again.
Andrea Wristen over 6 years ago in PS Mobile Apps 1 Will not implement

Log that a transmittal was sent in the History Tab when you click "Send Transmittal"

In the Transmittal module when you click "Send Transmittal" the system does not track that it was sent in the History tab so you have no idea if it was actually sent or not. This is one of the only modules that does not have an Assigned To field b...
Jeff Miller over 3 years ago in PS Web App & Platform / Document Control 0