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    Contract Security Restrictions

    In the contract module, where you drop down to pick your contract type, anyone can click on and off the "is committing" check mark. There is currently not a way to control this in the portfolio settings for the contract or in the security roles. C...
    Nick Weilemann over 3 years ago in PS Web App & Platform / Security Roles 0 Already exists

    Templates for Issue Tracking

    Enhancement description: Prospect wants templates they can choose from in Issue Tracking. This is similiar to Converge Typical Conditions in Punch Lists. The client uses issue templates heavily in PlanGrid. What is the customer trying to accomplis...
    Guest about 7 years ago in PS Web App & Platform / Document Control 0 Future consideration

    Projectsight File Library Sync to Mobile Portfolio level controls

    Enhancement description: At the Portfolio User Group Security settings level have the ability to control the 'Sync to Mobile' setting that exists on File Library folders. What are we trying to accomplish? A better way to manage the Sync To Mobile ...
    Guest about 7 years ago in PS Web App & Platform / Mobile 0 Future consideration

    Projectsight Contract Clarification Types Lookup Group

    Enhancement description: In 'Contracts->Clarifications' the pick list under 'Type' isn't editable in Lookup Groups settings, and users can't edit the nomenclature of the available values in the list. What are we trying to accomplish? Allow user...
    Guest about 7 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

    Folder move/management

    Enhancement description: Add ability to move folders in File Library. What is the customer trying to accomplish? Move folders in the File library. How is the lack of functionality affecting their business? There are a number of situations when it ...
    Guest about 7 years ago in PS Web App & Platform / File Library 0 Already exists

    Add major information to project tiles

    Add major information to project tiles (Project #, budget/value, etc.). Longer project names also get cut off.
    Guest about 7 years ago in PS Web App & Platform / Project Home Page 0 Future consideration

    Sub CO number shown on PCO

    You can see what PCO's are attached to your Sub CO, but not the other way around. It would be nice to be able to see what Sub CO's your PCO's are attached too while in the PCO.
    Guest over 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Already exists

    Make the contract (Schedule of Values) item numbers sort automatically when renumbered.

    Make the contract (Schedule of Values) item numbers sort automatically when renumbered. Currently, it always places the last entered number at the bottom, despite asking it to sort. The sort does not seem to hold.
    Trimble ProX Team over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

    Compartmentation of Portfolio Users by Project in filtering

    In reviewing drawings, I note that when applying a filter to a drawing set - the 'AUTHOR' filter seems to bring in named persons from outside the Project - providing a full listing of named persons from all projects in the portfolio. It is clearly...
    Ciaran O'Brien over 3 years ago in PS Web App & Platform / Portfolios 0

    Contract Invoices - Approved Date Filter

    We need the ability to sort by approved date in the Contract Invoices. Being able to filter by custom fields as well would also be an awesome feature.
    Ricci Stevens over 3 years ago in PS Web App & Platform / Views 0

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