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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 almost 4 years ago in PS Web App & Platform / Security Roles 0 Already exists

    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 almost 4 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 almost 4 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 almost 4 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 almost 4 years ago in PS Web App & Platform / Views 0

    File Library Folder Updates

    When updating files in the modules (Punchlist, RFI, Daily Report, etc.) the file library folders do not mass update, the user would have to go in and update the naming convention 1 by 1. Create the ability for file folders to auto update when a fi...
    Nick Weilemann almost 4 years ago in PS Web App & Platform / File Library 0

    Selective Access/Viewing of Meetings

    Within document Control - Meeting Minutes Can PS make it possible to control or limit sight of particular meetings. For Example -Can one allow the 'Project Progress inspection' Meeting type be seen by the DTM members - but the Contractor team memb...
    Ciaran O'Brien almost 4 years ago in PS Web App & Platform / Document Control 0 Already exists

    General Invoice Items XSD with Budget Code Group Pieces

    The Budget Code Pieces have been added to most all XSDs except for General Invoices. Can they please be added here as well for reporting purposes?
    Ricci Stevens almost 4 years ago in PS Web App & Platform / Reports 0

    Initial Submittal Toggle

    When submitting a submittal create an option to have a separate initial submission box or provide a toggle to turn on "initial submission", as reviewed documents are ready to be uploaded create an additional toggle to be selected when re-uploading.
    Nick Weilemann about 4 years ago in PS Web App & Platform / Document Control 0

    Add Lead Time Ad-Hoc Filter

    Allow ability to create an ad-hoc report filter that is tied to lead times associated with material/submittal procurement.
    Nick Weilemann about 4 years ago in PS Web App & Platform / Reports 0

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