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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 over 3 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 over 3 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 over 3 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 over 3 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 over 3 years ago in PS Web App & Platform / Reports 0

Renaming Documents in TC Migrated Projects

Need the ability to rename Contract documents in TC migrated projects vs. non-TC migrated projects. For companies that utilize the renaming function frequently it has been noted that you cannot rename contract documents that have been migrated to TC.
Nick Weilemann over 3 years ago in PS Web App & Platform / Record Management 0 Likely to implement

Region/Project Info

Our Project is made up of a Master Contract with the ownere and individual Work Authorizations. Our Subcontractors receive individual contracts under a Msater project for a multitude of child projects. Typically our Subcontractors have a single in...
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Automatic Weather Setup Postal Codes for Mexico

Postal Codes and weather stations only work for the U.S. Please add in weather for Mexico.
Henrick Malpica over 3 years ago in PS Web App & Platform / Daily Reports 0

System Required Field Indicator in Field Attributes

When looking at the (Portfolio Settings > Records Setting > (Record) >) Field Attributes for each record type, it would be great if there's another visual to indicate which fields are "system" required (vs. customer required). For example...
Zaida Watts over 3 years ago in PS Web App & Platform / Settings & Administration 0

Ability to download all Drawings but have them separate into multiple PDF files based on filter like the report.

If you download all the drawings then they download ungrouped. For example could we download all the drawings and like a report, group by discipline or whatever the grouping selected. The result would be multiple grouped PDFs in this case by Disci...
William Atchison over 3 years ago in PS Web App & Platform / Drawings 0