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    Name of person creating a status change

    On daily log reports it would be nice to know who sent it. can you add that person's name to the status change update emails we get?
    Jack Bowen almost 2 years ago in PS Web App & Platform / Daily Reports 1

    Exclude specific tabs/fields from being locked

    Currently setting the locked/unlocked state on a workflow status causes the entire record to be locked. We would like to be able to exclude specific records tabs or fields from being locked as there are instances where we need to update a tracking...
    Michael Handlmaier almost 2 years ago in PS Web App & Platform / Workflow 0

    Option to Print Assignments Report on the Project Home Dashboard with "Print Report"

    A user wants to view and print report for all open assignments across all record types. On the Home Dashboard page, the user can only view a listing of the open assignments but not the actual report like we could print under each module.
    Avis Phannourat 6 months ago in PS Web App & Platform / Project Home Page / Dashboard 1

    More Notification Email Options

    ProjectSight needs more notification options. Currently, you can only select notifications for the following Drawings published, Specifications published, New comments, Assignment reminder, and Assignment overdue reminder. If a contract is sent to...
    Heather Howell 11 months ago in PS Web App & Platform / Notifications 0

    NOTIFICATION EMAIL TIMING

    Reminder Email - Our subcontractors have reached out stating they are recieving emails at about 2:45 am CST. Would it be possible that we could change that to a more sutable hour, maybe 7 am CST?
    Guest over 2 years ago in PS Web App & Platform / Assignments & Courtesy Copies 3

    System notification when a user email-replies on a closed record

    In case a user replies to an old System notification, coming from a record which in the meantime has been closed and locked, a default reply should be sent to this user stating this. Now the user is under the assumption he/she has replied, the rep...
    Laurens Duijm 6 months ago in PS Web App & Platform / Notifications 0

    Requesting a permission to have Security groups view draft records.

    Client wants the ability to set a Securty permission that would enable a Security Role to view Draft records.
    William Atchison almost 3 years ago in PS Web App & Platform / Document Control 3

    Add a user or project setting for e-mail record attachement default setting.

    Clients have preferences on how attachments are included in emails. Some want links, others want them embedded in the report, or just attached to the email. This should be a default setting in the project or portfolio. Please add as a setting so a...
    Guest about 6 years ago in PS Web App & Platform / Settings & Administration 0

    Project-Specific Crew Setup

    When adding Crews to ProjectSight, give the user the ability to assign the Crew to a project (similar to Contacts). In the Daily Reports module, only show Crews that are assigned to the project.
    David Olivet almost 6 years ago in PS Web App & Platform / Companies & Contacts 2

    Drawings Module - Capability to View a Combined Set of Drawings

    Is there a way to view all the drawings as a combined file so you can go through drawings more swiftly without opening up multiple tabs to see different sheets?
    Guest almost 6 years ago in PS Web App & Platform / Document Control 0 Future consideration

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