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PS Web App & Platform

Send assignment reminder

Currently, the system sends a separate email for each assignment when issuing reminders. While well-intentioned, this results in a flood of notifications that users often perceive as noise—leading to important reminders being overlooked or ignored...
Michael Handlmaier over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 3

Better Automatic Submittals

See also: https://projectsight.ideas.aha.io/ideas/PSW-I-3078 https://projectsight.ideas.aha.io/ideas/PSW-I-1887 We've done some testing with ACC, ProjectSight's BETA feature, and directly with various A.I. models (via OpenRouter). My current ranki...
Brendan Radich 11 months ago in PS Web App & Platform / Record Management 1
125 VOTE

Workflow Designer

Ability to create process workflows (Portfolio level with copy options and project designation) Ability to create rules and conditionals Routing to users/roles Automated Tasks Automated Report Creation Secondary Process Kick-Off Sections for each ...
Jane Shulzhenko about 6 years ago in PS Web App & Platform / Workflow 8 Planned

Please Allow Per Step Days to be configurable in the new Ball in Court Workflows

Currently there is no way to set number of days per Step on the new Ball in Court Workflow. This will not work for Submittals as the time for interval review is much less than external review with consultants and the fact that internal review must...
Mercedes Green 10 months ago in PS Web App & Platform / Workflow 0
106 VOTE

Open in Bluebeam

File Library PDF viewer is sup-par. Please provide option to open files in Bluebeam and save back to PS.
Michael Handlmaier over 5 years ago in PS Web App & Platform / File Library 2 Future consideration

Invites should include an option to add them to a Distribution Group

When sending a new invite, we should have the ability to add them to a Distribution List at that very moment. That way someone would not have to constantly be checking the Distribution List to make sure new members don't need to be added to the list.
Dwain Wood over 1 year ago in PS Web App & Platform / Settings & Administration 0

Search for Files in the File Library

We have an extensive folder structure in the File Library and would like to be able to easily search for files or folder names (including subfolders).
Fady Sobhy over 1 year ago in PS Web App & Platform / File Library 1

Ability to Upload Entire Folders to File Library

I wanted to suggest a feature enhancement for the File Library. Currently, users can only upload individual files, but not entire folders. It would be extremely helpful to have the ability to upload a full folder (and its subfolders) directly into...
Tim Long 11 months ago in PS Web App & Platform / File Library 1

Batch Edit or Change the Workflow Template for Multiple Submittals at Once

Using the Import function to import a submittal register into PS does not automatically apply the new workflow template. The submittals are needing to be managed/changed individually taking significant time with projects that have 2000+ submittals.
Bryan Chau 9 months ago in PS Web App & Platform / Workflow 3

Portfolio wide Checklists for all projects to use

No description provided
Guest 6 months ago in PS Web App & Platform 0