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19
VOTE
Create an Excel Report Builder API that allows you to query and connect to data in ProjectSight in real time without having to export the data into excel.
During the Prolog and Converge era, Trimble had a product that allowed data to be connected directly to Excel directly through an API. This connected Excel file maintained all security and was very useful in extracting the data and then formatting...
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1
VOTE
Change step due date for next step before submitting it
Right now the step due date for the next step you are submitting for cannot be changed until you submit it. It can then be changed once it is submitted, but the issue that causes is the notification that goes out has the original step due date, so...
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3
VOTE
Export/Archive RFI & Punchlist Data for Record Closeout Hyperlinked with attachments
If the RFI or punchlist items do not have attachments or photos no folder is created and only the record RFI or punchlist PDF is created outside the folder. If the RFI or punchlist items do have attachments or photos the folder is created but not ...
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17
VOTE
Prime Contract Change Order - Void Amount when status is set to Rejected
Currently the status of a Prime Contract Change Order has no connection to the amount of the PCCO. So if the status is marked as Rejected but the PCOs are not removed, the CO amount will still affect the Revised Contract Total. It would be great i...
0
1
VOTE
7
VOTE
Update purchase-order "invoiced amount" with ERP invoice data.
Currently the "invoiced amount" on purchase orders only shows information if invoices are written through ProjectSight. With the Vista/Spectrum integration it would be nice to see this information update with the invoiced amounts from the ERP system.
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2
VOTE
33
VOTE
33
VOTE
35
VOTE
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...
0