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PS Web App & Platform

Schedule System & Custom Reports

Scheduled ad-hoc reporting is useful, but the ad-hoc reports are extremely limited compared to what you can build in Crystal Reports. Ad-hoc reports will never replace our customized reports that we use for our weekly meetings, and it would save a...
Brendan Radich 12 months ago in PS Web App & Platform / Reports 1

Select multiple companies for Record Sharing Access

Problem: Currently, in Record Settings, there is a sharing option to control if the Portfolio owner company can see all records, and other companies only see what they are assigned to, or share all records with all companies. This causes issues wh...
Guest almost 5 years ago in PS Web App & Platform / Security Roles 1 Likely to implement

Portfolio level notification settings

It would be helpful to be able to set notification settings on the portfolio level. For example, being able to set a particular security group to not receive "drawings published" notifications without them having to log in and remove the notificat...
Guest about 3 years ago in PS Web App & Platform / Notifications 0

Add more than 100 custom fields for Punch Items

Instead of uploading a Punch Checklist under the Checklist Module, we wanted to add the checklist under Custom Fields instead so it stays together with Punch Items. However, we are only limited to adding 100 custom fields which won't work when we ...
Avis Phannourat 2 months ago in PS Web App & Platform / Custom Fields 0

Save annotations made by multiple persons in one PDF version

When two or more persons are simultaniously annotating a PDF from the file library, their annotations are saved in different versions of the PDF. In that way the latest version doesn't show all annotations that were made. I know PDFtron does suppo...
Patrick Schemkes over 2 years ago in PS Web App & Platform / File Library 0

Enhance Portfolio View Settings

Add columns to be able to filter Projects by: Project Manager, GC, PE, Superintendent This allows us to quickly sort and assess project allocations and speeds our research during Project Manager Meetings, Project Engineer reviews, and General Cont...
Josh Bruce over 1 year ago in PS Web App & Platform / Views 0

Routine action item creation

There is a significant amount of "routine" action items that are required in a project. Like obtaining a COI or securing the P&P bonds. It would be nice if these routine action items could be put into a template that can be uploaded when the p...
Jason Phillips 5 months ago in PS Web App & Platform / Record Management 2 Already exists

Add version Control for uploaded files linked to records other than drawings.

Currently a one would have to keep uploading updated files to thier record and rename them (1), (2)... Versioning is needed to efficiently keep track up changes to uploades without storing multiple copies of a file.
Guest about 7 years ago in PS Web App & Platform / File Library 0 Planned

Insurance Tracking for a Project

It is important to track insurance for a Company by Project, and be able to run a report that shows all companies for a project that have an insurance certificate and be able to track when that insurance expires. This portion is similar to PSW-I-8...
Julie Adler almost 5 years ago in PS Web App & Platform / Companies & Contacts 1

Better Highlight for not Current Drawing

With the November 2024 Drawing update, it is easier to get to a previous revision of a drawing. However, it is now hard to tell that you're looking at a revision that is out-of-date. This would be as easy as shading the revision box light red to i...
Eric Elfner over 1 year ago in PS Web App & Platform / Drawings 0