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2
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Add AI Financials that will be available to Vista customers
Since we have migrated our financials to ProjectSight, Vista is not always current. It will not include unapproved costs, projections and more so having the JC AI Agents in Vista, will lead to incorrect data. It would be helpful for customers like...
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7
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10
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Drawings Permission: Create Private Annotations ONLY
Currently If a security does not have the "Create and Modify Public Annotations" Permission, they can potentially still make a public annotation if they link the markup to a record. There needs to be an additional security permission that only all...
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26
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4
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Automatically Change Allocation of Budget and Costs to Match Amount Entered
We're trying to reduce the amount of manual steps. If a user enters an "Estimated" amount in the budget, change the Allocation Type to Apprx Rev. as well as the Cost Allocation to Apprx cmmt. If a user enters a "Proposed" amount in the budget, cha...
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14
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7
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1
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Provide Copy/Paste function in the Drawings Module for linked objects
I have a detail in my drawings I am linking to a web URL to. This callout occurs in 30+ places throughout the drawings. I would like to copy and paste the annotation inclusive of the URL instead of creating a new annotation and link for each. This...
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1
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