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Ability to link COR, PCO items, and PCCO Items together

Enhancement description:Add the ability to reference in COR, PCO, PCO items, PCCO, and PCCO items from each respective XSD file in reports. What are we trying to accomplish?Give better report customization options, this kind of reporting of linked...
Guest over 5 years ago in PS Web App & Platform / Reports 0 Future consideration

Daily reports - Add the ability to add attachments from sections into the printed form

When printing a single Daily report, you get the option to print linked files, but the files attached under Labor section will not appear and will not be visible on print page and will not be included in the report. On the other hand, if you selec...
Mohannad Yousef 9 months ago in PS Web App & Platform / Daily 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 over 3 years ago in PS Web App & Platform / Security Roles 1 Likely to implement

Users should be able to edit their Title, Phone Number, etc..

Right now a Portfolio Admin has to update individual users information, it would be great if users could maintain their own information.
Benjamin Crosby over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Company Contract History Should Auto Populate

It is important to be able to track all contracts connected to a specific subcontractor/company. Currently, this has to be added manually under Contract History in the Companies module. It would be very helpful if the Companies Contract History au...
Kenani about 2 years ago in PS Web App & Platform / Companies & Contacts 0

Set Default Views at Portfolio Level

It would be beneficial to be able to adjust the default view portfolio-wide, especially on RFI list view, as a starting point for users. This would promote better efficiency from the onset and allow the list view to function as a dashboard.
Guest over 5 years ago in PS Web App & Platform / Custom Fields 1 Future consideration

Having to save every item of a daily report is cumbersome and items can be lost

Everytime I take a photo or add anything to a daily report I have to be sure to save the file. These can present a problem if I become distracted or select another app without saving and I lose notes an photos. Everything in daily reports should a...
Guest almost 2 years ago in PS Mobile Apps / Daily Reports 0 Future consideration

Photo Management - Image Size

It would be great if there was a way to manage photo size within ProjectSight so that when they appear in reports they are not larger than the reports themselves. A second option would be to just enforce a specified size so that pictures print two...
Ricci Stevens over 2 years ago in PS Web App & Platform / Photo Management 2

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 over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Share Locked Records Only with Entire Project

The restricted statuses are a nice step into workflow for submittals, but if we allow Subcontractors to change statuses and Share the Submittals with the entire project, they would be able to change other subcontractors' submittals in those status...
Eric Elfner 10 months ago in PS Web App & Platform / Document Control 3

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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