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PS Web App & Platform

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Project Photo Auto Generation

Can a photo of the job number automatically generate based on the project number. An example is shown in the attached screenshot.
Henrick Malpica almost 2 years ago in PS Web App & Platform / Project Home Page / Dashboard 0

Project Activity should be project specific within connect.

When looking in Connect, I see all updates for all projects instead of seeing ONLY the activity of the project I am in. It causes confusion and takes away the ability to seek out activity in individual projects, therefore making that feature usele...
Amanda Luna 2 months ago in PS Web App & Platform 0

Multiple Record Reports from record lists show the larger font on each page for the record number.

Currently, the system reports when running a report from the record list and including multiple records in the same PDF, the first page has a large font for the record number. This would be good on each page for a multiple record all in one pdf re...
William Atchison 2 months ago in PS Web App & Platform / Reports 0

Allow Scheduled ad hoc reports to be emailed to another user

By allowing these reports to be emailed to other users allows us to NOT give those users access to the records and just get the reports. We'd also like an Excel option vs pdf.
Mercedes Green 7 months ago in PS Web App & Platform / Reports 0

Bulk PCO Pricing Requests

Enhancement description: Quickly request pricing from multiple subcontractors and have their responses track back to individual PCO line items. What are we trying to accomplish? * Speed up the process of initiating a pricing request for multiple s...
Brendan Radich over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Documents for Review to Submittal Packages

Enhancement description: Allow us to add the documents for review at the Submittal Package level instead of on individual items. What are we trying to accomplish?It is convenient to keep submittal items together in a single package for the review ...
Brendan Radich almost 5 years ago in PS Web App & Platform / Document Control 0

Daily Reports - Labor Entry Window when Expanded

Currently when you expand the labor entry window to full screen, it does not expand the contents of the form to accommodate the extra space. If detailed labor is enabled, the workers area should expand down for less scrolling. Everything under it ...
Hunter Dickerson over 1 year ago in PS Web App & Platform / Daily Reports 0 Future consideration

Generate Filter Options from existing values

When using the filter options in various forms, particularly when filtering by company or contact, PS presents all possible values for selection. It would make much more sense to generate the filter value list from the existing values contained in...
Michael Handlmaier almost 4 years ago in PS Web App & Platform / Search 0 Future consideration

Choose a folder to save reports in the file library

In ProjectSight, both reports and uploaded files on records are saved in a portfolio defined quick upload folder under 'ProjectSight Documents'. But reports like Meeting Minutes are stored in a different folder in our projects. It would be good to...
Patrick Schemkes about 1 year ago in PS Web App & Platform / Reports 0

Make Navigation and Display in Transmittals the same as Submittals

Currently the Transmittal module is the only one that has a "Send" button which is odd and causes a lot of confusion. When you click the "Send Transmittal" button the History tab doesn't track that it got sent either so you don't know it is was se...
Jeff Miller over 1 year ago in PS Web App & Platform / Document Control 0

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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