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Jobs / Projects should be able to marked as inactive.

Projects should be able to be marked as inactive for housekeeping reasons. We potentially add about 150 jobs per year to your list. Over the course of just 5 years the list of jobs showing up in our fields ipads to search and scroll through could ...
Robert Brown over 1 year ago in PS Web App & Platform / Settings & Administration 1

Create a Project from the Template project by default

Can we add a feature so you can default the template project to be preselected in the create project screen, I have attached a screenshot for reference.
Henrick Malpica about 3 years ago in PS Web App & Platform / Project Home Page 2

Checklist Assignments

I know you can assign individual checklist items, but I think user should also be able to assign the entire checklist to a user.
Brendan Radich over 7 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1 Future consideration

copy new project from an existing open project

Due to the fact there is not a true integration for job information (job number, job address, start & finish date, contact information, etc.) it would be nice to be able to use a existing project as a template and copy information to a new job...
Guest over 2 years ago in PS Web App & Platform / Workflow 1

Add Response Field when selecting Response in Workflow

Currently when selecting a response on the right panel for a workflow step, the text instructs the user to "select a response and add comments below" yet there is no place to enter a comment. Instead, we're being instructed to use the Comments tab...
Mercedes Green 7 months ago in PS Web App & Platform / Workflow 0

Allow filtering by Drawing Type

Currently, you can add additional drawing types, but they don't serve a purpose as you can't actually sort or filter drawings by type. It would be nice to be able to filter drawings by the types you've added. As of now, there is: * No column to ad...
Peter Baez over 4 years ago in PS Web App & Platform / Drawings 0 Future consideration

Job Sort and Search on Projects Screen

We have 93 jobs. Our superintendents require access to all of them. The jobs sort based on the recently used instead of alphabetical order. They can't select a sort or filter. The tiles take up a lot of space without showing the full name of the p...
Nancy Burriss about 2 years ago in PS Mobile Apps / User Experience 0 Future consideration

App Xchange Flow Error - Schedule of Value Notes exceed 500 characters

Can the App Xchange sync from Vista to Project Sight be changed to truncate the Schedule of value notes after 500 characters and complete the sync rather than error out and not sync? We have to go back into the Vista Contract and remove notes in o...
April Durant over 1 year ago in PS Web App & Platform / Integrations 0

Copies of submittals and RFIs to have rev numbers instead of all new record numbers

Enhancement description: Allow copies of Submittals and RFI's to create a new revision number 1. open a Project and navigate to Document Control-Submittals (or RFI) 2. Copy a submittal and save 3. Notice that saving a copy of an existing submittal...
Guest over 7 years ago in PS Web App & Platform / Document Control 0 Future consideration

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 ...
Jeff Young 10 months ago in PS Web App & Platform / Import/Export 0