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PS Web App & Platform

    Need security option for Settings. Specifically the ability to uncheck/unlock Portfolio Inherited settings in a project.

    The client needs the ability to secure the Portfolio inherited checkbox in Project Settings. They need to have some Security Roles have access part of the Settings (companies, contacts, etc), but they do not want these same roles to be able to unc...
    William Atchison over 3 years ago in PS Web App & Platform / Settings & Administration 0 Planned

    Tag Multiple Companies to a PCO

    Capability to tag multiple companies to a PCO will be helpful when we run reports by Subcontractors we can keep track of PCO's impacting multiple trades without assigning it to anyone.
    Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management 0

    Please show Company Name when hovering over contact on Submittals, RFIs etc

    When you have many contacts on a Submittal and you hover over their names, it only shows their phone number and email. The company name is the most important yet it doesn't show anywhere. We'd have to open a separate windows to browse the Team Mem...
    Mercedes Green 11 months ago in PS Web App & Platform / Document Control 0

    Ability to copy complete Daily Report

    The ability to copy information from a previous Daily Report to a new Daily Report is extremely limited. Should be able to copy a complete previous report including Labor, Equipment, Notes and Custom Fields from Additional Info tab. Would save a t...
    Bill Fadok about 3 years ago in PS Web App & Platform / Daily Reports 0

    Add Drawings Sets to Project Export options

    Support has heard from multiple clients that they would like to be able to download drawings based on Drawing Sets. Currently the option in Project Export is to download all drawings. Downloading from the Drawing Set module will often time out if ...
    Tonya Overstreet over 1 year ago in PS Web App & Platform / Drawings 2

    Enable Copy/Paste in Comments

    I’d like to suggest adding the ability to copy and paste both text and images directly into the Comments field of Action Items, Submittals, RFIs, and other record types within ProjectSight. Currently, when we want to include a screenshot or snippe...
    Tim Long 7 months ago in PS Web App & Platform / Comments 0

    Daily Report View

    Hello, We need to review the pending and ready for review "Daily Reports" every week for all our projects in construction status. For that purpose, I go into a project, turn on just the Pending and Ready for Review reports in Status then in ad-Hoc...
    Pooya Akram over 1 year ago in PS Web App & Platform / Daily Reports 0

    Add "Create SCO" button to Approved PCO Line Items

    Enhancement description: Add a button to each PCO line item on a PCO to "Create SCO", once the PCO is approved. What are we trying to accomplish? Save time by quickly creating and sending a new SCO directly from the approved PCO. How is the lack o...
    Brendan Radich almost 6 years ago in PS Web App & Platform / Budget & Cost Management 1 Future consideration

    Courtesy Copy add anytime

    We have several occasions where there's a rep that an owner or architect wants added as courtesy to view RFI's and Submittals and most of the time this happens when several items have already been reviewed and is closed. The option to add viewers ...
    Kim Givens 11 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

    Recalculate PCO Markups

    Enhancement description: Give users a button to quickly recalculate PCO Markups What are we trying to accomplish? Quickly recalculate PCO Default Markups after a PCO item budget changes. How is the lack of functionality affecting the business? Cur...
    Brendan Radich over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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