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PS Web App & Platform

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Add the ability to add sub topics in Meeting Minutes.

Client wants the ability to break out his meeting topics into subtopics for the meeting minutes. You can assign tasks for a topic, but this is not really sub topics.
William Atchison over 3 years ago in PS Web App & Platform / Document Control 1

Add a "Recycle Bin" Feature

It would be great to have a sort of recycle bin that is available to specific security roles. It would be great if this were available at the project/portfolio levels, and should give administrators the ability to restore recently deleted records/...
Brendan Radich over 2 years ago in PS Web App & Platform / Settings & Administration 0

Portfolio Level File Library

Create a library that will hold all information going to be needed across all projects so you do not have to add them every single time (ie contract exhibits that don't change and are just a PDF). We know we can make a template project and link th...
Nick Weilemann over 2 years ago in PS Web App & Platform / Portfolios 1

Scheduled Ad-Hoc Reporting to Other Individuals

You can schedule a report to be sent to your email at a set duration with the current configuration for the Ad-Hoc Reporting. It would be very beneficial to have the ability to send a report to individuals or Trade Partners at a set date. For inst...
Jakeb Moon almost 3 years ago in PS Web App & Platform / Reports 0

Turnaround time for Submittals

Per documentation the turnaround time is based on the created and resolution date. This calculation doesn't work for us as we create the submittal records in advance of receiving the actual documents. It would be better if the calculation could be...
Michael Handlmaier almost 4 years ago in PS Web App & Platform / Document Control 1

Ability to Batch Edit Submittal Packages

Currently bulk changes to submittal package data can't be made form the record grid or export spreadsheet. Please add bulk edit to submittal packages. We have to bulk assign author company and contact information after the packages are setup, when...
Michael Handlmaier almost 5 years ago in PS Web App & Platform / Batch Edit 0 Future consideration

Please separate Create Users and Create Companies from requiring project and portfolio access

We do not want to give Project Settings and Portfolio Settings to our users but in order to add new users to a project, we have to give the Project Settings. If we want users to be able to import new users, we have to give them Portfolio Settings....
Mercedes Green about 1 year ago in PS Web App & Platform / Security Roles 0

Project Level Crew Manipulation

Currently crews can be permanently edited from a portfolio level and temporarily edited on a daily report. There are trade partners that work for the same controlling contractor on multiple projects with differing crew stipulations. Allowing the s...
Nick Weilemann over 1 year ago in PS Web App & Platform / Daily Reports 1

PCO Additional Fields

Add COR and PCCO visibility at the PCO level. You can currently see linked Subcontract information but it you are looking to see what PCOs have been pushed forward into a COR or PCCO you have to run a custom report or go to another module. Being a...
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Auto-distribute reports to other team members

Record reports currently can only be auto-generated and sent to the Author. Sharing certain reports with the whole team can be essential for meetings/collaborations amongst other members. It would be more efficient if the program could be set up t...
Guest about 1 year ago in PS Web App & Platform / Reports 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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