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PS Web App & Platform

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125 VOTE

Workflow Designer

Ability to create process workflows (Portfolio level with copy options and project designation) Ability to create rules and conditionals Routing to users/roles Automated Tasks Automated Report Creation Secondary Process Kick-Off Sections for each ...
Jane Shulzhenko almost 6 years ago in PS Web App & Platform / Workflow 8 Planned

Checklist template attachments

In Checklist Templates, being able to attach standard documents that are visible on a Checklist Record.
Guest 5 months ago in PS Web App & Platform / Record Management 1

Display a total revenue amount at the top of the PCO module.

We need to display a total revenue amount at the top of the PCO module. Currently, there are totals for both estimates and commitments. With the addition of the revenue field, it is important to include this total at the top as well. There are cer...
Lawrence Dow 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Prime Contract Change Order Integration Must Support Lump Sum Contracts

Currently the PCCO Integration to Vista works with 5B/CMAR contracts where all changes related to a budget code all hit the same Contract Item for revenue to be billed. This will not work for Lump Sum contracts since each change will need to be a ...
Mercedes Green 18 days ago in PS Web App & Platform / Integrations 0

Make Unlocking Per Record Type Not Project Wide

We need certain security roles to be able to unlock RFIs, Submittals but not Financials since this can have a financial impact. Many financials are locked after they are imported into Vista but if we give certain roles access to unlock (as that is...
Mercedes Green 6 months ago in PS Web App & Platform / Security Roles 1
106 VOTE

Open in Bluebeam

File Library PDF viewer is sup-par. Please provide option to open files in Bluebeam and save back to PS.
Michael Handlmaier almost 5 years ago in PS Web App & Platform / File Library 2 Future consideration

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal)

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal). A requirement on most projects. Removes a step for most customers of ProjectSight every time they create an RFI or Submittal.
Teresa Hiller about 2 years ago in PS Web App & Platform / Document Control 0

Option to Print Assignments Report on the Project Home Dashboard with "Print Report"

A user wants to view and print report for all open assignments across all record types. On the Home Dashboard page, the user can only view a listing of the open assignments but not the actual report like we could print under each module.
Avis Phannourat about 2 months ago in PS Web App & Platform / Project Home Page / Dashboard 1

Show Details in RFI Tab

Eliminating the Show Details button at the bottom of the screen when you click on an RFI and just have the responses automatically expand. The show details button often gets missed and people think the RFI hasn't been responded to.
Guest 19 days ago in PS Web App & Platform / Views 0

System notification when a user email-replies on a closed record

In case a user replies to an old System notification, coming from a record which in the meantime has been closed and locked, a default reply should be sent to this user stating this. Now the user is under the assumption he/she has replied, the rep...
Laurens Duijm about 2 months ago in PS Web App & Platform / Notifications 0