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PS Web App & Platform

Checklist Templates - Changing Module

We need the ability to change a checklist module for a template once it's been published.
Hunter Dickerson over 2 years ago in PS Web App & Platform / Field Management / Settings & Administration 0 Future consideration

Set submittal item status when Submittal Package status is changed

Requesting an confirmation box that pops up to ask if you would like to change all attached submittal item statuses to the status changed on the Submittal Package record.
Guest over 4 years ago in PS Web App & Platform / Document Control 0

Suppress Notification for an Individual Action

A use case is when you need to change a submittal that is in a locked state. You need to unlock it, make the change and then relock it. Everyone attached to the submittal is going to get 2 notifications that they don't care about. Viewpoint Team i...
Eric Elfner about 1 year ago in PS Web App & Platform / Notifications 1

Please Add more Fields to the ERP Vista AP and AR Customer integrations

Each Customer and Vendor added into ProjectSight from Vista are left with a blank company type. Would be a very simply modification to tag each AP Vendor as Vendor Type and AR Customer as Customer type. As of now, I have to export all the blanks, ...
Mercedes Green almost 3 years ago in PS Web App & Platform / Companies & Contacts 1

Subcontractor CO numbering

Change Orders to the same vendor / sub should be numbered in sequential order. The sequential numbering of all change orders is completely irrelevant in most situations. It seems like prolog has a lot of the kinks already worked out in a lot of mo...
Guest over 5 years ago in PS Web App & Platform / Performance 0

higher quality printouts of compared drawings

reviewing changes between revisions and printing out for on the site use for Foremen & Project managers.
Guest about 1 year ago in PS Web App & Platform / Drawings 0

Default Organizational Vieww

Ability for the Admin to create default/standard views for the organization. This will make it easier to train internal users and ensure employees are all viewing information similarly.
Ricci Stevens over 6 years ago in PS Web App & Platform / Settings & Administration 0

Ability to enter Negative Costs/Deducts in Contract Invoices

Client keeps running into an issue where they can't enter negative amounts in their Contract Invoices (use case is if they have a deduct invoice/credit). One comment was "it seems like the system is treating it like an error in the billable amount...
Guest over 6 years ago in PS Web App & Platform / Budget & Cost Management 0

The ability to hide submittals instead of deleting them and losing all of the information when creating revisions

It would be useful to have the ability to hide submittals instead of deleting them when new revisions are created. We are struggling with Subcontractors updating the most current submittal. When the original submittal is deleted and a revision is ...
Amanda Luna almost 2 years ago in PS Web App & Platform / Document Control 0

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 4 years ago in PS Web App & Platform / Reports 0