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7
VOTE
As-Built Export with ability to decide which annotations to include
When exporting the drawings using the Project Export you should be able to choose which annotations you'd like to include in that export. Right now its all or nothing. So, when you try to export the drawings for as-builts it will include issues, p...
0
15
VOTE
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...
0
23
VOTE
11
VOTE
36
VOTE
20
VOTE
Allow Linking Companies and Jobs with ERP in API
Currently we can create Companies in ProjectSight but it will not allow us to add the ERP values needed in order to link the Company with a Customer or Vendor in Vista. We also can't automatically link Jobs within the API. We would like to control...
0
46
VOTE
10
VOTE
Pre-Assign Users in a workflow prior to sending the submittal.
The Ball in Court is a step in the right direction, but it is not complete. It still lacks the ability to assign the tasks / roles to people. Yes you could create a new workflow for each submittal for each job, but that is a lot of extra work. Pro...
2
87
VOTE
29
VOTE
Meeting Minutes- Send Invitation should integrate with outlook
When you click on the Send Invitation button in the meeting minutes module, it would be nice if the invite would open up in a Outlook Calendar invite window. That way you could turn on a Microsoft Teams link and it would go straight to peoples cal...
1