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Record number reformatting does not add preceding zeros on all numbered records.

Currently Automatic formatting of the numbers can only be applied to those records that were created with auto-numbering turned on. This means any record numbering created with manual entry will not receive any preceding zeros. This is when a clie...
William Atchison over 2 years ago in PS Web App & Platform / Settings & Administration 1

Meeting user interface

Not being one to want to compare the layout to other programs but when looking at the Autodesk Construction Cloud meeting minutes the UI looks a little more user friendly and more like how you used to type out minutes in MS Word. https://www.youtu...
Kaj van Brussel about 1 year ago in PS Web App & Platform / Record Management 0

Need a messaging feature with in the app and desktop

We need a messaging feature with in the mobile app and desktop application's. we need to be able to tag people in the project and message direct or in a group. We need to communicate with each other with in the platform for specific reasons as nee...
Jack Bowen about 1 year ago in PS Web App & Platform / Notifications 1

Contracts - Make Required Fields for Contract Types Different

Currently, the required fields for Subcontracts, Owner Contracts, Purchase Orders and Professional Services have to all be the same. Each type of contract is unique and needs to be presented in different ways. Having them all be the same and have ...
Heather Howell about 1 year ago in PS Web App & Platform / Record Management 0

Direct Download of Uploaded Files

In order to download an uploaded file from a comment, you can't just download it from the thumbnail. You have to click on it, wait for the viewer to load, and then you can download it from there. Comment thumbnails should have a direct download op...
Eric Elfner over 2 years ago in PS Web App & Platform / Document Control 0

Add a Team Member Security Role feature that will allow an admin role to invite existing portfolio users, but not allow them to add new users to the portfolio?

We want to be able to control who can create new users, to force consistent data entry of new user records, but at the same time, allow all users of a certain role to be able to invite existing users to their project(s).
Phil about 1 year ago in PS Web App & Platform / Security Roles 0

Ability to Create Custom Forms

There are numerous forms companies have that do not fall under any of the current forms. I would like the ability to take UDF's further and create simple forms to cover these. Some examples include: theft reports, injury reports, warranty requests...
Byron Grimm almost 7 years ago in PS Web App & Platform / Custom Fields 2 Future consideration

Distribution of RFI's and Submittals

We would like to be able to distribute RFI's and Submittals with an email out of Project Sight. The email would be composed in an email section of the individual RFI and or Submittal and allow custom text and attachments to be included. The associ...
Guest over 2 years ago in PS Web App & Platform / Document Control 0

Combining Email Notifications

When a record is created (ie an RFI) - Assigned or CC'd users are getting two emails. One to indicate 'Open' RFI and one to indicate it's been assigned/cc'd to them. If the creator has done both of these steps in one action - the receiver should o...
Guest about 6 years ago in PS Web App & Platform / Notifications 0

COR & PCCO Visibility on the PCO

We need the ability to see linked CORs and PCCOs from the PCO record. Each PCO record can only be linked to a single COR or PCCO but there is no way to view this without leaving the Potential Change Order. There needs a way to view all relevant in...
Ricci Stevens over 2 years ago in PS Web App & Platform / Budget & Cost Management 3