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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
1
VOTE
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 ...
0
11
VOTE
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...
1
106
VOTE
42
VOTE
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.
0
3
VOTE
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.
1
58
VOTE
Print feature should be available on Phone and iPad.
Our field guys need to send a pdf report out of the daily report, and currently, the only way to generate reports is on the laptop. All of them prefer to use the iPad or Phone because of the ability to add photos to the report by using the camera....
4
Future consideration
1
VOTE
3
VOTE
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...
0
9
VOTE
Require Assignment Completion Before Changing Status to “Void”
On ProjectSight, assignments currently remain open when an item is changed to “Void” status, even though resolution and assignment completion are required before a status can be changed to “Closed or Void too.” Implementing a requirement to comple...
1