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Custom Default Report Naming

Enhancement description: Allow admins to define report naming conventions for downloaded & emailed reports for all records. What are we trying to accomplish? Customize and/or simplify the naming of downloaded or emailed files. How is the lack ...
Brendan Radich almost 6 years ago in PS Web App & Platform / Reports 1

Prime Contract Change Order forms should list all linked COR/PCO's with total and include signature lines for GC, Architect and Owner

No description provided
Guest almost 7 years ago in PS Web App & Platform / Forms 0 Future consideration

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

Default Tool Preferences by User

It would be nice if the tools in the PDF Viewer could have defaults set up by user that would carry over from one document to another. For example: setting the Text Box border, opacity, font size/color, etc. to a default of the useres choice.
Guest almost 6 years ago in PS Web App & Platform / File Library 0

Add SMS Capabilities into Mobile App

Let's face it, there are certain users that you need to communicate with on your project that will not even use email, won't install an app or even log into your application. We still need to communicate key details to these users and SMS is the b...
Mercedes Green about 3 years ago in PS Mobile Apps / General 0 Future consideration

Checklists/Forms Logic

Design to allow for forms or checklist fields to house logic so that if a question is answered a certain way the user is asked to provide more detail, or requires an attachment, or requires them to fill out another form.
Wesley Ballance almost 4 years ago in PS Web App & Platform / Forms 0

Print Current View or Select View when Printing Drawings

Enhancement description: Add the option to print the current zoomed-in view or to select a section of a drawing when printing a drawing. What are we trying to accomplish? Print only the area we need from a drawing either to paper or PDF instead of...
Brendan Radich about 6 years ago in PS Web App & Platform / Drawings 0

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 over 2 years ago in PS Web App & Platform / Companies & Contacts 1

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

Prime Contract Change Order Detail Reports are not detailed

All the existing PCCO detailed reports are not detailed. They are only listing the PCO header description and total revenue. It should break down the Contract Items that are being updated by the COR. Since each budget code on the PCO could potenti...
Mercedes Green 10 months ago in PS Web App & Platform / Budget & Cost Management 0