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PS Web App & Platform

Publish multiple checklist templates at once

Now we have to publish checklist templates one by one. Please provide bulk publish for Checklist templates
Patrick Schemkes almost 3 years ago in PS Web App & Platform / Field Management 0

ProjectSight emails hitting junk/spam - reformat header

Client request: All emails that are sent by ProjectSight end up in Junk/Spam filters, whether it's an invite, or notifications of assignment for a task etc. Can the email header be reformatted so I don't have to tell every company and person I inv...
Guest almost 7 years ago in PS Web App & Platform / Notifications 0 Future consideration

Add 'From' and 'To' company addresses on the Application for Payment reports. Currently only the Company names appear.

Open a project and navigate to "Budget and Cost Management-Application For Payment"Open an application for payment and Print a report. Note that the addresses for the 'To' and 'From' companies do not appear on the report. Client would also like th...
Guest almost 7 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Ability to add more than one responsible company

Client request: Can we have more than 1 responsible company?
Guest almost 7 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0 Future consideration

Add Default "View-Only" Security Role

Client requests "a typical "view only" user role if we want to share reports, but not allow any changes.". Note that this can already be accomplished by manually creating a new Role with read-only permissions to all areas of ProjectSight. We can c...
Guest almost 7 years ago in PS Web App & Platform / Security Roles 0 Future consideration

Add the option to hide closed action items linked to meeting minutes topic when viewed in meeting minutes

Add an option to hide or filter action items in the meeting minutes Topics based on the action item status without deleting the actual action item record. The user wants to add this option since they add many action items under each Topic and it w...
Mohannad Yousef over 3 years ago in PS Web App & Platform / Document Control 0

Add a project or Portfolio log to see user activity: Logins, records deleted, records added, records modified, date time stamps.

Clients would like to identfy users activity. They would like to know who might have deleted or added a record. They would like to know when users logged in previously.
Guest over 6 years ago in PS Web App & Platform / Settings & Administration 2 Future consideration

Distribution Lists when Assigning or CCing

Only one person can be selected at a time when assigning or courtesy copying. It is extremely rare that one person will be selected for these; distribution lists or multiselect (before the contact pop-up closes) should be an added feature
Guest almost 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1

Submittal Cover Sheet Report

Add the ability to edit or sign off on a report prior to printing it out/sending it out. Currently, if you print a report and edit it you have to re-upload it to the record and then send it out.
Henrick Malpica over 2 years ago in PS Web App & Platform / Reports 0

Record link on drawing

When creating a record link on the drawing, the drawing is not linked as a reference to the created record. This makes it difficult to go to the record and identify where the record originated.
Trimble ProX Team almost 2 years ago in PS Web App & Platform / Drawings 0