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    Drag and Drop Documents to records

    Ask: Ability to Drag and Drop Document to records, reducing 2 extra steps/clicks. Current flow: User needs to click on the "link" icon then click on "attach file".
    Jane Shulzhenko over 5 years ago in PS Web App & Platform / Navigation / UI 0

    Add Title/Subject to Transmittals

    The Remarks section in each transmittal is useful for the details of the item. Sometimes, one transmittal will incorporate multiple items. So it will be helpful to add a Title or Subject line to summarize what is being transmitted.
    Guest over 5 years ago in PS Web App & Platform / Document Control 1

    Administrative Reporting

    It would be extremely helpful to have the ability to track the history of changes in the Portfolio Settings and to be able to report on this. When there are multiple Portfolio Admins or when you are trying to coordinate settings across multiple Po...
    Ricci Stevens over 4 years ago in PS Web App & Platform / Settings & Administration 0

    We need a Budget Update Shutdown Period While Forecasting

    We can have every policy in place to tell our Employees NOT to enter new financial data into ProjectSight while we are forecasting, but this almost never happens. We also can't shut off Employee's logins as they still will need to be able to acces...
    Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

    Share Locked Records Only with Entire Project

    The restricted statuses are a nice step into workflow for submittals, but if we allow Subcontractors to change statuses and Share the Submittals with the entire project, they would be able to change other subcontractors' submittals in those status...
    Eric Elfner over 2 years ago in PS Web App & Platform / Document Control 3

    Ability to Create Custom Default Views Assign Them to Security Roles

    We enjoy the flexibility of ProjectSight's Customizable Views. However, with having hundreds of users, we'd like the ability to set the default view by Security Role for each of the Modules.
    Edward Fiore over 4 years ago in PS Web App & Platform / Views 0

    Only show companies within the Project in Project Settings

    It would be easier for us to view and manage the companies within a project if the Project settings only shows the companies on that project.
    Guest about 5 years ago in PS Web App & Platform / Companies & Contacts 0

    Adding Share Settings to View's

    It would be helpful if we were able to add to the view's in each module a column to see the share settings of each document - whether the record was a share with entire project OR participating companies only. For example, in the RFI’s going to th...
    Jessica Ream over 3 years ago in PS Web App & Platform / Views 1

    Authorship Control Gap in Unlocked Records

    Despite the existing security role configurations and the recent enhancement of ball-in-court workflows to restrict permissions, the platform still presents an authorship control issue with unlocked records. The issue arises because users with “cr...
    Lizt Vargas 6 months ago in PS Web App & Platform / Document Control 0

    TRANSMITTALS OPTIMIZATION

    Traceability, Permissions, and Audit Implications To send a Transmittal, the record must be locked, which prevents anyone else—even users with permissions—from modifying it. While locking protects the record before sending, the workflow does n...
    Lizt Vargas 6 months ago in PS Web App & Platform / Document Control 0

    Dear Viewpoint Suggestion Box contributor;

    We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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