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PS Web App & Platform

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Ability to assign Project Roles to distribute documents in RFIs & Submittals

Enhancement description: Ability to assign Project Roles to distribute documents in RFIs & Submittals What is the customer trying to accomplish? Client wants the ability to assign RFI's or Submittals based on Project Role How is the lack of fu...
Guest almost 6 years ago in PS Web App & Platform / Document Control 0 Future consideration

File Library - Submittal Folder

When creating folders for Submittals the Revision Number needs to be part of the folder creation, not just the number. As it is done with Submittal Packages. Here is why: 1. Create a new submittal2. Add an attachment3. Create a revision of Submitt...
Ricci Stevens about 3 years ago in PS Web App & Platform / File Library 0

Close a Project

We need a way to close a project by taking the entire project to a read-only state preventing changes, further integrations, etc.
Ricci Stevens about 3 years ago in PS Web App & Platform / Settings & Administration 0

Multi-Select Custom Fields

Currently, there is not a multi-select option for data fields (custom or not). Having a multi-select field would be useful. A submittal could deal with two disciplines. Currently you can only have one in ProjectSight. This make tracking with repor...
Guest over 5 years ago in PS Web App & Platform / Custom Fields 0

Enable a field to have a default value of another field

We at times need a standard or custom field to default to a value of another field on the same record. For example, we created a Contract Amount field and want it to always default to the Applied Amount (Bdgt) amount. So similar to how you can set...
Mercedes Green about 1 year ago in PS Web App & Platform / Portfolios 0

Improve PCO Markups

A few suggestions to improve PCO markups: 1. On the form, keep markups separate from regular line items, similar to how tax is separated on POs.2. Allow for default percentages, budget codes, & descriptions, but give the user the ability to ch...
Byron Grimm over 5 years ago in PS Web App & Platform / Budget & Cost Management 0

On the Checklist record client wants the ability to add assignees and those assignees to be approvers.

The Checklist limits the approvers to what is selected as approvers in the template. Also Assignees can be added per Checklist item, but that is a lot of clicking to assign a user to all the checklist items. Hundreds at times.
William Atchison about 3 years ago in PS Web App & Platform / Field Management 0

Contract Invoices - Prompt to ask if you want to populate Change Orders

Currently when you create a new Contract Invoice, it automatically pulls in any Change Orders associated to the Contract no matter what status those Change Orders are in. It would be great if there was a pop-up message that asks if you want to pul...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Allow outside collaborators to add RFIs without numbers, to be later assigned once accepted by the GC or CM

Add a feature to allow the GC or CM to assign an RFI number once the RFI is accepted. Right now, when a subcontractor or vendor adds an RFI, it is automatically assigned a number. If the GC or CM wants to reject it, and not assign a number, this i...
Julie Adler over 5 years ago in PS Web App & Platform / Document Control 0

Could we change the Cost Period Current Period setting to fall over the current date? Please

Clients in support typically ask about this. They do not want to have to keep going to set the Current Cost Period in the Settings and to make matters worse we force them to set it per project (Existing idea for Portfolio setting current period: h...
William Atchison over 1 year ago in PS Web App & Platform / Budget & Cost Management 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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