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Enhancement description: There isn't a Submittal Package Report that has Submittal item Documents for review file attachments (Not links, actual merged pages). Currently users have to first run reports from the Submittals module for each submittal in order to gather the individual submittal cover page and linked file (Document for review) then run another report from the Submittal Packages module to get a cover page for the Submittal Package, then merge all of those pages to one PDF outside of Projectsight.
What are we trying to accomplish? Speed up a common work process that currently requires too many steps and causes users to download and merge files outside of Projectsight and then re-upload it again.
How is the lack of functionality affecting us? Very time consuming process to accomplish a common task.
Suggested implementation: Create a default submittal package report that includes the submittal items cover pages and documents for review in the report (not linked, merged into the document as a page per submittal).
Describe any workarounds? Run reports from the Submittals module for each submittal in order to gather the individual submittal cover page and linked file (Document for review) then run another report from the Submittal Packages module to get a cover page for the Submittal Package, then merge all of those pages to one PDF outside of Projectsight.
We definitely want to see a simple way to do this as well.
Additionally, I think that ProjectSight should support an option globally to include default report and attachments for an record linked to another record. We need to see this on every record type in the system, not just Submittal Packages.