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Status Likely to implement
Workspace PS Web App & Platform
Categories Workflow
Created by Jane Shulzhenko
Created on Jun 24, 2020

RELATED IDEAS

Workflow Designer

Ability to create process workflows (Portfolio level with copy options and project designation)

Ability to create rules and conditionals

Routing to users/roles

Automated Tasks

Automated Report Creation

Secondary Process Kick-Off

Sections for each workflow step/based on a user's role.

Workflow Step layouts

Data Fields Creation (with Global Fields carry-on function)

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  • Eric Elfner
    Reply
    |     Aug 8, 2023

    The lack of workflow in Submittals is the biggest complaint I am getting from my users who are migrating from Viewpoint Team. States changing when certain things happen and the ball-in-court concept changing as things flow would be a huge improvement to the comment based submittal process and manual status changes that ProjectSight has now.

13 MERGED

Add ability to add workflow routes or record review/approval

Merged
We currently use an in house document management system to complete RFI and Submittal reviews. Based on the project requirements we build static routes for agreed approval workflows. This guarantees that documents are routed in the proper sequence...
Guest over 4 years ago in PS Web App & Platform / Workflow 0 Likely to implement
4 MERGED

Submittal Approval Workflow Needed

Merged
We need a similar approval hierarchy that ProCore uses for Submittals. You assign a Submitter with a due date, but then you need to setup approvers in a specific order or approvals with their own dates (say structural must go first, then mechanica...
Mercedes Green over 1 year ago in PS Web App & Platform / Document Control 0 Likely to implement

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