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Assignments & Courtesy Copies

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Send Checklist report to General contractors

Could we explore options for a more effective distribution system? Perhaps we could consider automated email distribution for General Contractors in a PDF format, or a shared drive.
Guest 20 days ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Notifications for Submittals & RFIs - whoever has something assigned to them always receives notifications, however those that are CC'd do not always receive notifications. Notifications are only sent to CC'd parties when a comment is added to an RFI, which also sends the assignee a second notification (one for being assigned, then one for the comment).

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Juliana Bacelar 4 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

NOTIFICATION EMAIL TIMING

Reminder Email - Our subcontractors have reached out stating they are recieving emails at about 2:45 am CST. Would it be possible that we could change that to a more sutable hour, maybe 7 am CST?
Guest 6 months ago in PS Web App & Platform / Assignments & Courtesy Copies 1

Checklist Assignments to show up on Dashboard

Currently the Checklist Assignments do not show up on Dashboard "Items Assigned to Me". They only show up in "Items Assigned to My Company" From related idea: Currently when you input a checklist approver the do not get a notification, nor does it...
Preston Clowney over 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1 Likely to implement

Default CC Assignees

The ability to set a default CC assignee at the project-level for the various record types. Similar to how the default assignee currently functions.
Guest almost 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Closing Assignments in Meeting Minutes, RFI's Submittals, etc.

When you assign a person an item or issue, and then close the item ProjectSight should automatically close the assignment as well. You would almost never have a closed item with the assignment being open. THis helps keep the information in Project...
Jakeb Moon over 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Need a Workflow for Ball-In-Court on Assigned Contacts on Records

When assigning more than one responsible person to a record, we need a workflow that would notify the first responsible person then when they check complete by their name, the next responsible person would be notified that the ball is now in their...
David Huse over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Portfolio view assigned tasks

there should be a way to view your assigned tasks for all projects in a single page…. A personal to-do list off all projects. Even better if portfolio admin could view others pending items. Just like the one PS has for projects, but for portfolios.
Guest 12 months ago in PS Web App & Platform / Assignments & Courtesy Copies / Project Home Page / Dashboard 0 Future consideration

Checklist Assignments

I know you can assign individual checklist items, but I think user should also be able to assign the entire checklist to a user.
Brendan Radich over 5 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0 Future consideration

Contacts Can Comment on Records

Currently you can assign or CC a basic Contact who is not a User. That Contact will receive an email notification. It would be nice if that basic Contact could respond to the email notification and have it populate back into PS as a comment even a...
Hunter Dickerson about 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 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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