Submit Your Suggestions for Viewpoint Team

Project Editor should be allowed to edit Submittals and Attachments after Returned/Released/Closed

I’d like to submit a suggestion that the Project Editor be allowed to add/edit attachments and/or edit other data within a submittal once it has been “Closed”.  I have a submittal that has already been through everyone’s hands but there was an error in the attachment I noticed after Releasing it which Closed the submittal and now I have no way of adding the correct attachment without deleting the submittal and starting the submittal process over again or creating a revision.  The same issue would occur if I had forgot the attachment entirely. 

Additional input from another PM on similar issue:  Keep in mind the Architect or Engineer is not as schooled in the processes and errors will be made. The Project Editor should have the capability to correct errors even after closed. I had Engineer send back a submittal as approved when it was actually revise and resubmit. Only option I have at that point is to Release it. I could not change it to revise and resubmit so I had to release it with a note and create a new sbmtl instead of a resbmtl.

Similar to the File Revisions in Documents, I'd like to be able to generate revisions to attachments thereby retaining the history of a certain file while overwriting it with current info.  This would eliminate having to keep multiple versions of the same file in the attachments or having to delete older attachments (to reduce confusion) while losing access that version of the file in the future.  

  • Sep 8 2017
  • Shipped
Company Leander Construction Inc.
Job Title / Role Project Manager
I need it... Yesterday...Come on already
  • Attach files
  • Admin
    Jeremy Larsen commented
    September 12, 2017 14:01

    Thanks Megan - 

    This makes a lot of sense for any item that can be closed (all of them) and we will add to our backlog. 

  • Brant Fischer commented
    September 27, 2017 11:58

    In our initial trial of Team this has already been an issue. Project team forgot to click "Create Revision" before they closed the item and now we have no way of creating that revision. This likely needs moved up on development.

  • Admin
    Aaron Jost commented
    September 28, 2017 01:55

    Targeting for release with end of Oct release

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