Welcome to the ProjectSight Idea Portal

Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

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Document Control

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Submittal e-mail comments and attachments

Because on submittals they have the Documents for Review area it would help to keep it clear what is to be reviewed if when a contractor just replies to their e-mail notification for a submittal request and attaches their submittal documents there...
Shelly Klarner about 16 hours ago in PS Web App & Platform / Document Control 0

Ball In Court Indication

There is no “Ball in court” indication, so Architects must open every single email, every time to make sure he doesn’t have anything due. Or alternatively, every time he gets an email from ProjectSight, he has to login and check the status of what...
Jackie Allen 18 days ago in PS Web App & Platform / Document Control 0

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal)

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal). A requirement on most projects. Removes a step for most customers of ProjectSight every time they create an RFI or Submittal.
Teresa Hiller 29 days ago in PS Web App & Platform / Document Control 0

Create a FORMS module in ProjectSight

Project Sight needs a FORMS module, that allows admins to upload company template forms, by embedding writable PDF files that can be filled out as individual records. This process can be completed currently in ViewPoint Teams and needs to be inclu...
Jeremy Block 6 months ago in PS Web App & Platform / Document Control / Field Management 2

Convert Outlook email into PDF

When attaching an outlook email to a record can you automatically convert it to a pdf document.
Keith Wyble about 2 months ago in PS Web App & Platform / Document Control 0

Allow Submittal Numbers to be Edited

Submittal numbers should be able to be edited or not required: When we import a submittal log and change the status to open, the submittal number is auto generated and the submittal number is locked and not editable. When setting up a submittal lo...
Guest 11 months ago in PS Web App & Platform / Document Control 3

The ability to hide submittals instead of deleting them and losing all of the information when creating revisions

It would be useful to have the ability to hide submittals instead of deleting them when new revisions are created. We are struggling with Subcontractors updating the most current submittal. When the original submittal is deleted and a revision is ...
Amanda Luna 8 days ago in PS Web App & Platform / Document Control 0

Ability to store multiple pdf or jpeg custom stamps in the submittal markup tool, similar to Bluebeam

This tool is necessary to avoid having to export and re-upload submittals in order to attach a custom stamp. In the "custom stamp" tool there should be an option to simply upload a pre-existing file.
Guest about 1 month ago in PS Web App & Platform / Document Control 0

Meeting Minutes- Send Invitation should integrate with outlook

When you click on the Send Invitation button in the meeting minutes module, it would be nice if the invite would open up in a Outlook Calendar invite window. That way you could turn on a Microsoft Teams link and it would go straight to peoples cal...
Jeremy Block about 1 month ago in PS Web App & Platform / Document Control 0
118 VOTE

Meeting Template

It would be nice to be able to create a meeting "template" to be able to plug and play for new meetings. For example, create a Prep-Meeting template, that can be used when generating meeting minutes for dozens of subcontractors. And then you would...
Guest about 3 years ago in PS Web App & Platform / Document Control 8

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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