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.

This portal is for suggesting enhancements only. If you are experiencing a product defect, please contact support.

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Forms

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Email Fillable forms with complete content

It appears that when you go to your file library and select a form to fill out and then share it or the link to it, the shared form comes out blank to the recipient. is there a way to send the form with the content within it so the recipient can d...
Jack Bowen about 1 month ago in PS Web App & Platform / Forms 0

Rename RFI impacts

RFI impacts should be Scope, Schedule, and Price. “Drawings” is insufficient. “Scope” includes all relevant contract documents, including drawings, specifications, and master contract.
Guest about 1 year ago in PS Web App & Platform / Forms 1

Project Number included as a pre-fix to the document number.

Include the project number as part of the document number so that it's easily identifiable outside of ProjectSight. Example: Purchase Orders Project number might be XYZ123PO numbers auto-increment and might look like:XYZ123-001XYZ123-002XYZ123-003...
Natalie Abshier about 1 year ago in PS Web App & Platform / Forms 0

Enforce data entry on all user-configured required fields during record creation

When creating new records, all system-defined required fields must be entered when creating new records. However, user-configured required fields are not enforced. Users can create a new record, such as a Contract, fill in all standard required fi...
Michael Worthington over 1 year ago in PS Web App & Platform / Forms 0

Form and field attributes

it would be useful is forms can be added on a project admin level and not just a portfolio admin. Along with editing field attributes and adjusting what each form needs.
Guest almost 2 years ago in PS Web App & Platform / Forms 0

History Filter & Search Options

The history of a record can become really cumbersome to scroll through. It would be great if you could filter the history by specific actions. For example, POs tend to have a long history that includes all of the actions within that record as well...
Hunter Dickerson almost 2 years ago in PS Web App & Platform / Forms 1

Checklists/Forms Logic

Design to allow for forms or checklist fields to house logic so that if a question is answered a certain way the user is asked to provide more detail, or requires an attachment, or requires them to fill out another form.
Wesley Ballance almost 2 years ago in PS Web App & Platform / Forms 0

Provide a method or permission to modify the record number field after a record is created.

Add a way to modify record numbers if the format changes significantly for a project. Currently you would need to delete and readd the record which can throw off the dates. Again this is just the number field of the record that greys out after cre...
William Atchison about 3 years ago in PS Web App & Platform / Forms 0

Ability to Provide Document Templates for Word Docs

For the last 24 years in Prolog & then Converge we have been sending Contracts, Change Order Requests, Notice to Proceeds and many customizable documents for signature or notification. Certain documents like contracts need to be executed eithe...
Brian Shawe over 3 years ago in PS Web App & Platform / Forms 0 Future consideration

Checklist - if item is "Atten Required" prompt user to create an Non Conformance or Quality issue.

We would like more accountability on the checklist items, so a prompt to create a Issue, Non Conformance, Quality item would help create records for higher accountability.
Benjamin Crosby about 4 years ago in PS Web App & Platform / Forms 1

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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