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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Portfolios

    Showing 32 of 2575

    Change Project Status from Portfolio List

    Description: When viewing the list of projects within a portfolio, it would be very helpful to be able to change a project’s status (e.g., Active, On Hold, Complete, etc.) directly from the portfolio view. Current Limitation: At present, changing ...
    Tim Long 2 days ago in PS Web App & Platform / Portfolios 0

    Portfolio Level Dashboards

    Please consider adding portfolio level dashboards to your roadmap. I'm guessing that most ProjectSight users (including us) have multiple projects contined within a portfolio. It is extremely time-consuming to check project status, items assigned ...
    Guest over 3 years ago in PS Web App & Platform / Portfolios 6

    Action Item Reports Across Portfolios

    Currently, we can download Action Item reports across all projects within a single portfolio. However, when overseeing projects across multiple portfolios, it's important to view these reports across portfolios without having to go into each indiv...
    Katy Browning about 2 years ago in PS Web App & Platform / Portfolios 0

    Multi-project approach

    For many off us who have more than 20 projects at the same time (by the way all subcontractors and trades) the need to a Portfolio dashboard is essential to the everyday work. We need to see on one page all off: Assigned to me, new RFIs, new Punch...
    Guest almost 5 years ago in PS Web App & Platform / Portfolios 2

    Copy Portfolio Settings

    We have multiple portfolios that we always want to keep the same. If we have a company-wide change to a role or how we do a Change Order, I literally have to keep multiple screens open and go through every setting on the records and security roles...
    Mercedes Green 2 months ago in PS Web App & Platform / Portfolios 1

    Untoggle companies when creating a new portfolio when users is toggled on.

    Have the option to untoggle companies when creating a new portfolio when users is toggled on.
    Kiet Lam 3 months ago in PS Web App & Platform / Portfolios 0

    Portfolio Level File Library

    Create a library that will hold all information going to be needed across all projects so you do not have to add them every single time (ie contract exhibits that don't change and are just a PDF). We know we can make a template project and link th...
    Nick Weilemann over 3 years ago in PS Web App & Platform / Portfolios 2

    Ability to use Project Templates to copy all data to a new project

    Ability to use Project Templates to copy all data to a new project. This will make it easier to set up new projects using the template project.
    Guest about 3 years ago in PS Web App & Platform / Portfolios 0

    Subjobs within a Project

    We need the ability to have sub-jobs within a single project and the ability to parcel out access based on the sub-job. This really comes into play when integrating with ERPs that allow for sub-jobs or you have a single Project Budget that encompa...
    Ricci Stevens about 3 years ago in PS Web App & Platform / Portfolios 0

    Ability to create sub-projects within a project

    Client requesting ability to create sub-projects within a project. Locations can be used in some cases but in other cases there is a need to break the sub-projects out with their own budgets and/or greater segregation of records. Some examples cou...
    Guest over 6 years ago in PS Web App & Platform / Portfolios 0 Future consideration

    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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