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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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Portfolios

Showing 27

Checklist Template choices, in Security Role Settings

When you dive into the portfolio security role settings, you can easily decide if a security role has access to checklists and what they should be able to do with those checklists. However, there is not an ability to select which checklists a secu...
Jeremy Block about 1 month ago in PS Web App & Platform / Portfolios 0

Update User Project Access based on Project Workflow/Status

In the Portfolio settings when adding a new user or editing user settings, it would be very helpful to have the ability to filter the project list by workflow/status to only see active projects to give users access to. There is currently no indica...
Katy Rodina 4 months ago in PS Web App & Platform / Portfolios 0

Enable a field to have a default value of another field

We at times need a standard or custom field to default to a value of another field on the same record. For example, we created a Contract Amount field and want it to always default to the Applied Amount (Bdgt) amount. So similar to how you can set...
Mercedes Green 4 months ago in PS Web App & Platform / Portfolios 0

Add Reassign Option when Removing Users with Existing Records Assigned

With Viewpoint Team (TC One) if we remove a user from a project that has existing open transactions (assigned records that are still open), it will let the user know and give the admin the option to choose another user to reassign those records to...
Mercedes Green 5 months ago in PS Web App & Platform / Portfolios 0

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 6 months ago in PS Web App & Platform / Portfolios 0

Include Sample Project when creating a new portfolio from a Template portfolio

Please allow the ability to create a new portfolio from a template and include the sample project.
Henrick Malpica 8 months ago in PS Web App & Platform / Portfolios 0

Automatically update portfolios in production when template portfolio is changed

As an Enterprise Company we are using multiple portfolios for our multiple subsidiaries. We create these portfolios from a template portfolio, our company standard.But right now, when we change the template portfolio we have to update all portfoli...
Patrick Schemkes about 1 year ago in PS Web App & Platform / Portfolios 0

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 over 1 year 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 over 1 year ago in PS Web App & Platform / Portfolios 0

Overview over portfolios under license for enterprise account admins

As an enterprise account admin I would like to get overview over all portfolios under our Enterprise account. At this point I'm totally in the dark and have no steering means as an Account admin.
Patrick Schemkes over 1 year ago in PS Web App & Platform / Portfolios 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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