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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Record Management

    Showing 61 of 2575

    PS Email Format

    The automatic email notifications for PS Records is confusing and poorly laid out. They are hard to read and there is no quick way to look at critical information such as record subject, record number, status of the record, revision, comments adde...
    Guest 13 days ago in PS Web App & Platform / Record Management 0

    Submittal Package Item Sorting

    When adding Submittals to a Submittal Package this is the order that is maintained when printing. This defeats the whole point of the Item No. column that allows users to renumber submittal items and sort to their liking. Even if you sort by any o...
    Guest 5 days ago in PS Web App & Platform / Record Management 0

    Meeting Templates

    We need the ability to create meeting templates to standardize discussions. Our current workaround is to create a 'Master' meeting, export it to Excel, and then import it to the project. We should be able to click a button to select an existing te...
    Jonathan Gonzalez about 1 month ago in PS Web App & Platform / Record Management 0

    Better Automatic Submittals

    See also: https://projectsight.ideas.aha.io/ideas/PSW-I-3078 https://projectsight.ideas.aha.io/ideas/PSW-I-1887 We've done some testing with ACC, ProjectSight's BETA feature, and directly with various A.I. models (via OpenRouter). My current ranki...
    Brendan Radich 3 months ago in PS Web App & Platform / Record Management 1

    Checklist template attachments

    In Checklist Templates, being able to attach standard documents that are visible on a Checklist Record.
    Guest about 2 months ago in PS Web App & Platform / Record Management 0

    An OR feature when using filters

    Add the ability to use filters using OR rather than just AND. OR would allow for more flexibility in filtering record items. For instance you could filter by status OR responsible company.
    Tim Long 12 days ago in PS Web App & Platform / Record Management 0

    Add Filter for Submittal Log View for Current Version

    When you first go to the Submittals Record you can filter by Assigned Contact, Assigned Company, etc. Similar to the Drawings tab you should have a filter for Current Version. This way you can reduce the amount of submittals you see on your log to...
    Alyssa D'Amico about 1 month ago in PS Web App & Platform / Record Management 0

    Routine action item creation

    There is a significant amount of "routine" action items that are required in a project. Like obtaining a COI or securing the P&P bonds. It would be nice if these routine action items could be put into a template that can be uploaded when the p...
    Jason Phillips 28 days ago in PS Web App & Platform / Record Management 2 Already exists

    ability to change sort comments on records from oldest first to newest first and vice versa

    This would be useful when there are multiple comments added to a record so you are always accessing the most recent comment first. this would be best as an individual preference.
    Guest 4 months ago in PS Web App & Platform / Record Management 1

    Search Performance

    Please, please, please show search results at the same time! When I search for a keyword in any of the record management modules (RFI, Submittal Packages, etc.), some search results show up faster than others (search algorithm searches subjects fi...
    Guest 3 months ago in PS Web App & Platform / Record Management 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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