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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Security Roles

    Showing 48 of 2574

    Individual Checklist Permissions

    It would be helpful to set individual permissions on checklists so that subcontractors/trade partners would only be able to those granted to them based on security role. We have some forms that are intended for subcontractors (JHA) but others that...
    Ryan Melson 2 days ago in PS Web App & Platform / Security Roles 0

    Team Members - users to manage team members—invite, edit, and remove—for existing companies only.

    In the current system, the security role settings allow users to invite, edit, and remove team members either for all companies or only for their own company. The client is requesting a new setting that would permit users to manage team members—in...
    Kiet Lam 4 months ago in PS Web App & Platform / Security Roles 0

    Make Unlocking Per Record Type Not Project Wide

    We need certain security roles to be able to unlock RFIs, Submittals but not Financials since this can have a financial impact. Many financials are locked after they are imported into Vista but if we give certain roles access to unlock (as that is...
    Mercedes Green 3 months ago in PS Web App & Platform / Security Roles 1

    Remove ability to edit an author's comments

    Users can currently edit the original author's comment in RFIs by attaching photos to their comment. We would like the ability to turn off editing other user's comments on certain security roles.
    Jonathan Underwood over 1 year ago in PS Web App & Platform / Security Roles 0

    Allow security roles to be updated in the reports section of Projectsight

    Currently security roles can be adjusted in bulk when a new report is created. However, they can only be modified for existing reports through each security role configuration which is tedious. Request is to include the security role button on exi...
    Daniel Maurer 7 months ago in PS Web App & Platform / Security Roles 0

    Create role that would grant access to all projects within a portfolio without admin permissions.

    We receive multiple requests from users requesting that they are added to all projects within a portfolio. These users are not admins, so the Portfolio Admin role will not suffice to fulfill this request. This requires us to manually add several u...
    Daniel Maurer about 1 year ago in PS Web App & Platform / Security Roles 0

    File Library Security not in sync with security roles

    Currently the file library does not honor security settings from the users security roles. We have a security role for outside consultants that does not allow access to Budget and Cost Management. The same security role allows access to the file l...
    Michael Handlmaier over 5 years ago in PS Web App & Platform / Security Roles 0

    Select multiple companies for Record Sharing Access

    Problem: Currently, in Record Settings, there is a sharing option to control if the Portfolio owner company can see all records, and other companies only see what they are assigned to, or share all records with all companies. This causes issues wh...
    Guest over 4 years ago in PS Web App & Platform / Security Roles 1 Likely to implement

    Having Checklists only available for a security role and nothing else, so they do not have the ability to access the folder files

    Currently you can hide everything except for the Files - Library folder in the security roles. We want to hide this as we want the labour on site only to be able to access the Checklist folder. There is an option to hide the Models Folder, we want...
    Guest 9 months ago in PS Web App & Platform / Security Roles 0

    Team Members Tab - Changing Security Role from Role to None

    In the team members tab, after you assign a security role to a team member, you can't change it back to None or No Access. I do understand that it isn't best practice to be able to change the security setting to None (contact only) since they may ...
    Jessica Ream 11 months ago in PS Web App & Platform / Security Roles 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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