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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Settings & Administration

Showing 85
127 VOTE

Portfolio Level Checklist Templates - A MUST

Currently checklist templates can only be managed at a project level. What if 30 new checklist templates are added to the template project after 50 projects have already been created. All of these jobs need the new checklists. Now someone has to g...
Hunter Dickerson 9 months ago in PS Web App & Platform / Field Management / Settings & Administration 7

Add the ability for Admins to change a users company.

The Admin cannot change a users company. In one case the same company was created with 2 different names and half the users were added to one and the other half to the other. Currently there is no way to correct or merge the company information fo...
Trimble ProX Team over 4 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Add a user or project setting for e-mail record attachement default setting.

Clients have preferences on how attachments are included in emails. Some want links, others want them embedded in the report, or just attached to the email. This should be a default setting in the project or portfolio. Please add as a setting so a...
Guest almost 4 years ago in PS Web App & Platform / Settings & Administration 0

Ability to control dates by business days

All the dates for Due dates etc need the ability to control dates not just by "Calendar Days, but "Business Days" to account for weekends, holidays etc. When we set a default due date to be 10 days for submittals, it's really 10 business days, mea...
Guest almost 5 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Default Organizational Vieww

Ability for the Admin to create default/standard views for the organization. This will make it easier to train internal users and ensure employees are all viewing information similarly.
Ricci Stevens over 4 years ago in PS Web App & Platform / Settings & Administration 0

Expiration Date for Outside Users

Ability to set an expiration date on outside entities access projects (Trades, Design, etc.)
Ricci Stevens over 4 years ago in PS Web App & Platform / Settings & Administration 0

Allow Portfolio Administrators to view a users history / audit log

This could be useful for auditing a user's access and how they obtained it, and ensure proper procedures or requests were made if a company requires them. There should also be an audit log to see who made changes to Portfolio / Project Settings an...
Peter Baez over 2 years ago in PS Web App & Platform / Settings & Administration 0

Need a dark mode

I would be nice to be able to set the application to dark mode for those users who have their computer theme set to the same.
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0

Client branding in ProjectSight

Client Branding - Should be able to brand the system and show client logo on all screens, Client requesting to see their name on the screen top left, Trimble top right
Guest about 5 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Ability to change the default for the Include As in Emailed Reports

In ProjectSight when you select a report to email and there are files attached it currently defaults to include AS – LINK. You have the option to use the drop down and change from LINK to ATTACHMENT or EMBED IN REPORT. Would like the ability to be...
Jessica Ream about 2 years ago in PS Web App & Platform / Settings & Administration 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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