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 of 1982

Add the import/export option to the Project Settings>Users as you have in Portfolio Settings.

If a client wants to setup a user to import users they have to use Portfolio Settings > Users. This forces the client to provide that user with the ability to create a Portfolio Administrator. This is not the case when assigning that user to th...
William Atchison 8 days ago in PS Web App & Platform / Settings & Administration 0

In Portfolio Settings, Users, Allow us to search projects by Sequence * . That is where Vista syncs our Job Number.

When we are assigning a user to project(s) we can only search by project name. When they are synced from Vista, Job Number syncs to the Sequence * field for the project. The search bar in Users above projects should search in both Name and Sequenc...
Eric Elfner 15 days ago in PS Web App & Platform / Settings & Administration 0

Further languages

Other languages should be available such as German, Czech, Slovenian, Croatian, Italian
Guest about 2 months ago in PS Web App & Platform / Settings & Administration 0

We would like the ability to add a group of users to a project/project template instead of just adding users individually.

We have a group of users that need to be able to access any project as a PM and backup the actual PM on the project in his/her absence. This group does not have Portfolio access. We would like to add this group to project teams. We also need to be...
Guest 3 months ago in PS Web App & Platform / Settings & Administration 0

Project Settings / Security Groups

We would like the ability to set a security group to be able to access the project settings to create/manage users but not have access to the record settings. I believe this can be accomplished by adding a checkbox option labeled Record Settings i...
Jessica Ream 3 months ago in PS Web App & Platform / Settings & Administration 0

Share settings do not allow a company to restrict records from the main project company.

This item was originally submitted as a defect with PS-46323. The problem is regarding how the share settings work under Project Settings>Record Settings> Any form>General>Share settings>Project Company Checkbox. If a client uncheck...
William Atchison 3 months ago in PS Web App & Platform / Settings & Administration 0

Ability to limit feature access in portfolio settings.

Ability to limit feature access in portfolio settings. Currently, you can limit access to Manage Roles, Manage Users and Spec Sections. There is not a way to prevent users from accessing Report Settings,Record Settings,Budget & Cost Management...
Trimble ProX Team 3 months ago in PS Web App & Platform / Settings & Administration 0

Need Option to Hide All Records Unless Participating In It

Currently our users create all records but not all users in our company (i.e. the company assigned to the project) should see all records. The Sharing Option works for external users well so if it's set to "Share with Companies Participating in th...
Mercedes Green 4 months ago in PS Web App & Platform / Settings & Administration 0

Unlock Cost Period

When viewing the cost period in ProjectSight via the project settings it automatically sorts from oldest to newest. Add the ability for a user to lock a sorting sequence for fields within the program.
Nick Weilemann 5 months ago in PS Web App & Platform / Settings & Administration 0

Marry Existing Portfolio Settings

ProjectSight gives the ability to duplicate a portfolio from a template to copy settings but does not give the user to mass edit settings within a portfolio that is currently underway. This would be useful for larger projects that have a dynamic l...
Nick Weilemann 5 months ago in PS Web App & Platform / Settings & Administration 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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