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 92
169 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 over 1 year ago in PS Web App & Platform / Field Management / Settings & Administration 10

Copy Team Members from Another Project

We sometimes have projects that are very similar to others, not only using our same employees but lots of the same subcontractors and architects. It would be great if you could copy the list from another project and trim the ones you don't need ra...
Eric Elfner 28 days ago in PS Web App & Platform / Settings & Administration 1

Better Search to Add New Team Members by Company

We were excited for the new Team Members experience released in Fall 2024. It is better, but we were hoping it would make it easier to add existing ProjectSight users to a project. Unfortunately, it only lets you search for the user's e-mail. It w...
Eric Elfner 28 days ago in PS Web App & Platform / Settings & Administration 0

Add ability to remove yourself from Team Members.

Add ability to remove yourself from Team Members. Currently you can only remove others from a project.
William Atchison 7 days ago in PS Web App & Platform / Settings & Administration 0

Please Remove "Create Free Account" for paid licensed users at our company

It appears any of our paid licensed users at our company can create their own free versions of ProjectSight using our domain email logins. They can also check a box that says they are "authorized to represent xxxx company." That should never be al...
Mercedes Green about 2 months ago in PS Web App & Platform / Settings & Administration 1

Jobs / Projects should be able to marked as inactive.

Projects should be able to be marked as inactive for housekeeping reasons. We potentially add about 150 jobs per year to your list. Over the course of just 5 years the list of jobs showing up in our fields ipads to search and scroll through could ...
Robert Brown 8 days ago in PS Web App & Platform / Settings & Administration 0

ProjectSight Audit Reporting

In the portfolio settings under Administration, the "Companies" and "Users" are greyed out. We would like to be able to run audit reports on our users. We would like to be able to see what jobs they are assigned to, what modules the user has used ...
Melissa Moore 8 months ago in PS Web App & Platform / Settings & Administration 1

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 about 5 years ago in PS Web App & Platform / Settings & Administration 0 Planned

Custom Fields By Company

We have 2 companies. We would like to add custom fields that would be different for each company. For instance, we could track production on the Daily Reports. Everyone would have all the activities for both companies. We could do it with separate...
Nancy Burriss about 2 months ago in PS Web App & Platform / Settings & Administration 0

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 over 4 years 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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