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.

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Settings & Administration

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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 14 days ago in PS Web App & Platform / Settings & Administration 1
164 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

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 7 months ago in PS Web App & Platform / Settings & Administration 1

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 12 days ago in PS Web App & Platform / Settings & Administration 0

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

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 11 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

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 about 3 years ago in PS Web App & Platform / Settings & Administration 1

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 8 months ago in PS Web App & Platform / Settings & Administration 0

Need security option for Settings. Specifically the ability to uncheck/unlock Portfolio Inherited settings in a project.

The client needs the ability to secure the Portfolio inherited checkbox in Project Settings. They need to have some Security Roles have access part of the Settings (companies, contacts, etc), but they do not want these same roles to be able to unc...
William Atchison about 2 years ago in PS Web App & Platform / Settings & Administration 0 Planned

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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