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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Workflow

Showing 25 of 1982

Workflow Designer

Ability to create process workflows (Portfolio level with copy options and project designation) Ability to create rules and conditionals Routing to users/roles Automated Tasks Automated Report Creation Secondary Process Kick-Off Sections for each ...
Jane Shulzhenko almost 4 years ago in PS Web App & Platform / Workflow 1 Likely to implement

Allow the ability for others to see draft copies of records

currently:Only the user who created the record in Draft status can change it to a non-Draft status. Records in Draft Status can only be viewed by the user that created them, and records in a non-draft status cannot be changed back to Draft. If you...
Trimble ProX Team almost 5 years ago in PS Web App & Platform / Workflow 1 Future consideration

Add Default Role to Courtesy Copies

Ability to add a default User/Role to Courtesy Copies in addition to Assignment. Owners Reps often want to be copied on all RFIs, being able to set this in the workflow when assigning the default assignee would be beneficial.
Ricci Stevens over 4 years ago in PS Web App & Platform / Workflow 1

Submittal workflow

The submittal module in its current configuration is difficult to navigate when it come to the workflow of a submittal. There needs to be clear roles that can be assigned to "submitters, reviewers & approvers" just like Viewpoint Team. Please ...
Jeremy Hairrell about 1 month ago in PS Web App & Platform / Workflow 1

Download multiple pages as single PDF, without report.

Currently, when multiple pages are downloaded, each page is a separate pdf and each has it's own cover page. This creates an incredible amount of work on the user end when downloading large packages. Please create a function where multiple pages c...
Guest almost 5 years ago in PS Web App & Platform / Workflow 0

Allow PA to mass unlock records in all cost modules

Right now, records lock based on workflow. If user needs to make a universal update or change information, PA needs to go into each individual record and unlock and save for the changes to be made. Give the PA power to select multiple records in C...
Katy Rodina 3 months ago in PS Web App & Platform / Workflow 1

Power Automate Connectors & Triggers

We use microsoft planner for internal task tracking. It would be great to be able to use power automate triggers to setup tasks automatically. such as setting up a follow up task for onboarding when a commitment is finalized.
Michael Handlmaier almost 4 years ago in PS Web App & Platform / Workflow 0

copy new project from an existing open project

Due to the fact there is not a true integration for job information (job number, job address, start & finish date, contact information, etc.) it would be nice to be able to use a existing project as a template and copy information to a new job...
Guest about 2 months ago in PS Web App & Platform / Workflow 1

Record Lock Settings

Workflow unlock feature only affects records as they are moving into that state, not records already in that state. This means that any records created using the portfolio settings will continue to be locked. All new records created after workflow...
Michael Handlmaier about 2 years ago in PS Web App & Platform / Workflow 0

Kick off/trigger another record based on an answer from another record/checklist answer

Use Case: User fills out a Safety Checklist. One of the answers on the Checklist is "Attn Req'd"/"No". Based on that answer, there is a need to fill out anther checklist or start a "Safety Notice" record. It would be helpful to kick it off automat...
Jane Shulzhenko almost 3 years ago in PS Web App & Platform / Workflow 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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