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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Workflow

Showing 25

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

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

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

Restricted Status Should have a Read Only Option

We are implementing the new restricted statuses for Submittals. Restricted Statuses can be assigned to a role as Edit or Comment Only. We would like an additional option for Read Only so that when they get to a certain point, they can only be seen...
Eric Elfner 5 months ago in PS Web App & Platform / Workflow 0

Need ability to restrict workflow status at project level

Currently, anyone can update a project to "Closed" but need ability to restrict this to Admins, similar to how other workflows allow restrictions.
Guest 5 months ago in PS Web App & Platform / Workflow 0

Autocancel Scheduled Reports with Change of Project Status

Currently if you change a projects status to closed and the user does not cancel the scheduled reporting for that project it will continue to print. With the change of projects workflow to closed, or whichever the user deems as acceptable, allowin...
Nick Weilemann 11 months ago in PS Web App & Platform / Workflow 0

Closeout

Is there any way Trimble can adjust their settings so that when a project status is moved from Construction to Closeout, that weather stops tracking if it has been set up to automatically record? Reason being that daily reports are still getting c...
Denise Mark about 1 year ago in PS Web App & Platform / Workflow 1

Display Document Title in Web Tab

When working with multiple drawing tabs open in Chrome, each tab says "Drawing-Project Name". If the Drawing Number was displayed first in the Tab it would be much easier to navigate through open tabs. Same with RFI Numbers.
Guest over 1 year ago in PS Web App & Platform / Workflow 0

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

Record Locking Conditions based on Security Groups on each Form

Allow for record locking based on certain Security Groups membership, rather than for all Security Groups, on a form by form basis. For example, it would be preferred that when an RFI is closed, the Closed status locks the records for certain Secu...
Julie Adler over 2 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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