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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Tag “@” a user in replying to submittals, RFIs, etc.

Would be beneficial to tag a user in a comment, etc.
Jackie Allen 11 days ago in PS Web App & Platform / Comments 0

Allow Scheduled ad hoc reports to be emailed to another user

By allowing these reports to be emailed to other users allows us to NOT give those users access to the records and just get the reports. We'd also like an Excel option vs pdf.
Mercedes Green 3 days ago in PS Web App & Platform / Reports 0
123 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 9 months ago in PS Web App & Platform / Field Management / Settings & Administration 7

Create Record from Checklist

When working in Checklists on the mobile app we would like to be able to create a record from the checklist item. Typically it would be an Action Item or Notice to Comply item. This is available on the web version but not on the Mobile app.
Guest about 2 months ago in PS Mobile Apps / Checklist 0 Future consideration

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

Label for linked file in the drawing module

When you add a link to the File Library from the drawings module, there is no defining text or label that the markup is linked to a file in the file library. Request for a label such as "File Linked".
Trimble ProX Team 30 days ago in PS Web App & Platform / Drawings 1

Create a FORMS module in ProjectSight

Project Sight needs a FORMS module, that allows admins to upload company template forms, by embedding writable PDF files that can be filled out as individual records. This process can be completed currently in ViewPoint Teams and needs to be inclu...
Jeremy Block 5 months ago in PS Web App & Platform / Document Control / Field Management 2

Scheduled Auto Email Reports Across Portfolio

Currently, you can print a report for various Document Control items (Action Items, RFIs, Issues) that spans every project in a portfolio. It would be very helpful for this to be a scheduled auto report like with individual projects.
Tim Libman about 2 months ago in PS Web App & Platform / Reports 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

Include a file library that can be accessed by the field crew on the mobile app, so the office can share any document they want with the field without having to track it like you do submittals, rfi’s etc. like if I want the field crew to see a quick sketch or a 5 week look ahead or anything else that doesn’t need to be a permanent project record, it would really make things a lot easier on our end.

a basic share file without any requirements or tracking. Want to share things with the field crew on the field app whiteout using the project documents as that tracked everything and assigns revisions etc.
Guest 4 days ago in PS Mobile Apps / File Library 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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