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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Showing 2228

Provide an Admin option that just allows for administering Users without access to all the other Portfolio settings.

Client's want the ability to just have a User Admin without the permission to change other settings in the Portfolio. This has negatively impacted a Portfolio previously.
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Add a Summary Daily Report that shows total manhours per month or selected time frame

a combined daily report, so they can show total man hours per month, or per whatevertime frame they select, for the purpose of their monthly payment requisitions to owners. They don't put in requisitions by the day,so someone on their end will hav...
Guest over 5 years ago in PS Web App & Platform / Daily Reports 0 Future consideration

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 over 4 years ago in PS Web App & Platform / Workflow 0

Default Tool Preferences by User

It would be nice if the tools in the PDF Viewer could have defaults set up by user that would carry over from one document to another. For example: setting the Text Box border, opacity, font size/color, etc. to a default of the useres choice.
Guest over 4 years ago in PS Web App & Platform / File Library 0

Project Archiving for project close out

We need a tool that is similar to the Proliance where we can archive entire project for close out. This will include all the metadata and files associated with the record/document. Suggestions would be to write the data in excel or word, and store...
Guest about 5 years ago in PS Web App & Platform / Import/Export 0

Enable a field to have a default value of another field

We at times need a standard or custom field to default to a value of another field on the same record. For example, we created a Contract Amount field and want it to always default to the Applied Amount (Bdgt) amount. So similar to how you can set...
Mercedes Green about 1 year ago in PS Web App & Platform / Portfolios 0

Please add an option to send a notification to the project. This is not available directly.

An easy way to notify all the members of the project at once. This option could be under the team page. You need to be able to modify the title and description of the email sent.
William Atchison about 3 years ago in PS Web App & Platform / Notifications 0

Better Organization Hierarchy for Transmittals

It's difficult for users from different teams to navigate in the sea of thousands of transmittals. Allow to create multiple sub folders in "Transmittals and Correspondence" so the letters could be organized by teams or projects. For instance, inco...
Mizzu Cho about 1 year ago in PS Web App & Platform / Document Control 0

Able to Track Correspondences by Conversations

Instead of having to make a post for each correspondence and having to swim in the pile of 100000 letters, allow to attach files to items under the transmittals page as it is in "Meeting Minutes" pages. That way, we would only have to log the firs...
Mizzu Cho about 1 year ago in PS Web App & Platform / Document Control 0

Workflow for Multi-level RFI and Submittal Approvals

Currently, there is only one set of Created Date and Date Returned fields. However, on projects where we need both the design team and owner approvals, there is no way to track the second step. We've been customizing other fields to show dates sub...
Guest over 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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