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 2235

Option to Remove linked records from Meeting Minutes

When creating a new meeting from a previous session, if you click "remove" on a linked record tied to the meeting chain, then click save, the link remains on the record. The project would like to option to remove old linked files in order to not c...
Guest over 3 years ago in PS Web App & Platform / Document Control 0

Ability to select non-project contacts in import templates

Currently in import templates such as the Purchase Orders, users can select From Company and To Company from the full list of non-project companies but you cannot select the To or From Contact from the full list of non-project contacts associated ...
Hunter Dickerson over 3 years ago in PS Web App & Platform / Import/Export 0

Record files added via link rather than an upload should display their File Library location in properties.

Currently a file linked or uploaded to a record shows in the history tab of the record as, "ADDED FILE LINK" in the transaction text. In addition the File library folder for the record will not include the file linked. This confuses the user and l...
William Atchison over 3 years ago in PS Web App & Platform / File Library 0

When users are blocked in Projectsight email. The notifications indicate that notifications are sent out successfully.

There are a lot of ways to address this. At times clients are not aware of their internal status with their email server or just simply getting the emails spammed. It would be nice to have some sort of indication especially of an email is currentl...
William Atchison over 3 years ago in PS Web App & Platform / Notifications 0

Module Security Should Flow To Widgets - If amount fields are hidden they should not show on widget to user

We hide financial data on PCOs to our trades as we use the PCOs for sending RFQs. We hide the Estimated, Proposed, Approved amounts so that they are sending quotes without seeing our estimates. If that Trade adds the widget for PCOs, they see the ...
Mercedes Green about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add Reassign Option when Removing Users with Existing Records Assigned

With Viewpoint Team (TC One) if we remove a user from a project that has existing open transactions (assigned records that are still open), it will let the user know and give the admin the option to choose another user to reassign those records to...
Mercedes Green about 1 year ago in PS Web App & Platform / Portfolios 0

Waterfalling Signatures

Allow a Waterfalling Signature option as a checklist option as a check list line. This would allow us to make checklists that have a single signature check list line that can automatically create an additional signature field while filling out the...
Matthew Votoupal about 1 year ago in PS Web App & Platform / Field Management 0

Alert Notification if Contact Email hasn’t been Entered

Request for an automated alert notification when sending reports, assignments, action items, etc. from ProjectSight to contacts that do not have an email address created/entered within the system. Currently, the report, assignment, etc. would cont...
Guest over 3 years ago in PS Web App & Platform / Notifications 0

Ability to update multiple Drawing hyperlinks at once

Ability for our users to be able to select multiple items on drawings at once and be able to modify the hyperlink assigned to all selections at once.
Rick Parker over 3 years ago in PS Web App & Platform / Drawings 0

Punch Items Copy needs to copy over the description which is actually contained in the comments with copy.

With the Punch Items the description is contained in a comment. Typically the Copy feature does not copy over comments to a new record. This make Punch Item data entry much less efficient than it should be. Clients want to be able to edit the desc...
William Atchison about 2 years ago in PS Web App & Platform / Field Management 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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