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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Submittal Cover Sheet Report

Add the ability to edit or sign off on a report prior to printing it out/sending it out. Currently, if you print a report and edit it you have to re-upload it to the record and then send it out.
Henrick Malpica 6 months ago in PS Web App & Platform / Reports 0

Add Layered Markup Functionality to Drawings

Added ability to put markups on "layers" other than Public and Private will allow mark ups to be added for different purposes. For example, an "Installed" layer would allow us to highlight the drawings showing what was installed in the field and b...
Guest over 4 years ago in PS Web App & Platform / Drawings 0 Future consideration

Filter Closed vs Open Submittal Packages

We use Submittal Packages. Currently you can filter by status, and to filter for open submittal packages we need to select multiple statuses to see what's open. The options we have are Pending Trade Submission, In CM Review, Submitted to Architect...
Ellen Shirreffs 3 months ago in PS Web App & Platform / Document Control 0

Ad-Hoc Reporting to Include Status Colors in Report

Currently Ad-Hoc reports will show the status column in the reports but does not show the color associated with that status. Visually, it's easier to distinguish statuses in the summary reports when you can also see the colors.
Amanda Newsom 5 months ago in PS Web App & Platform / Reports 0

Prompt/Allow User to Complete Profile Setup on Mobile

It's pretty common for field users working for us or for subcontractors to only use a tablet or phone, and ProjectSight Mobile. For these users, our invitation is often the first time they're using ProjectSight, and if they haven't completed their...
Brendan Radich 11 months ago in PS Mobile Apps / User Experience 0 Future consideration

Please Add more Fields to the ERP Vista AP and AR Customer integrations

Each Customer and Vendor added into ProjectSight from Vista are left with a blank company type. Would be a very simply modification to tag each AP Vendor as Vendor Type and AR Customer as Customer type. As of now, I have to export all the blanks, ...
Mercedes Green 10 months ago in PS Web App & Platform / Companies & Contacts 1

Insurance expiration notifications

Providing a widget that can be toggled to send email notifications that insurance is expiring/expired.
Guest about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Overdue Item

The Dashboard allows you to include widgets that indicate items that are over due. It would be helpful to be able to run a report from that widget to show all overdue items.
Guest over 1 year ago in PS Web App & Platform / Reports 0

Select multiple companies for Record Sharing Access

Problem: Currently, in Record Settings, there is a sharing option to control if the Portfolio owner company can see all records, and other companies only see what they are assigned to, or share all records with all companies. This causes issues wh...
Guest almost 3 years ago in PS Web App & Platform / Security Roles 1 Likely to implement

Summary of Changes Email

We would like to see a feature that provides a summary report of all changes across a project on ProjectSight. This summary would list each record (grouped by record type) that was modified in any way, and give a brief summary of the changes such ...
Brendan Radich 8 months ago in PS Web App & Platform / Notifications 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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