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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Dashboard Widget - Customize by security role

Please allow for the ability to create customized dashboard widget views for security roles. Similar to how you can share a view of a security role if needed.
Henrick Malpica 5 months ago in PS Web App & Platform / Project Home Page / Dashboard 0

Add a PCO filter that filters all PCOs coded to a certain budget code.

There is currently no way to filter PCOs by budget code. A filter would be nice to see all PCOs that are coded to a particular budget code. If a user wanted to run a report for all PCOs being attributed to "Trade Partner X" they could filter the P...
Guest almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Checklist - if item is "Atten Required" prompt user to create an Non Conformance or Quality issue.

We would like more accountability on the checklist items, so a prompt to create a Issue, Non Conformance, Quality item would help create records for higher accountability.
Benjamin Crosby about 4 years ago in PS Web App & Platform / Forms 1

Please Disable Create New Company from Committments Modules

We are integrated with Vista and even for those not, not all users should be able to create new Vendors (To Company or From Company on Contracts and Purchase Orders). Most users need to create new companies for everything else (new Employees, new ...
Mercedes Green 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Multi-project approach

For many off us who have more than 20 projects at the same time (by the way all subcontractors and trades) the need to a Portfolio dashboard is essential to the everyday work. We need to see on one page all off: Assigned to me, new RFIs, new Punch...
Guest about 3 years ago in PS Web App & Platform / Portfolios 1

File Library Security not in sync with security roles

Currently the file library does not honor security settings from the users security roles. We have a security role for outside consultants that does not allow access to Budget and Cost Management. The same security role allows access to the file l...
Michael Handlmaier about 4 years ago in PS Web App & Platform / Security Roles 0

Set Default Views at Portfolio Level

It would be beneficial to be able to adjust the default view portfolio-wide, especially on RFI list view, as a starting point for users. This would promote better efficiency from the onset and allow the list view to function as a dashboard.
Guest about 5 years ago in PS Web App & Platform / Custom Fields 1 Future consideration

Filter Drawings by Location

It would be nice to have one of the filters on the drawings be location. When looking at a specific area of a building, it would be nice to set the location and have the floor plan, roof plan, MEP, etc. plans all right there instead of having to k...
Linnea Lavorico about 2 months ago in PS Web App & Platform / Drawings 0

Checklist Template choices, in Security Role Settings

When you dive into the portfolio security role settings, you can easily decide if a security role has access to checklists and what they should be able to do with those checklists. However, there is not an ability to select which checklists a secu...
Jeremy Block about 2 months ago in PS Web App & Platform / Portfolios 0

Share settings do not allow a company to restrict records from the main project company.

This item was originally submitted as a defect with PS-46323. The problem is regarding how the share settings work under Project Settings>Record Settings> Any form>General>Share settings>Project Company Checkbox. If a client uncheck...
William Atchison 4 months ago in PS Web App & Platform / Settings & Administration 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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