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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Users should be able to edit their Title, Phone Number, etc..

Right now a Portfolio Admin has to update individual users information, it would be great if users could maintain their own information.
Benjamin Crosby over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Need security option for Settings. Specifically the ability to uncheck/unlock Portfolio Inherited settings in a project.

The client needs the ability to secure the Portfolio inherited checkbox in Project Settings. They need to have some Security Roles have access part of the Settings (companies, contacts, etc), but they do not want these same roles to be able to unc...
William Atchison over 1 year ago in PS Web App & Platform / Settings & Administration 0 Planned

Marry Existing Portfolio Settings

ProjectSight gives the ability to duplicate a portfolio from a template to copy settings but does not give the user to mass edit settings within a portfolio that is currently underway. This would be useful for larger projects that have a dynamic l...
Nick Weilemann 5 months ago in PS Web App & Platform / Settings & Administration 0

Copy email addresses

As currently designed, it is not possible to highlight and copy, or right click and copy, email addresses from ProjectSight to paste into web email apps or other documents. The link copied when using a right click is not a conformed email address....
Jeremy Sibert 5 months ago in PS Web App & Platform / Companies & Contacts 0

Need Tendering Module to track bids that can then create contracts after awarded

ProCore has a Tenders module that allows us to send out Tenders, link drawings and specs, create schedules and tender forms, award then create Subcontracts to the awarded Trade. We either have to use a third party application, combo of Excel/Outlo...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Create a Checklist template through the ProjectSight API

Quality controllers we work with prescribe checklists in their own checking tool. We want to perform our QA/QC rounds with ProjectSight, so we want to sync these checklists to ProjectSight. But there is no API endpoint for this. Please consider pr...
Patrick Schemkes 9 months ago in PS Web App & Platform / API 1

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

Allow option for checklist dropdowns to be data driven from lookup lists

There will be checklists that will utilize the same drop information i.e. open projects or equipment lists, etc.. If these common lists can be maintained or dynamically generated based on a query that would reduce having to constantly manage lists...
Bill Fadok 3 months ago in PS Web App & Platform / Field Management 0

Have checklist item show based on answer from previous field

There are situations where a yes answer to a specific question would yield one or more additional questions for further clarification. Rather than have the secondary questions always visible and making the checklist more extensive they would be hi...
Bill Fadok 3 months 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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