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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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

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

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 12 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

Checklist Assignments to show up on Dashboard

Currently the Checklist Assignments do not show up on Dashboard "Items Assigned to Me". They only show up in "Items Assigned to My Company" From related idea: Currently when you input a checklist approver the do not get a notification, nor does it...
Preston Clowney about 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1 Likely to implement

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

Ability to Customize PS Invitation Email to External Users

Give us the ability to modify the standard text of emails being sent from the system to our clients? For instance, when we add a User to the system and they need to set up a user name and profile we would like that email to be modified slightly. W...
Jeff Miller about 1 year ago in PS Web App & Platform / Notifications 0

Cloud with Comment for Linking files

Can you add a comment box to the link file option so we can add what the item is? Example PCO 2-001/Bulletin 1
Guest almost 2 years ago in PS Web App & Platform / Links 0

Please only link 1 drawing when first creating record then adding record link to that drawing added

This is causing quite confusion as it looks like there are 2 different drawings and revisions added when you first create the record (RFI, Submittal, Punch), then open the drawing and link the new record to it. When you open the record there are 2...
Mercedes Green about 2 months ago in PS Web App & Platform / Document Control 0

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

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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