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Please Add Payment Terms to Companies and Pull Terms from Company on Commitments

Payment Terms for Vendors are determined by accounting (in our case they are setup in Vista). These payment terms need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ...
Mercedes Green over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Project Administration - Better Break Down

Need the ability to better assign and control Project Level Administration. Specifically, we want to give users access to manipulate the following items without the ability to control Record Level Permissions. * Distribution Lists* Locations* Chec...
Ricci Stevens about 3 years ago in PS Web App & Platform / Settings & Administration 1

Add ability to have a drawing reference on side text (like the callout number) be picked up in scan, and hyperlinked to the referenced drawing.

For example, if there is text in a side note, like "extinguisher plans are on A6.01", then the A6.01 should link to a drawing with the same number if the drawing exists.
Trimble ProX Team over 4 years ago in PS Web App & Platform / Drawings 0

Ability to open "Closed" Records

When a record is "closed" it cannot be opened again. The ability to open a closed record to edit should be allowed for a variety of reasons.
Beth Ragain over 1 year ago in PS Web App & Platform / Project Home Page / Dashboard 0

Speed up ability to load and edit drawings by providing an option to download the drawing.

Would be good to be able to work faster in a drawing by allowing it to be synced to your local computer, much like on the mobile apps.
Trimble ProX Team over 4 years ago in PS Web App & Platform / Drawings 0

Exported General Invoices sheet > Items sheet move the Subtotal line to the right along with the other blue columns

With the Subtotal line moved over it would be easier to copy and paste data into the General Invoices > Items Sheet
Kiet Lam over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Modify UDFs at Project Summary Screen

If the user has UDF at the project summary screen the only way to currently edit it is to go into the project and edit it from that particular field. Solution 1: Allow the user to click into the udf at the summary screen and update it from that sc...
Nick Weilemann over 1 year ago in PS Web App & Platform / Batch Edit 0

Default View Shows All Records Instead of Default Filters

When opening any view (will become biggest issue in Checklists and Invoices) all the statuses and filters are toggled off, yet the Default View lists all items. When you are working with record counts in the thousands, this is going to start causi...
Mercedes Green over 1 year ago in PS Web App & Platform / Views 0

Have a Query Manager feature to perform queries like count of total number of records for any document type within a project ( ie. total count of Submittal Packages, total count of RFIs, etc )

No description provided
Guest over 4 years ago in PS Web App & Platform / API 0

Punch Item - Item Downloading File Naming

When downloading Punch Items as individual records, to be able to choose what fields/attributes are used for naming of the downloaded/printed PDF files. Currently it names with the Punch Item + Description. If somebody gets wordy in their descript...
Eric Bogenschutz over 1 year 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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