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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Showing 2122

Email History

Currently the history tab only shows that a report was emailed from the record. Please add subject and body of the email as well as recipients for documentation purposes.
Michael Handlmaier about 3 years ago in PS Web App & Platform / Performance 1

Uploaded files from a record should only be visible to users with access to the record in the File Library.

Enhancement description: Uploaded files from a record should only be visible to users with access to the record in the File Library. Users should not be able to see other files in the file library unless their company is linked to the record. What...
Guest over 5 years ago in PS Web App & Platform / File Library 0 Likely to implement

Add Word Merge to ProjectSight reporting features.

Enhancement description: Add Word Merge to ProjectSight reporting features. What is the customer trying to accomplish? Word Merge How is the lack of functionality affecting their business? Has to create emails and Word documents manually for email...
Guest over 5 years ago in PS Web App & Platform / Reports 3 Future consideration

Bookmarks & Recent History

Normally when looking at a drawing set, you are looking at a plan and bouncing back and forth between several details. When we follow a detail callout to another page a "back" button or a list of the 3 or 5 most recent sheets would be nice, so we ...
Alyssa Schorer about 2 months ago in PS Web App & Platform / Drawings 0

Colour Changing Options for the Portfolios and Projects

It would be great to be able to match the company colours on the portfolio screen as well as on the project screen. This would help customize it. At present everything defaults to blue.
Karen Timbers about 2 months ago in PS Web App & Platform / Views 0

Download Files from File Library

Need the ability to select a top level folder and download all files in that folder and any sub-folders under that folder so one doesn't have to open each individual folder, select all of the files and download; then go to the next folder and repe...
Dwain Wood over 4 years ago in PS Web App & Platform / File Library 1

Add a user or project setting for e-mail record attachement default setting.

Clients have preferences on how attachments are included in emails. Some want links, others want them embedded in the report, or just attached to the email. This should be a default setting in the project or portfolio. Please add as a setting so a...
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0

Custom Line Views (All Modules with Child Records)

Ability to move columns around in the grid for any module with child record levels and save the desired order.
Hunter Dickerson about 2 years ago in PS Web App & Platform / Views 2

Project-Specific Crew Setup

When adding Crews to ProjectSight, give the user the ability to assign the Crew to a project (similar to Contacts). In the Daily Reports module, only show Crews that are assigned to the project.
David Olivet almost 4 years ago in PS Web App & Platform / Companies & Contacts 2

Bold Subtotal Amounts in Budget Screen When Using Group By

When we Group By other parts of our Budget Code, the subtotals are not bold so visually makes it hard to distinguish. Please Bold the word Total and all the subtotal amounts.
Mercedes Green 3 months ago in PS Web App & Platform / Budget & Cost 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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