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.

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Showing 2279 of 2279

add company/contact to custom fields

A lot of data fields can already be added as custom field to the records. It would be helpful if company and contact lookups could be added as well.
Michael Handlmaier over 4 years ago in PS Web App & Platform / Custom Fields 0

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 11 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 11 months ago in PS Web App & Platform / Portfolios 0

More formatting options

it would be nice to have a way in the portfolio settings to format all of the checklists to either all capital letters, no caps, or first letter in each word capitalized.
Guest almost 3 years ago in PS Web App & Platform / Field Management 0

Sort Distribution List by Company

Be able to sort the distribution list by company so you can make sure everyone is on the list. Having to just scroll through the people you have already added leaves a lot of room for error.
Guest over 4 years ago in PS Web App & Platform 0 Future consideration

More information on the Dashboard Reminder

The Action Items just show Action Item 001 which doesn't allow you to know what it is about without fully opening the item. Adding the Subject or Type would help better manage someof the items.
Ricci Stevens over 4 years ago in PS Web App & Platform / Views 0

Limit User from creating their own portfolios

We need the ability to limit users from accidentally creating new portfolios. We recent had a subcontractor create a portfolio after being invited to the site. It doesn't appear to be an option in the Security roles.
Guest over 4 years ago in PS Web App & Platform / Security Roles 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 11 months ago in PS Web App & Platform / Document Control 0

Add Ability to Refresh General Invoice Line Items from Purchase Orders

Currently, if you delete a line item from a General Invoice that is linked to a Purchase Order, there is no way to add it back in without deleting and recreating the record. The ability to add PO line items back into an invoice via the 'Add' butto...
Ricci Stevens almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Quick Access Dashboard

When I want to switch from RFIs to Submittals or Drawings, I have to go all the way back to the Dashboard. There should be a dropdown menu or quick access to other items without having to revisit the main dashboard every time.
Guest almost 3 years ago in PS Web App & Platform / Project Home Page 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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