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 2009

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

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

Allow the ability for others to see draft copies of records

currently:Only the user who created the record in Draft status can change it to a non-Draft status. Records in Draft Status can only be viewed by the user that created them, and records in a non-draft status cannot be changed back to Draft. If you...
Trimble ProX Team almost 5 years ago in PS Web App & Platform / Workflow 1 Future consideration

SCO Numbering By Contract

SCO's should be numbered automatically by contract and not cumulatively. Makes no sense that the first SCO for a sub would be SCO 004 and not SCO 001 for that sub. I understand that you can turn off auto numbering, but this should be the default f...
Luke Hagler about 3 years ago in PS Web App & Platform / Budget & Cost Management 1

Allow Customers to Create Custom XSDs

Within Vista, we have the ability to create our own SQL Joins and Stored Procedures so I can get any data for any report in any format I need. Within ProjectSight it's extremely limited. As a customer, we should be able to create these datasets as...
Mercedes Green almost 1 year ago in PS Web App & Platform / Reports 0

Submittal Auto Upload

When uploading a Specification manual, ProjectSight automatically recognizes the required submittals by searching through the text of the Specifications and creates a submittal registry similar to PYPE
Henrick Malpica 7 months ago in PS Web App & Platform / Specifications 0

Submittal Cover Sheet Report

Add the ability to edit or sign off on a report prior to printing it out/sending it out. Currently, if you print a report and edit it you have to re-upload it to the record and then send it out.
Henrick Malpica 7 months ago in PS Web App & Platform / Reports 0

Export Photos in groups by date or timeline

Would be nice to be able to export photos into a pdf say 4 per page 8-1/2x11 with whatever description and time date stamp is used at the time.
Jack Bowen 5 months ago in PS Web App & Platform / Photo Management 0 Likely to implement

Project Photo Auto Generation

Can a photo of the job number automatically generate based on the project number. An example is shown in the attached screenshot.
Henrick Malpica over 1 year ago in PS Web App & Platform / Project Home Page / Dashboard 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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