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 2127

Record Locking Functions - Security Settings

In ProjectSight, when a module has record locking on (like when closed) you can also change the security group to in settings for that security group to be able to unlock locked records. However, this allows them to unlock records in all modules, ...
Jessica Ream 8 months ago in PS Web App & Platform / Security Roles 0

Submittals and Submittal Package Closed Date

In the Submittals and Submittals package there is a closed button for the record, but no associated closed date that auto populates based on the actual date the record was closed similar to the Due Date. It would be nice to have this field added t...
DeAnn Westbrook over 1 year ago in PS Web App & Platform / Document Control 1

Allow printing capability to filter individual Contractors in the Daily Reports for a specific date.

Two situations have occurred, where a Individual Contractor's Daily Report for a specific date needed to be printed. The only way in which was found, was to print the specific date needed, which printed ALL Contractor's Daily Reports for that date.
Guest over 1 year ago in PS Web App & Platform / Daily Reports 0

Allow Export/Import in Contract Invoice

Export/Import is currently not available for Contract Invoices. This function would be helpful for 2 reasons: There are several custom fields used in CI that need to be updated on a regular basis for multiple records. Right now, you have to go int...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Multi-Select Reports

There are several workflows that require us to print multiple reports for one record. We then need to download them separately and combine them in Adobe. If we could have an option in the print screen to select multiple reports (custom or not) at ...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Register of all notifications (email's) that have occurred on a project

I observed in another collaboration platform a feature that presents in a grid all notifications (emails) that have occurred on a project regardless of where they were initiated from. I could see this being a very helpful feature in providing a vi...
Bill Fadok 8 months ago in PS Web App & Platform / Notifications 0

Default Project

Add a function to set a default project so when you sign in it will take you to your Project Home Page and you don't have to navigate through which portfolio to your project each time you log in.
Sam Springer over 4 years ago in PS Web App & Platform / Project Home Page 0 Future consideration

Purchse Order Line Item Tax

We have 3 sales taxes (PST, PST Exempt, 12% PST for Fossil Fuel combusion systems) that we have to use and need to be able specifiy tax for each line item of a Purchase order.
Don Glaicar 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Option to exclude Portfolio Admins from the Project Contacts

When a new project is created, all members of the Portfolio Administrators group are automatically added as project contacts. There should be an option to exclude Portfolio Admins from the project contacts.
Trimble ProX Team over 1 year ago in PS Web App & Platform / Project Home Page / Dashboard 0

Please Add Tax Field to Companies and Pull From Company on Commitments and Invoices

Taxes for Vendors are determined by accounting (in our case they are setup in Vista). These taxes 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 ProjectSight. On...
Mercedes Green over 1 year ago in PS Web App & Platform / Companies & Contacts 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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