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 2123

Portfolio Admin controlled Notifications

Users are requesting the ability to send out notifications 'on demand' from the Portfolio Administration level. Example: A current user is given access to 10 new projects. Portfolio Admin would like the ability to notify the user, 'You have been g...
Ricci Stevens over 2 years ago in PS Web App & Platform / Notifications 0

Sage Accounting Software

Integrate Sage Accounting Software
Guest about 5 years ago in PS Web App & Platform / Integrations 0

Sharing data owned by different accounts across ProjectSight

Client is interested in sharing/integrating project data from their ProjectSight environment/portfolios to other client environments. Basically a ProjectSight to ProjectSight integration. Best practice for now is to decide which environment will b...
Guest about 5 years ago in PS Web App & Platform / Integrations 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

Make the Memo field in Checklist to have the ability to store more than 255 Characters.

Memo fields in Checklist templates are limited to 255 Characters. A memo field should be able to storemore than 65k characters.
Guest about 5 years ago in PS Web App & Platform / Field Management 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

Add a PO Terms Lookup List

It would be much easier to hav e a list of PO terms to selelct from rather than having to type a value each time
Guest almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Save Summary Logs to the File Library

Enhancement description: Allow users to save summary logs to the file library. What are we trying to accomplish? Allow users to save summary logs to the file library without having to download and then upload them. How is the lack of functionality...
Brendan Radich almost 4 years ago in PS Web App & Platform / Reports 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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