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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Have scheduled daily to do action items or checklist to add to daily report

Daily scheduled "to do" or action items that can be tied to the daily report and so I don't have to create daily action items. Maybe a "scheduled task" and then "repeat daily, weekly, monthly as options." I mostly need them for the daily report, s...
Jeff Nardoni 12 months ago in PS Web App & Platform / Document Control 0 Future consideration

Checklist Approvers get notification/show up as assignments

Currently when you input a checklist approver the do not get a notification, nor does it show up as an assignment in for them. This can prove to be problematic if the approver was unable to make the inspection, but still needs to approve the check...
Guest over 4 years ago in PS Web App & Platform / Field Management 0 Likely to implement

Drag and Drop Documents to records

Ask: Ability to Drag and Drop Document to records, reducing 2 extra steps/clicks. Current flow: User needs to click on the "link" icon then click on "attach file".
Jane Shulzhenko over 3 years ago in PS Web App & Platform / Navigation / UI 0

Add Title/Subject to Transmittals

The Remarks section in each transmittal is useful for the details of the item. Sometimes, one transmittal will incorporate multiple items. So it will be helpful to add a Title or Subject line to summarize what is being transmitted.
Guest over 3 years ago in PS Web App & Platform / Document Control 1

General Invoice item numbers do not re-sort correctly after adding more than 9.

I have submitted this as defect, but it was rejected, PS-46695. As a result I am submitting as an idea to provide a method for users to more easily reformat the item numbers with preceding zeros rather than having to do it manually.
William Atchison 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Project Settings / Security Groups

We would like the ability to set a security group to be able to access the project settings to create/manage users but not have access to the record settings. I believe this can be accomplished by adding a checkbox option labeled Record Settings i...
Jessica Ream 8 months ago in PS Web App & Platform / Settings & Administration 0

Allow Custom Fields to be Edited

Currently you cannot edit the custom fields title and character limit after it is created. The only alternative is to make a new custom field. This isn't a good option as you would need to make new links in all the reports and if you delete the ol...
James McGoldrick over 1 year ago in PS Web App & Platform / Custom Fields 0

Alias ID - Visibility

With TC1 integration, companies push from the ERP system to ProjectSight populating the Alias ID with the Vendor number. However, there is no way to filter/view if a company has been synced with ERP or generated within ProjectSight. Can this field...
Ricci Stevens over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Subjobs within a Project

We need the ability to have sub-jobs within a single project and the ability to parcel out access based on the sub-job. This really comes into play when integrating with ERPs that allow for sub-jobs or you have a single Project Budget that encompa...
Ricci Stevens almost 2 years ago in PS Web App & Platform / Portfolios 0

Dunning Letter - Drawings Sets and Submittals

Follow up letters addressed to clients showing items outstanding for approval and when they were due.
Guest 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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