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

Copy Daily Reports

Copy the Daily Reports from previous day is very useful, but we would not want the safety portion of the daily report copied. Can these be separated so the information from the safety tab is not copied?
Dwain Wood over 1 year ago in PS Web App & Platform / Daily Reports 0

Security Option to modify records only by participating company

Currently security settings only allow to either enable/disable create/modify records. If we want to give contractors the ability to create RFIs in PS they automatically can modify every RFI that is shared and not yet locked in the system. We woul...
Michael Handlmaier about 4 years ago in PS Web App & Platform / Security Roles 1

Drag and Dropping Outlook Emails to 'Upload'

When you drag and drop an email as a file into 'Upload File' feature it removes it from Outlook Inbox/Files (goes to the trash). Is there a way to get this to be a copy of the email rather than removing it from Outlook?
Carrie Gilbert over 3 years ago in PS Web App & Platform / Links 0

Create XSD file in the PCCO area to be able to see PCO Items detail

The PrimeContractCOPCOLinks xsd file does not have any PCO Item level fields available, necessary to update a report that used to work in ProjectSight but suddenly stopped working. Fields that clients are asking to see on the report include PCO It...
Julie Adler over 2 years ago in PS Web App & Platform / Reports 0 Likely to implement

Lock cost periods

Would be useful to be able to lock previous cost periods. Gives us more control and oversight so that costs are not missed or go to the wrong period.
Guest over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

When uploading a Zip file containing a folder structure retain this in File Library

Description: When uploading and unzipping a ZIP file with a folder structure, create the folder structure in the File Library if any is included
Guest over 5 years ago in PS Web App & Platform / File Library 0 Future consideration

Some UI windows do not resize or fit smaller window size

Enhancement description: Some menus in Projectsight do not resize to fit the browser window when it is small, the UI is just cut off and no scroll bar is present. An example is when you open a meeting item in Meeting Minutes, then resize the brows...
Guest about 4 years ago in PS Web App & Platform / Navigation / UI 1

Add option to sort PCOs numerically

When creating a Custom Field in any module, the field is set to editable (green checkmark) in Security Roles > Fields. This should not be editable by Default. Entered upon request by Wynn. The Portoflio Admin should be flagged everytime a custo...
Guest 6 months ago in PS Web App & Platform / Custom Fields 0

Add ability to view / filter Submittals with individual Assignments & due dates under each submittal in all records view.

Client, wants to be able to view the folks assigned along with the due dates on the All submittals view. Currently those fields are not available in the field pick list and not an option to filter beyond the states. It would be most helpful to jus...
William Atchison over 3 years ago in PS Web App & Platform / Views 0

Attaching files to company records

Enhancement description: ProjectSight - Ability to Attach files to company records What is the customer trying to accomplish? It would be good to store & view files that are company-level on the company record itself. How is the lack of functi...
Guest over 5 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

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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