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

Auto Format Phone Numbers

Phone and Fax numbers for contacts and companies should auto format like the option in Excel (XXX) XXX-XXXX so they are consistent, saves a lot of time entering numbers if you didn't have to enter dashes and it looks a lot cleaner.
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Add embedded PDF's as a Checklist Template Line Type

When creating a checklist template, the user is offered line types. For example, drop downs, currency, date, memo, signature, yes/no, etc. The option to embed a writable PDF into the checklist template, allowing each checklist to individually edit...
Jeremy Block 7 months ago in PS Web App & Platform / Field Management 0

Drawing Upload - Define Multiple Place for Title Pull

There should be a way when PS is uploading drawings to change the location we define the drawing's title, drawing date, etc. Now, if you process a few drawings from one designer and then another designer who have title boxes in different locations...
Guest 7 months ago in PS Web App & Platform / Drawings 0

Default Assignee - allow multiple roles

Each person can only have 1 role on the project team. We can only assign 1 role to the default assignees. There are records that need to be assigned to more than one role.
Nancy Burriss 7 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

The ability to turn off PCO budget and cost auto sync

In Prolog you could turn off the auto syncing of the budget & cost sides of PCOs. Related to PSW-I-746 - there are cases where you may not want both sides to match, for example when a PCCO is signed and the status fields are changed to execute...
Guest over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Retainage Tracking at Budget Level

Clients are asking for the ability to see the retainage withheld at a budget level and not just at the Contract Invoice level. Having this capability would be very beneficial for a complete financial view of the project.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Multiple record reports do not have an option to include all attachments. They do not want them separated.

Many clients want to run a report of all records and include all the attachments at the end of that report. Currently this is only available when ran for each record. Clients are literally having to take all those individual reports and combine th...
William Atchison about 1 year ago in PS Web App & Platform / Reports 1

The font on many of the reports is too small. Can the reports be revised to include larger font size.

No description provided
Guest over 4 years ago in PS Web App & Platform / Reports 0

Send files via Transmittals

We would like the ability to easily upload files to send via the Transmittals & Correspondence module. The main goal is to have a simple way to send files to recipients without requiring them to log into a web site such as Connect to download ...
James Vandezande almost 3 years ago in PS Web App & Platform / Document Control 1

Information for Legal Documents in the Project Details should link to Company Database

The Project Details Tab lists areas for the Owner, Contractor, and Architect. These should be linked to the database so the addresses auto populate.
Guest about 4 years ago in PS Web App & Platform / Project Directory 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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