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 2178

Option to Remove linked records from Meeting Minutes

When creating a new meeting from a previous session, if you click "remove" on a linked record tied to the meeting chain, then click save, the link remains on the record. The project would like to option to remove old linked files in order to not c...
Guest about 3 years ago in PS Web App & Platform / Document Control 0

Ability to select non-project contacts in import templates

Currently in import templates such as the Purchase Orders, users can select From Company and To Company from the full list of non-project companies but you cannot select the To or From Contact from the full list of non-project contacts associated ...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Import/Export 0

Record files added via link rather than an upload should display their File Library location in properties.

Currently a file linked or uploaded to a record shows in the history tab of the record as, "ADDED FILE LINK" in the transaction text. In addition the File library folder for the record will not include the file linked. This confuses the user and l...
William Atchison about 3 years ago in PS Web App & Platform / File Library 0

When users are blocked in Projectsight email. The notifications indicate that notifications are sent out successfully.

There are a lot of ways to address this. At times clients are not aware of their internal status with their email server or just simply getting the emails spammed. It would be nice to have some sort of indication especially of an email is currentl...
William Atchison about 3 years ago in PS Web App & Platform / Notifications 0

Trigger Status change to "Answered"

When a record comment has been promoted or defined as an answer, automatically switch the record status to "Answered" (or other defined "answered" status)
Jane Shulzhenko over 4 years ago in PS Web App & Platform / Document Control 0

Drawings Should Fit To Page Instead of Just Page Width Within Browser Upon Initial Loading

When opening a drawing. The default is to fit to the page width. Due to the aspect ratio of a normal monitor (16:9) and viewing the drawing in full screen, the bottom of the drawing gets cut off. This is inconvenient because I can't see the whole ...
Guest over 5 years ago in PS Web App & Platform / Drawings 0

Alert Notification if Contact Email hasn’t been Entered

Request for an automated alert notification when sending reports, assignments, action items, etc. from ProjectSight to contacts that do not have an email address created/entered within the system. Currently, the report, assignment, etc. would cont...
Guest about 3 years ago in PS Web App & Platform / Notifications 0

Ability to update multiple Drawing hyperlinks at once

Ability for our users to be able to select multiple items on drawings at once and be able to modify the hyperlink assigned to all selections at once.
Rick Parker about 3 years ago in PS Web App & Platform / Drawings 0

Canceling a General Invoice or Contract Invoice

Once you pass the first screen on a General Invoice or Contract Invoice you cannot cancel out. The only way to remove that record is to "Delete". This is a big issue as we would not give delete rights to an average user. EXAMPLE: AP Role is keying...
Ricci Stevens about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

When editing the application for payment, in the header, add gross due and retainage

Currently, the current due is in the header. I would like to see the gross due on this application and the retainage for this application added to the header. The would help me to make sure my application for payment is the correct amount and that...
Gabe Barnett about 2 years ago in PS Web App & Platform / Budget & Cost Management 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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