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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Document Control

Showing 224 of 2020

Ability to add default users as CC in RFI/Submittals

This is currently not an option. I chatted with Projectsight today about it and the only default users that can be added is for "Assigned to". We have many projects and many CFM's and it would be nice to have them autopopulate instead of me going ...
Amanda Luna 1 day ago in PS Web App & Platform / Document Control 0

Summary of Overdue Items

Provide (1) summary email daily of items that are overdue rather than an email for each overdue item. For instance, if you have 10 overdue items, send (1) email at the end of the day as a reminder instead of 10 individual emails.
Tim Long about 10 hours ago in PS Web App & Platform / Document Control 0

Notification Settings

Add the ability to notify users on a basis other than daily or once. It would nice to be able to send notifications every week or every two days for instance. Daily is too often and once is not enough.
Tim Long about 10 hours ago in PS Web App & Platform / Document Control 0

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal)

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal). A requirement on most projects. Removes a step for most customers of ProjectSight every time they create an RFI or Submittal.
Teresa Hiller 2 months ago in PS Web App & Platform / Document Control 0

Create a FORMS module in ProjectSight

Project Sight needs a FORMS module, that allows admins to upload company template forms, by embedding writable PDF files that can be filled out as individual records. This process can be completed currently in ViewPoint Teams and needs to be inclu...
Jeremy Block 7 months ago in PS Web App & Platform / Document Control / Field Management 2

Ball In Court Indication

There is no “Ball in court” indication, so Architects must open every single email, every time to make sure he doesn’t have anything due. Or alternatively, every time he gets an email from ProjectSight, he has to login and check the status of what...
Jackie Allen about 2 months ago in PS Web App & Platform / Document Control 0

Add what the impact will be to the email notification

It would be useful to show in the email for when submitting a RFI to engineer or construction manager that doesn't have an account with Trimble connect before it turns into a change order
Guest 5 days ago in PS Web App & Platform / Document Control 0

Convert Outlook email into PDF

When attaching an outlook email to a record can you automatically convert it to a pdf document.
Keith Wyble 3 months ago in PS Web App & Platform / Document Control 0

Allow Submittal Numbers to be Edited

Submittal numbers should be able to be edited or not required: When we import a submittal log and change the status to open, the submittal number is auto generated and the submittal number is locked and not editable. When setting up a submittal lo...
Guest about 1 year ago in PS Web App & Platform / Document Control 3

Meeting Minutes- Send Invitation should integrate with outlook

When you click on the Send Invitation button in the meeting minutes module, it would be nice if the invite would open up in a Outlook Calendar invite window. That way you could turn on a Microsoft Teams link and it would go straight to peoples cal...
Jeremy Block 2 months ago in PS Web App & Platform / Document Control 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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