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 234

Convert Outlook email into PDF

When attaching an outlook email to a record can you automatically convert it to a pdf document.
Keith Wyble 9 months ago in PS Web App & Platform / Document Control 1

Add Revisions to RFI's

Allow copies of RFI's to create a new revision number 1. open a Project and navigate to Document Control- RFI's 2. Copy RFI 3. Notice that saving a copy of an existing RFI creates a copy and assigns the next record number User would like the copy ...
Jakeb Moon over 3 years ago in PS Web App & Platform / Document Control 1

Allow Bulk Status Update to Unlock

We run into this issue when we import a lot of records to a status that locks the record then have issues where we need to edit them or when we have bulk closed records. If we make mistakes and we have the permissions to unlock, bulk changing stat...
Mercedes Green about 1 month ago in PS Web App & Platform / Document Control 0

Need users to be able to upload and use their own stamps with logos and signatures on Submittals

I like the new features but we will need the ability for our users to upload their own stamps. When reviewing Submittals, our consultants each have their own stamps, that have logos and signatures on them, that they need to use. Once uploaded, tho...
Mercedes Green over 1 year ago in PS Web App & Platform / Document Control 0

Ability to delete or edit a comment in RFIs.

in case of typo or mistakes sent.
Teresa Hiller 5 months ago in PS Web App & Platform / Document Control 1

Ability to Print drawings linked to RFIs and Submittals with the PDF

Currently if you use the link button when creating an RFI and select a drawing that is in project site when you print that RFI to PDF it does not print the linked drawing as a PDF. Instead it includes it as link on the cover sheet which is not hel...
Guest about 1 month ago in PS Web App & Platform / Document Control 0

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 8 months ago in PS Web App & Platform / Document Control 0

Maintain bookmarks from original documents

The PDF bookmark feature is not available in the ProjectSight PDF Download. This means that submittals downloaded lose all original bookmarks. It is important to maintain these bookmarks. Adding them back in is time consuming.
Leisa Peterson over 1 year ago in PS Web App & Platform / Document Control 0

Notifications/Comments - Documents for Review

When a document for review is added unless a comment or a status is changed a notification email is not sent. Please allow the ability to add either a comment to the document for review or a notification to be issued once a document for review is ...
Henrick Malpica about 1 year ago in PS Web App & Platform / Document Control 2

Integrate Microsoft Teams Meeting Agendas and Tasks with Meeting Minutes and Action Items

More and more companies use Microsoft Teams to schedule their project meetings. With the newest version, each meeting has an Agenda section and Tasks so you can assign these to attendees. This is exactly what we do with Meeting Minutes with Action...
Mercedes Green about 1 year 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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