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
117 VOTE

When Promoting an ISSUE into an RFI- Carry text and Links across

When an Issue needs to become an RFI we have to link the Issue - but then we have to copy all the data and drawing links etc... It would be better if the ISSUE could be Promoted _ Same Data - Same Attachments - Same History for Everything - it jus...
Benjamin Crosby over 3 years ago in PS Web App & Platform / Document Control / Links 0
123 VOTE

Project Closeout Module

Nearly every contractor has close out requirements on their construction project. We have to obtain standard warranties, extended warranties, lien releases, tax payment confirmation, etc not to mention Owner specific paperwork and deliverables. Un...
brian penner over 4 years ago in PS Web App & Platform / Document Control 1 Future consideration

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 5 months 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 8 months ago in PS Web App & Platform / Document Control 1

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

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

The RFI import has no option to designate for the contact asking the question. It puts the User/contact executing the import.

Client would like a field to designate the contact asking the question on an RFI. This is important to their business process. When they enter an existing project they have no way to enter RFI for the correct contact whom is asking the RFI Questio...
William Atchison 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

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

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

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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