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

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

Create a "Date Submitted" in the Submittals Module and a UDF Field for "Date Due"

Creating a "Date Submitted" field will allow for better tracking of submittals that have been submitted to the AE team or the Owner. Adding a UDF (User Defined Field) on when the submittal needs to be returned will also allow for better tracking o...
Jakeb Moon almost 3 years ago in PS Web App & Platform / Document Control 0

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

When creating RFI from Drawing Create Snapshot that Attaches to RFI Instead of Adding Link to Drawing in RFI

As a specialty contractor using ProjectSight for our projects we really can't force our client to be a User in the PS System. When we send an RFI that was created from a drawing to a client that is not a User there is no option to "Attach" the dra...
Jeff Miller over 1 year ago in PS Web App & Platform / Document Control 0

Allow Color Formatted Text to Carry Through to Meeting Minutes Reports

In Meeting Minutes we are able to color and highlight text in the notes area of a meeting topic, however, when you print the report to send to the team or client the color does not come through.
Jeff Miller about 1 year ago in PS Web App & Platform / Document Control 0

RFI Question Entry Field Size

Enhancement description:On the RFI full form, make the question field larger by default or expandable, similar to the comment field. What are we trying to accomplish?Make it easier to enter our questions. How is the lack of functionality affecting...
Brendan Radich almost 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

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

Functionality in Submittals Register to sort submittals by latest revision

On the Document Control>Submittals screen, is there a way to sort submittals so only the latest revision is displayed? I’d like to print a report that shows only submittals that require a revise and resubmit as the latest status and have no sub...
Guest 11 months ago in PS Web App & Platform / Document Control 1 Likely to implement

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

RFI / Submittal Printing and Header Settings

ProjectSight prints the title of the file on every sheet. When multiple entities review a RFI / Submittal and upload their response, ProjectSight overlays each file title on every page, creating an illegible header. Proposed fix would be to remove...
Guest over 2 years 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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