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.

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Forms

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Table Form Builder

If fillable PDF forms aren't available for technical inspections, safety checklists, etc., an alternative solution would be a table form-builder. "Linear" checklists aren't sufficient.
Todd Shipman 8 months ago in PS Web App & Platform / Forms 0

Enforce data entry on all user-configured required fields during record creation

When creating new records, all system-defined required fields must be entered when creating new records. However, user-configured required fields are not enforced. Users can create a new record, such as a Contract, fill in all standard required fi...
Michael Worthington over 2 years ago in PS Web App & Platform / Forms 0

History Filter & Search Options

The history of a record can become really cumbersome to scroll through. It would be great if you could filter the history by specific actions. For example, POs tend to have a long history that includes all of the actions within that record as well...
Hunter Dickerson over 2 years ago in PS Web App & Platform / Forms 1

Project Number included as a pre-fix to the document number.

Include the project number as part of the document number so that it's easily identifiable outside of ProjectSight. Example: Purchase Orders Project number might be XYZ123PO numbers auto-increment and might look like:XYZ123-001XYZ123-002XYZ123-003...
Natalie Abshier almost 2 years ago in PS Web App & Platform / Forms 0

Ability to Provide Document Templates for Word Docs

For the last 24 years in Prolog & then Converge we have been sending Contracts, Change Order Requests, Notice to Proceeds and many customizable documents for signature or notification. Certain documents like contracts need to be executed eithe...
Brian Shawe about 4 years ago in PS Web App & Platform / Forms 0 Future consideration

Add Project Name to Project Directory

I work with multiple projects at our company and I'd like to see the project name included at the top of the Project Directory. There is no reference at this time to project name or number.
Guest 7 months ago in PS Web App & Platform / Forms 0

Let users turn off PCO Auto Sync to cost columns

*Enhancement description: Let users turn off PCO Auto Sync to the corresponding cost columns (as in Prolog) *What is the customer trying to accomplish? Not have the Budget/Cost autosync when entering PCOs *How is the lack of functionality affectin...
Guest almost 6 years ago in PS Web App & Platform / Forms 0 Future consideration

Form and field attributes

it would be useful is forms can be added on a project admin level and not just a portfolio admin. Along with editing field attributes and adjusting what each form needs.
Guest over 2 years ago in PS Web App & Platform / Forms 0

Provide a method or permission to modify the record number field after a record is created.

Add a way to modify record numbers if the format changes significantly for a project. Currently you would need to delete and readd the record which can throw off the dates. Again this is just the number field of the record that greys out after cre...
William Atchison almost 4 years ago in PS Web App & Platform / Forms 0

"Pending" Subcontractor Change Orders

Regarding the “pending” subcontractor change orders, as of right now, when you create the change order to the subcontractor, it automatically moves it from the pending column to the approved commitments on the Financial Status Report. Ideally, the...
Guest 22 days ago in PS Web App & Platform / Forms 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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