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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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 about 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

Ability to change record numbers after they have been saved

Ability to change record numbers after they have been saved. I assume the record ID is the primary key, so I'm not sure why the number can't be changed.
Guest over 5 years ago in PS Web App & Platform / Forms 0 Future consideration

Need to be able to customize reports and forms within the software without having to export to and import from Crystal Reports similar to Prolog Manager. Would also be good to have forms and reports similar to Prolog Manager.

No description provided
Guest over 5 years ago in PS Web App & Platform / Forms 0 Future consideration

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 over 1 year ago in PS Web App & Platform / Forms 0

Add ability to edit comment Resolution Dates by administrators.

Clients need a method to subsequently edit submittal records to use the Dashboard Average Turnaround. If clients previous only used the status to close out submittals, records would be missing a Resolution Date (required for the Average Turnaround...
Guest almost 5 years ago in PS Web App & Platform / Forms 1

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 almost 4 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

Rename RFI impacts

RFI impacts should be Scope, Schedule, and Price. “Drawings” is insufficient. “Scope” includes all relevant contract documents, including drawings, specifications, and master contract.
Guest over 1 year ago in PS Web App & Platform / Forms 1

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 over 3 years 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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