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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Portfolios

Showing 27

Need a way to switch back and forth between projects without having to back out to the portfolio menu.

No description provided
Guest over 4 years ago in PS Web App & Platform / Portfolios 0

Subjobs within a Project

We need the ability to have sub-jobs within a single project and the ability to parcel out access based on the sub-job. This really comes into play when integrating with ERPs that allow for sub-jobs or you have a single Project Budget that encompa...
Ricci Stevens over 1 year ago in PS Web App & Platform / Portfolios 0

Job Number as a Top level look up list in all modules

Project Sight can not cross pollinate contracts, each job must have its own "card" or "record" within project sight. This becomes problematic when I have 200 + jobs and the same 12 contractors on most jobs. I currently have 86 open contracts to th...
Guest almost 3 years ago in PS Web App & Platform / Portfolios 0

Include Sample Project when creating a new portfolio from a Template portfolio

Please allow the ability to create a new portfolio from a template and include the sample project.
Henrick Malpica 8 months ago in PS Web App & Platform / Portfolios 0

Ability to Remove One's Self From a Portfolio or Project

A user may be added to a portfolio or project by accident or temporarily, and then the Admin may neglect to remove them. A user should be able to remove themselves from a portfolio or project so they can focus on the projects they are actively inv...
Trimble ProX Team almost 4 years ago in PS Web App & Platform / Portfolios 0

Add a tools to import a Prolog database to ProjectSight.

Eliminate all the work to import and export with excel for every form.
Guest over 4 years ago in PS Web App & Platform / Portfolios 0

Update User Project Access based on Project Workflow/Status

In the Portfolio settings when adding a new user or editing user settings, it would be very helpful to have the ability to filter the project list by workflow/status to only see active projects to give users access to. There is currently no indica...
Katy Rodina 4 months ago in PS Web App & Platform / Portfolios 0

Enable a field to have a default value of another field

We at times need a standard or custom field to default to a value of another field on the same record. For example, we created a Contract Amount field and want it to always default to the Applied Amount (Bdgt) amount. So similar to how you can set...
Mercedes Green 5 months ago in PS Web App & Platform / Portfolios 0

Portfolio Record Linking to Companies

Create a portfolio level record keeping system that you can link to companies across all projects
Nick Weilemann almost 2 years ago in PS Web App & Platform / Portfolios 0

When exporting a project and receiving the download email there is no expiration date in the email.

Client had exported their project and waited over 7 days to download with the link. A message came down that the link had expired in 7 days. We should include an expiration date in the download link email, so clients are aware.
William Atchison almost 2 years ago in PS Web App & Platform / Portfolios 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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