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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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Portfolios

Showing 27

Compartmentation of Portfolio Users by Project in filtering

In reviewing drawings, I note that when applying a filter to a drawing set - the 'AUTHOR' filter seems to bring in named persons from outside the Project - providing a full listing of named persons from all projects in the portfolio. It is clearly...
Ciaran O'Brien over 1 year ago in PS Web App & Platform / Portfolios 0

Portfolio Level File Library

Create a library that will hold all information going to be needed across all projects so you do not have to add them every single time (ie contract exhibits that don't change and are just a PDF). We know we can make a template project and link th...
Nick Weilemann almost 2 years ago in PS Web App & Platform / Portfolios 1

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

Add a new portfolio directly under our Company account

If we create a new Portfolio, we have to send ProjectSight support an e-mail asking them to place the Portfolio under our Company account. This should be automated by recognition of the e-mail account of the person that is creating the Portfolio.
Patrick Schemkes about 2 years ago in PS Web App & Platform / Portfolios 0

Portfolio Level Dashboards

Please consider adding portfolio level dashboards to your roadmap. I'm guessing that most ProjectSight users (including us) have multiple projects contined within a portfolio. It is extremely time-consuming to check project status, items assigned ...
Guest about 2 years ago in PS Web App & Platform / Portfolios 3

Project/Portfolio Roles

projects should be able to change and edit roles based on the projects' needs. Each project team is different and we cannot change or edit what people see since it is based off the entire company.
Guest about 2 years 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

Multi-project approach

For many off us who have more than 20 projects at the same time (by the way all subcontractors and trades) the need to a Portfolio dashboard is essential to the everyday work. We need to see on one page all off: Assigned to me, new RFIs, new Punch...
Guest about 3 years ago in PS Web App & Platform / Portfolios 1

Make Deleting a Project More Difficult to Prevent Accidental Deletions

Enhancement description: Deleting a Project should require more than one confirmation step or pop-up. The previous enhancement PSW-I-241 (https://projectsight.ideas.aha.io/ideas/PSW-I-241) of moving the delete option to a more hidden menu helps in...
Guest over 3 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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