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

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 12 months ago in PS Web App & Platform / Portfolios 0

Ability to create sub-projects within a project

Client requesting ability to create sub-projects within a project. Locations can be used in some cases but in other cases there is a need to break the sub-projects out with their own budgets and/or greater segregation of records. Some examples cou...
Guest over 5 years ago in PS Web App & Platform / Portfolios 0 Future consideration

Merging Portfolios or copying projects from one portfolio to the other

Client has multiple databases/portfolios and would like to merge them into one. Realizing this is complicated due to high probability of conflicting settings in different databases, the current best practice is to start new projects in the correct...
Guest over 5 years ago in PS Web App & Platform / Portfolios 0

Set user permission to have access to all projects

We have several administrative users that need access to every project in the portfolio. It would be helpful to have an option to give these users access to all projects with their default role. Currently we are keeping a list and add these users ...
Michael Handlmaier over 4 years ago in PS Web App & Platform / Portfolios 0

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 about 4 years ago in PS Web App & Platform / Portfolios 0

Checklist Template choices, in Security Role Settings

When you dive into the portfolio security role settings, you can easily decide if a security role has access to checklists and what they should be able to do with those checklists. However, there is not an ability to select which checklists a secu...
Jeremy Block 9 months 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 over 3 years ago in PS Web App & Platform / Portfolios 0

Add Reassign Option when Removing Users with Existing Records Assigned

With Viewpoint Team (TC One) if we remove a user from a project that has existing open transactions (assigned records that are still open), it will let the user know and give the admin the option to choose another user to reassign those records to...
Mercedes Green about 1 year 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 over 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 over 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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