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

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

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 almost 5 years ago in PS Web App & Platform / Portfolios 0 Future consideration

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 6 months 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 almost 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 over 3 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

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 4 years 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

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

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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