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

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 about 2 months 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 6 months ago in PS Web App & Platform / Portfolios 0

Automatically update portfolios in production when template portfolio is changed

As an Enterprise Company we are using multiple portfolios for our multiple subsidiaries. We create these portfolios from a template portfolio, our company standard.But right now, when we change the template portfolio we have to update all portfoli...
Patrick Schemkes about 1 year ago in PS Web App & Platform / Portfolios 0

Overview over portfolios under license for enterprise account admins

As an enterprise account admin I would like to get overview over all portfolios under our Enterprise account. At this point I'm totally in the dark and have no steering means as an Account admin.
Patrick Schemkes over 1 year ago in PS Web App & Platform / Portfolios 0

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

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

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

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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