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.

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Portfolios

Showing 27

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 over 2 years ago in PS Web App & Platform / Portfolios 4

Action Item Reports Across Portfolios

Currently, we can download Action Item reports across all projects within a single portfolio. However, when overseeing projects across multiple portfolios, it's important to view these reports across portfolios without having to go into each indiv...
Katy Browning about 1 year 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 over 3 years ago in PS Web App & Platform / Portfolios 1

Tile View of Projects shows status color

When in a portfolio on the main screen where it shows all the projects - when you are in the tile view there is no where that it shows what status these projects are in. So you have to either switch to list view that has this column or filter by t...
Shelly Klarner 3 months 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 over 2 years ago in PS Web App & Platform / Portfolios 1

Ability to use Project Templates to copy all data to a new project

Ability to use Project Templates to copy all data to a new project. This will make it easier to set up new projects using the template project.
Guest about 2 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 about 2 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 about 1 year 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 10 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 11 months 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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