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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Record Management

Showing 27

Records started in a drawing should inherit the location of the drawing

If you start a record while in a drawing, such as a punch list item, the record should have its location pre-filled to match the drawing location. This would eliminate the extra step of entering the location again.
David Huse 11 months ago in PS Web App & Platform / Drawings / Record Management 0

Add a sort option within a Meeting minute topic

In the current Meeting minutes it is possible to sort on column headers across the entire meeting record. We are looking for the ability to also sort within a particular meeting topic. Think about sorting on priority, action holder, status etc.
Patrick Schemkes about 1 year ago in PS Web App & Platform / Record Management 0

Contract/PO Numbers

Administrators need the ability to update a Contract or Purchase Order number if it is accidentally keyed incorrectly. Currently, the only fix is to copy the record with the correct number and then delete the original record. If you have external ...
Ricci Stevens over 1 year ago in PS Web App & Platform / Record Management 0

Renaming Documents in TC Migrated Projects

Need the ability to rename Contract documents in TC migrated projects vs. non-TC migrated projects. For companies that utilize the renaming function frequently it has been noted that you cannot rename contract documents that have been migrated to TC.
Nick Weilemann almost 2 years ago in PS Web App & Platform / Record Management 0 Likely to implement

Record level field logic

It would be helpful for the proper upkeep of records to have the ability to incorporate business rules at the field level. To mind come the following options: 1. Submittals - when the comment option 'Mark as Approved Docs' is check to set a corres...
Michael Handlmaier almost 2 years ago in PS Web App & Platform / Record Management 0

Include in Emails and Reports' Default Setting

Currently there is no option on the portfolio or project level to set the default value for the 'Include in Emails and Reports' check box and it is currently set to include. When printing a record to pdf it is virtually impossible to exclude all n...
Michael Handlmaier about 2 years ago in PS Web App & Platform / Record Management 0

Substitution Request Module

Some projects have requirements for "Substitution Request" which may not be made via RFI or Submittal per specifications. We would like to have a "Substitution Request" module within Document control that can house these requests and have the abil...
Guest about 2 years ago in PS Web App & Platform / Record Management 0

Automated Backup Solution

We would like to see a backup solution to an external site in some form. While companies could build a custom solution to backup ProjectSight data using the API, I think there should be a simple GUI solution to backup to popular data storage platf...
Brendan Radich over 2 years ago in PS Web App & Platform / Record Management 0

Have a preview option in the Project Settings when creating Checklist Templates

When creating a checklist I currently can't tell how it will actually look until I publish it, pull it into the module, create a new checklist and then go to print option. Would be nice to be able to view a preview during creating the checklist.
Rachael Hill over 2 years ago in PS Web App & Platform / Record Management 0

Adobe Sign Integration

We would like to have the ability to use Adobe Sign for signatures within ProjectSight.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Record Management 1

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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