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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Record Management

Showing 29

Meeting Minutes text box cleared

Meeting Minutes text box cleared of the previous meeting’s notes when the Follow-Up meeting is created
mark Lindley 8 months ago in PS Web App & Platform / Record Management 0

Email records sent list

While the feature to email report records from PS is great, there is no method to see a list of sent email, similar to a sent folder in Outlook. Having a sent list of all reports, records, notifications sent from PS would allow us to confirm that ...
Jeremy Sibert 11 months ago in PS Web App & Platform / Record Management 0

RFI & Issue Impact Nomenclature

It would be useful to have access to change the nomenclature of the Impact Tab from 'Not Sure' to 'TBD'. This field is currently not available to be changed and we are finding from our Trade clients that all RFIs and Issues are TBD pending the res...
Ricci Stevens over 1 year ago in PS Web App & Platform / Record Management 1

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 over 2 years ago in PS Web App & Platform / Record Management 0

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 over 1 year ago in PS Web App & Platform / Drawings / Record Management 0

Ability to delete multiple attachments on a record at once.

Currently you have to delete attachments one by one. Say for example a user put a number of pictures on a record and there were incorrectly put there. It would be nice to be able to select multiple files to delete at once. Single options are ineff...
William Atchison over 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 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 about 3 years ago in PS Web App & Platform / Record Management 0

Have ability to move the label generated when linking a record.

When linking an RFI or ASI to the drawings, a label is automatically generated. Often times that label blocks other information on the drawings. It would be nice to be able to move it out of the way. If the label could be moved from the cloud/box ...
Linnea Lavorico 10 months ago in PS Web App & Platform / Record Management 0

Global Custom Fields

There are project specific fields that need to be carried over from one record to another, or information that needs to be seen in regards to that project or records that shares the same data ( for example: a Custom Field that is relevant in RFI's...
Jane Shulzhenko over 3 years ago in PS Web App & Platform / Record Management 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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