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 33

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 over 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 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 over 3 years ago in PS Web App & Platform / Record Management 2

Calendar style timeline to compile information

It would be very beneficial to have Calendar style Timeline that will reflect history of completed actions, transmittals, daily reports, and an additional section to put in notes. This would act as a tracker of completion history, for any given pr...
Matthew Votoupal about 1 year ago in PS Web App & Platform / Record Management 0

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 9 months ago in PS Web App & Platform / Record Management 0

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

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

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 12 months 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

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 over 1 year 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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