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 32

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

Sub RFI # Field in RFIs

It would be helpful to have an extra field in the RFI module to be able to include a Sub RFI number (when applicable) so that we can filter/report for a single sub's RFIs only and easily reference the project RFI number to a sub RFI number.
Guest over 3 years ago in PS Web App & Platform / Record Management 0

Batch Edit - Add Asignees

Currently, a user can add an assignee from batch edit even if they do not have an assignee create permission on all records
Henrick Malpica about 1 year ago in PS Web App & Platform / Record Management 0

Project Details - Trade Version

The 'Owner' title shows up on the Nomenclature Tab for Projects but changing it to General Contractor in Record Settings does not actually change it on the form or the banner. With more and more trades using ProjectSight having the ability for thi...
Ricci Stevens over 1 year ago in PS Web App & Platform / 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

When hitting the <enter> key in a field, it should create a carriage return, instead it moves to next record.

wehn entering data it would be nice if hitting the key would create a carriage return in the field. There is a "work around" by using but it would be more fluid if we could just hit
Guest over 3 years ago in PS Web App & Platform / Record Management 0

Section in RFI to reflect Trade Partners RFI #

Add a section in RFI to reflect the sub RFI no. Most of the time our RFI no does not match Trade Partner's tracking
Guest over 4 years ago in PS Web App & Platform / Record Management 0

RFI Publish Email Safe Guard

In Outlook, an email prompt appears when the software thinks you are forgetting an attachment. Currently, an RFI could be published via email with no body or subject. Suggest adding a feature to require those fields to be filled in prior to sendin...
Guest over 4 years ago in PS Web App & Platform / Record Management 0 Future consideration

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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