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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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Security Roles

Showing 40 of 2318

Granular Permissions Public/Private Record permissions

There's a deficiency in ProjectSight on record security. You either have access to a tool or not, which is fine, but you don't have record level security such as a Public/Private record for RFI and Submittals for example. We are running into an is...
Guest 7 months ago in PS Web App & Platform / Security Roles 0

Impersonate user

As a project or portfolio admin I need the ability to impersonate another user so that I can validate their security settings or provide application support. Current methods of creating alternate logins - such as a gmail account - create unnecessa...
Jeremy Sibert over 5 years ago in PS Web App & Platform / Security Roles 0 Future consideration

Option to share draft with My Company

Currently records with Draft workflow status are only visible to author. Please add an option to allow visibility to all project members with My Company. Otherwise users may not be aware that a record was already drafted and potentially duplicate ...
Michael Handlmaier about 5 years ago in PS Web App & Platform / Security Roles 2

Please separate Create Users and Create Companies from requiring project and portfolio access

We do not want to give Project Settings and Portfolio Settings to our users but in order to add new users to a project, we have to give the Project Settings. If we want users to be able to import new users, we have to give them Portfolio Settings....
Mercedes Green over 1 year ago in PS Web App & Platform / Security Roles 0

Portfolio Admin switch Security Role type button

It would be useful if a portfolio admin could easily switch security roles to test and troubleshoot by selecting the intended security role instead of having to create different accounts
Brendan Myers about 1 year ago in PS Web App & Platform / Security Roles 0

Security Role Report

It would be useful to be able to generate a report of the security settings within a portfolio for both auditing purposes and the ability to ensure multiple portfolios for the same company have the same security in place.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Security Roles 0

Add Default "View-Only" Security Role

Client requests "a typical "view only" user role if we want to share reports, but not allow any changes.". Note that this can already be accomplished by manually creating a new Role with read-only permissions to all areas of ProjectSight. We can c...
Guest almost 6 years ago in PS Web App & Platform / Security Roles 0 Future consideration

Lock Headers from Scolling

I have encountered several modules where the headers scroll with the information listed under them so that the column names are no longer visible when scrolled more than one page. An example of this is on the Security Roll Record Section of the Po...
Guest over 4 years ago in PS Web App & Platform / Security Roles 0

Add PCO Items drilldown button to security roles so it can be hidden

On CORs and PCCOs we hide ALL of the PCO details and amounts since we do not want the owner to see the budget costs. We have a custom field for Revenue and print that on the report so showing them the cost shows our profits. We don't allow the Own...
Mercedes Green 12 months ago in PS Web App & Platform / Security Roles 0

More Robust Security around Budget

We need more advanced security options for the Budget (as opposed to all or nothing currently available). We have a project that has three General Contractors each working on their piece of the project. We want to be able to allow each contractor ...
Ricci Stevens over 2 years ago in PS Web App & Platform / Security Roles 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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