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.

ADD A NEW IDEA

Security Roles

Showing 36

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 8 months ago in PS Web App & Platform / Security Roles 0

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 over 4 years ago in PS Web App & Platform / Security Roles 2

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 over 2 years 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 almost 2 years ago in PS Web App & Platform / Security Roles 0

Security Roles - Deleting when Field Settings are Read Only

In ProjectSight, in Security Roles when you turn on a record setting for a security group to create new records and then navigate to the Field Settings to limit what they can either view, edit or hide. If you change a field to read only that is in...
Jessica Ream 10 months ago in PS Web App & Platform / Security Roles 0

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 about 4 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 over 5 years ago in PS Web App & Platform / Security Roles 0 Future consideration

Security Option to modify records only by participating company

Currently security settings only allow to either enable/disable create/modify records. If we want to give contractors the ability to create RFIs in PS they automatically can modify every RFI that is shared and not yet locked in the system. We woul...
Michael Handlmaier about 4 years ago in PS Web App & Platform / Security Roles 1

Make Security Roles Project Specific, NOT portfolio wide

At the moment under PROJECT Settings, Security roles created/deleted/adjusted, role out across the entire company projects. This feature should be project specific so changes made to a specific security role do not affect another project that is n...
Guest about 5 years ago in PS Web App & Platform / Security Roles 0

Hiding Potential Change Headings from specific Security Roles

Currently, there is no way to hide the header fields in PCOs making it so you cannot hide an estimated/proposed cost value in a PCO from a security role.
Henrick Malpica almost 1 year 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.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.