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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 34

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

Ability to Expand/Collapse all Record Types in the Security Role Records Tab

and Cost Management, Document Control, Drawings and Specifications and Field Management) in the Security Role Records Tab. It would be great to expand/collapse the entire tree with a single click or expand/collapse the entire group by selecting th...
Guest over 1 year ago in PS Web App & Platform / Security Roles 0

Limit the Add/Remove/Modify function of the Insurance Tab under Companies > Contacts

Users need the ability to add and modify a contact's insurance information without the ability to remove the insurance information. This would work the same as limiting the ability to remove a Contact under the records tab of the Security role, as...
Tonya Overstreet over 1 year ago in PS Web App & Platform / Security Roles 0

Need a Security Role for Projects that can only modify users and companies.

Need a Security Roles Admin that can only make changes to a project's users and companies.
William Atchison almost 3 years ago in PS Web App & Platform / Security Roles 0

Security Role Record Access Filtered by Lookup

Enhancement Description: Add the option to limit access to records within each record type. What are we trying to accomplish? At the security roles setup, we would like to be able to filter records by a selection of lookups so that users with said...
Brendan Radich over 4 years ago in PS Web App & Platform / Security Roles 0

Enable New Features Security Role Setting

Enhancement description: Add setting to only enable new feature for certain Security Roles by default. What are we trying to accomplish? Restrict new features to certain individuals by default and then open it up after we decide to roll it out. Ho...
Brendan Radich 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 28 days ago in PS Web App & Platform / Security Roles 0

Record Locking Functions - Security Settings

In ProjectSight, when a module has record locking on (like when closed) you can also change the security group to in settings for that security group to be able to unlock locked records. However, this allows them to unlock records in all modules, ...
Jessica Ream 3 months 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 5 months ago in PS Web App & Platform / Security Roles 0

Meeting Minutes - Send Invitation icon

Please allow the ability to remove the Send invitation icon in the fields of a security role. Therefore if needed you could turn off a user's ability to send an invitation.
Henrick Malpica 8 months 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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