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.

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Settings & Administration

Showing 86 of 2001

Marry Existing Portfolio Settings

ProjectSight gives the ability to duplicate a portfolio from a template to copy settings but does not give the user to mass edit settings within a portfolio that is currently underway. This would be useful for larger projects that have a dynamic l...
Nick Weilemann 5 months ago in PS Web App & Platform / Settings & Administration 0

Checklist Templates - Changing Module

We need the ability to change a checklist module for a template once it's been published.
Hunter Dickerson 5 months ago in PS Web App & Platform / Field Management / Settings & Administration 0 Future consideration

Add Module to Lookup List

For portfolios that predate the cloning mechanism you have to manually add custom fields and their associated list. If you add the module to the custom field it would save time finding what the custom field is tied to
Nick Weilemann 5 months ago in PS Web App & Platform / Settings & Administration 0

Add Location to Email Notifications

Can you add the location to email notifications for Punch Items?
Ricci Stevens 6 months ago in PS Web App & Platform / Settings & Administration 0

Spanish as a Language Option

Currently you can only select English or Dutch as a language. Spanish should definitely be an option as we have many Spanish speaking users.
Hunter Dickerson 8 months ago in PS Web App & Platform / Settings & Administration 1
128 VOTE

Portfolio Level Checklist Templates - A MUST

Currently checklist templates can only be managed at a project level. What if 30 new checklist templates are added to the template project after 50 projects have already been created. All of these jobs need the new checklists. Now someone has to g...
Hunter Dickerson 10 months ago in PS Web App & Platform / Field Management / Settings & Administration 7

Record number reformatting does not add preceding zeros on all numbered records.

Currently Automatic formatting of the numbers can only be applied to those records that were created with auto-numbering turned on. This means any record numbering created with manual entry will not receive any preceding zeros. This is when a clie...
William Atchison 10 months ago in PS Web App & Platform / Settings & Administration 0

Hide Fields in Record Settings

If there is a field in a record that the client does not want to see, you have to go through each security group: -> Fields Tab-> Scroll and select the record -> Expand Fields and change it so that it isn't visible for that security group...
Ross Cravens 12 months ago in PS Web App & Platform / Settings & Administration 0

In the Record Settings for Cost related forms you cannot setup default To and From Contacts

Client would like to be able to setup default To and From contacts on Cost related forms. Currently they are set to Not Applicable. These are available for the To and From Company selections in the Field Attributes. Not sure why these are not avai...
William Atchison about 1 year ago in PS Web App & Platform / Settings & Administration 0

Permissions for PDF Viewer

Please allow the ability to limit the use of certain stamps or certain annotations in the PDF viewer. Or setup permissions for the pdf viewer>
Henrick Malpica about 1 year ago in PS Web App & Platform / Settings & Administration 1

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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