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

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Project Settings / Security Groups

We would like the ability to set a security group to be able to access the project settings to create/manage users but not have access to the record settings. I believe this can be accomplished by adding a checkbox option labeled Record Settings i...
Jessica Ream 3 months ago in PS Web App & Platform / Settings & Administration 0

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

Share settings do not allow a company to restrict records from the main project company.

This item was originally submitted as a defect with PS-46323. The problem is regarding how the share settings work under Project Settings>Record Settings> Any form>General>Share settings>Project Company Checkbox. If a client uncheck...
William Atchison 4 months ago in PS Web App & Platform / Settings & Administration 0

Add a Trimble ID and Last Login column in Portfolio Settings>Users.

Add a Trimble ID and Last Login column in Portfolio Settings>Users. If Trimble ID is blank or does not exist, there should be a resend invitation link next to the username. The TID column will indicate if the user has successfully created a Tri...
Trimble ProX Team almost 2 years ago in PS Web App & Platform / Settings & Administration 0

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

Ability to change the default for the Include As in Emailed Reports

In ProjectSight when you select a report to email and there are files attached it currently defaults to include AS – LINK. You have the option to use the drop down and change from LINK to ATTACHMENT or EMBED IN REPORT. Would like the ability to be...
Jessica Ream about 2 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Allow Portfolio Administrators to view a users history / audit log

This could be useful for auditing a user's access and how they obtained it, and ensure proper procedures or requests were made if a company requires them. There should also be an audit log to see who made changes to Portfolio / Project Settings an...
Peter Baez over 2 years ago in PS Web App & Platform / Settings & Administration 0

Allow Change to Cost Period at Portfolio Level

Currently to change the cost period users have to go into each project individually and change this in settings. It would be a HUGE time saver and insure all projects are updated on time if this could be updated at the portfolio level and push to ...
Katy Rodina over 1 year ago in PS Web App & Platform / Settings & Administration 1 Planned

Highlighted Required Fields

Can you give Administrators/Users the ability to have required fields highlighted rather than just having the * to indicate a field is required? Some people have difficulty seeing the *.
Ricci Stevens over 2 years ago in PS Web App & Platform / Settings & Administration 0

Unlock Cost Period

When viewing the cost period in ProjectSight via the project settings it automatically sorts from oldest to newest. Add the ability for a user to lock a sorting sequence for fields within the program.
Nick Weilemann 5 months ago in PS Web App & Platform / Settings & Administration 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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