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 1999

ProjectSight Audit Reporting

In the portfolio settings under Administration, the "Companies" and "Users" are greyed out. We would like to be able to run audit reports on our users. We would like to be able to see what jobs they are assigned to, what modules the user has used ...
Melissa Moore about 6 hours ago in PS Web App & Platform / Settings & Administration 0

Ability to make Discipline Required in Drawings

It would be great to make the discipline a required field when uploading drawings. It just makes everything flow easier when the discipline is populated.
Ricci Stevens almost 2 years ago in PS Web App & Platform / Drawings / Settings & Administration 0

Assigning Users to Projects

I have a few suggestions when adding users to projects. 1. The Project Permissions list viewable under each User is a very small area. Please make this area extend to the bottom of the side panel.2. No Project Numbers are included. Please add the ...
Guest over 3 years ago in PS Web App & Platform / Settings & Administration 0

Breadcrumbs for Record Settings

Current Breadcrumbs for individual modules withing the Record Settings does not list Record Settings. It would ease navigation to have this included so users can go back to Record Settings and edit a different module's settings without having to n...
Guest almost 4 years ago in PS Web App & Platform / Settings & Administration 0

Ability to limit feature access in portfolio settings.

Ability to limit feature access in portfolio settings. Currently, you can limit access to Manage Roles, Manage Users and Spec Sections. There is not a way to prevent users from accessing Report Settings,Record Settings,Budget & Cost Management...
Trimble ProX Team 4 months ago in PS Web App & Platform / Settings & Administration 0

Portfolio Level Distribution Lists

We have certain documents that need to be distributed to corporate-level people who have access to many projects. It would be helpful if we could create Distribution lists at the Portfolio level that are available to all projects in the portfolio.
David Olivet over 3 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

Close a Project

We need a way to close a project by taking the entire project to a read-only state preventing changes, further integrations, etc.
Ricci Stevens over 2 years ago in PS Web App & Platform / Settings & Administration 0

Portfolio/Project Field Settings should affect the pop-up windows as well.

When Fields are set to be view only or removed they will still appear on the pop-up windows. Setting the Field Settings should be affecting those fields as well. EXAMPLE: I have set the Contracts "Rules" Field to be view only and default to Contro...
Guest over 3 years ago in PS Web App & Platform / Settings & Administration 0

Show User Names in Various User Selection Dialogs

Show User Names in Various User Selection Dialogs. Not everyone recognizes a user by their email address.
Dwain Wood almost 4 years 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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