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

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

Need security option for Settings. Specifically the ability to uncheck/unlock Portfolio Inherited settings in a project.

The client needs the ability to secure the Portfolio inherited checkbox in Project Settings. They need to have some Security Roles have access part of the Settings (companies, contacts, etc), but they do not want these same roles to be able to unc...
William Atchison over 1 year ago in PS Web App & Platform / Settings & Administration 0 Planned

Date Field Modification

When altering a date field in ProjectSight backspacing clears out both the preceding and successive information. Allow backspacing to delete only the preceding information one character at a time.
Nick Weilemann over 1 year ago in PS Web App & Platform / Settings & Administration 0

General Invoice Character Limit Adjusting

In the settings for General Purchase Order you can adjust the character limit when auto numbering is enabled, this is not an option for General Invoice which is causing the user to go in and renumber as they add line items.
Nick Weilemann almost 2 years ago in PS Web App & Platform / Settings & Administration 0

Security Roles - Required Field Indicator

It would be helpful in the (Settings > Security Roles > (Security Role) > Fields Tab > (Record Type), if there is some type of visual indicator of what fields are required (both system required and customer required). Maybe an asterisk...
Guest almost 2 years ago in PS Web App & Platform / Settings & Administration 0

System Required Field Indicator in Field Attributes

When looking at the (Portfolio Settings > Records Setting > (Record) >) Field Attributes for each record type, it would be great if there's another visual to indicate which fields are "system" required (vs. customer required). For example...
Guest almost 2 years ago in PS Web App & Platform / Settings & Administration 0

Record Number Character Limit

Currently if a Record Number is set to manual entry, you cannot set the character limit. Record Number should show up in Field Attributes and should allow you to set the min and max length if set to manual entry.
Hunter Dickerson almost 2 years ago in PS Web App & Platform / Settings & Administration 0

Better "Manual" Numbering

For certain record types, we prefer to disable the "Auto increment number" feature, which gives our users a little more flexibility in their numbering schemes. However, ProjectSight doesn't sort record numbers correctly if users mix numbers with a...
Brendan Radich almost 2 years 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

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

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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