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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Client branding in ProjectSight

Client Branding - Should be able to brand the system and show client logo on all screens, Client requesting to see their name on the screen top left, Trimble top right
Guest about 5 years ago in PS Web App & Platform / 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 a project or Portfolio log to see user activity: Logins, records deleted, records added, records modified, date time stamps.

Clients would like to identfy users activity. They would like to know who might have deleted or added a record. They would like to know when users logged in previously.
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 1 Future consideration

Provide an Admin option that just allows for administering Users without access to all the other Portfolio settings.

Client's want the ability to just have a User Admin without the permission to change other settings in the Portfolio. This has negatively impacted a Portfolio previously.
Guest almost 4 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

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

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

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

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

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

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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