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 94

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 2 years ago in PS Web App & Platform / Settings & Administration 1

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 about 1 year ago in PS Web App & Platform / Settings & Administration 0

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 almost 6 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

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 3 years 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 4 years ago in PS Web App & Platform / Settings & Administration 1

Further languages

Other languages should be available such as German, Czech, Slovenian, Croatian, Italian
Guest about 1 year ago in PS Web App & Platform / Settings & Administration 0

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 over 4 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

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 5 years ago in PS Web App & Platform / Settings & Administration 1 Future consideration

We would like the ability to add a group of users to a project/project template instead of just adding users individually.

We have a group of users that need to be able to access any project as a PM and backup the actual PM on the project in his/her absence. This group does not have Portfolio access. We would like to add this group to project teams. We also need to be...
Guest about 1 year ago in PS Web App & Platform / Settings & Administration 0

Ability to create Distribution Lists without needing to enter or have access to Settings

End users would benefit from being able to easily create their own distribution lists without needing to be an admin/have access to settings. This could be accomplished by allowing distribution lists to be created on the fly when creating records/...
Guest over 5 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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