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 10 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 11 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 about 4 years ago in PS Web App & Platform / Settings & Administration 1

Auto Log Out After Set Period of Time

It'd be really helpful to have the system automatically log a user off after they have been idle for a set period of time. This would be helpful since the background refresh doesn't seem to update the user automatically as new items, comments, etc...
Kelly Rasmussen 6 months 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 12 months 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 about 5 years ago in PS Web App & Platform / Settings & Administration 1 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 about 3 years 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

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 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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