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Settings & Administration

Showing 86 of 2008

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

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 for portfolio admins to see all projects in portfolio without needing to be a user in each project

Client requests ability for portfolio admins to see all projects in portfolio without needing to be a user in each project.
Guest about 5 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Add "Last Login" Date and Time

Ask: be able to see when was the last login date and time for a user.
Jane Shulzhenko over 2 years ago in PS Web App & Platform / Settings & Administration 1 Already exists

Delete User Language

From Portfolio Settings > Users When deleting a user, you are given the prompt, "WARNING: This action cannot be undone. All record data will be lost permanently." From Online Help > Users In the manual under the section titled "Removing user...
Brendan Radich over 2 years ago in PS Web App & Platform / Settings & Administration 0

Better Project Templates

I think templates need to be a special type of project, and they should have some sort of version control & change log available to them. That way, we could create jobs from a job template and then see what version of the template was used whe...
Brendan Radich over 2 years ago in PS Web App & Platform / Settings & Administration 0

Remove Headers on Attachments

Please add to Administrative Settings the ability to suppress attachment headers. Certain necessary file names can become very long and look unprofessional with the attachment being part of a contract generated out of ProjectSIght.
Ricci Stevens almost 2 years ago in PS Web App & Platform / Settings & Administration 0

Checklist Permission

Ability to have access to templates based on Security role.
Ricci Stevens almost 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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