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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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

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

External Links by Security Role

We would like to be able to control visibility of external links based on security role.
Brendan Radich about 2 years ago in PS Web App & Platform / Settings & Administration 0

Adding unregistered users in Portfolio settings User should have a note that the user needs to add an account.

A number of Admins and users seem to be unclear that an account needs to be made for new users to Projectsight. Could we add a note or Tool tip reminding Admins creating users in the Users section? If a first and last name has to be typed then thi...
William Atchison over 2 years ago in PS Web App & Platform / Settings & Administration 0

Project Users when batch changing Security access role. Allow for an option to select the default roles.

This would allow clients to select their users with the already defined default role to add all those users at once. Right now there is no option for this and you are not taking advantage of the already set default security role. Currently you can...
William Atchison over 2 years ago in PS Web App & Platform / Settings & Administration 0

Provide Timezone conversion between profiles with a Timezone set with the Portfolio or Project.

This would be useful for a client, so they could see the local time for the project's location. The conversion would work if a user with a profile timezone difference entered data, and the timestamp converted to the set Portfolio or Project timezone.
William Atchison almost 3 years ago in PS Web App & Platform / Settings & Administration 0

Nomenclature option for Module names

Enhancement description: Have a nomenclature setting available to rename the modules in Projectsight e.g. Budget & Cost Management, Field Management, Document Control. What are we trying to accomplish? Have more control over the naming of each...
Guest over 3 years ago in PS Web App & Platform / Settings & Administration 0

Custom Field Visibility

Custom Fields can be shared across forms in ProjectSight but there is no way to see where all the Custom Field has been linked. Quantity Fields and Responsible Company are common fields that are being added to multiple forms across multiple portfo...
Ricci Stevens about 4 years ago in PS Web App & Platform / Settings & Administration 0

Add ability to remove yourself as a user from a project or portfolio

This would benefit support significantly for access to client projects and portfolios. Once a problem is resolved, access is no longer needed.
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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