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 86

Project Administration - Better Break Down

Need the ability to better assign and control Project Level Administration. Specifically, we want to give users access to manipulate the following items without the ability to control Record Level Permissions. * Distribution Lists* Locations* Chec...
Ricci Stevens over 2 years ago in PS Web App & Platform / Settings & Administration 1

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

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

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

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

Required Dates Fields - Empty

Customer needs the ability to have default date fields be empty rather than default to 'today'. Field can be set to 'empty' in settings but then ProjectSight defaults it back to 'today'. The primary need is in Purchase Orders and General Invoices.
Ricci Stevens over 2 years ago in PS Web App & Platform / Settings & Administration 0

Allow Portfolio Administrators to view a users history / audit log

This could be useful for auditing a user's access and how they obtained it, and ensure proper procedures or requests were made if a company requires them. There should also be an audit log to see who made changes to Portfolio / Project Settings an...
Peter Baez over 2 years ago in PS Web App & Platform / Settings & Administration 0

Active Administrative Help

It would be extremely helpful if you had some popup explanation of the various Administration features without having to fully open the Help System. Example: Features > File Library When you hover over over File Library, it explains what the ch...
Ricci Stevens 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

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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