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

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

Make it easier to change spec section list

In record settings under Submittals, it would be nice to be able to batch edit (batch delete) sections instead of one-by-one (as a side note, when attempting to do it one-by-one the plus sign and the x sign start to move out of line and become har...
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0

Further languages

Other languages should be available such as German, Czech, Slovenian, Croatian, Italian
Guest 3 months ago in PS Web App & Platform / Settings & Administration 0

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 3 months ago in PS Web App & Platform / Settings & Administration 0

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 4 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 4 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 5 months ago in PS Web App & Platform / Settings & Administration 0

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

General Invoice Character Limit Adjusting

In the settings for General Purchase Order you can adjust the character limit when auto numbering is enabled, this is not an option for General Invoice which is causing the user to go in and renumber as they add line items.
Nick Weilemann almost 2 years ago in PS Web App & Platform / Settings & Administration 0

Portfolio Identifier

Please add the Portfolio Name to the header when in Portfolio Settings. For users that manage multiple portfolios, this would make things much easier to manage if we did not have to constantly go back to the General Settings to verify which portfo...
Ricci Stevens about 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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