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

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

Portfolio/Project Field Settings should affect the pop-up windows as well.

When Fields are set to be view only or removed they will still appear on the pop-up windows. Setting the Field Settings should be affecting those fields as well. EXAMPLE: I have set the Contracts "Rules" Field to be view only and default to Contro...
Guest over 3 years ago in PS Web App & Platform / Settings & Administration 0

Show User Names in Various User Selection Dialogs

Show User Names in Various User Selection Dialogs. Not everyone recognizes a user by their email address.
Dwain Wood about 4 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

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

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

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

Hide Fields in Record Settings

If there is a field in a record that the client does not want to see, you have to go through each security group: -> Fields Tab-> Scroll and select the record -> Expand Fields and change it so that it isn't visible for that security group...
Ross Cravens 12 months ago in PS Web App & Platform / Settings & Administration 0

Specify To and CC contacts in one Distribution List

Enhancement description: The ability to have specified To and CC contacts within the same distribution list would be very helpful. This would save a lot of time, streamline the process, and simplify training. What are we trying to accomplish? Make...
Trimble ProX Team almost 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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