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 93

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 over 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 over 3 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 4 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 over 2 years 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 almost 2 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 over 4 years ago in PS Web App & Platform / Settings & Administration 0

Option to Make Linking Photos Required

Currently there is no way to require a user to upload a photo or link a file before saving a record. For some Users, they are required by their company to link a photo to every Checklist for example.
Hunter Dickerson almost 3 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 almost 3 years ago in PS Web App & Platform / Settings & Administration 0

Need Option to Hide All Records Unless Participating In It

Currently our users create all records but not all users in our company (i.e. the company assigned to the project) should see all records. The Sharing Option works for external users well so if it's set to "Share with Companies Participating in th...
Mercedes Green about 1 year 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 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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