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

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

Ability for project admin to add existing PS users to a new project without having access to portfolio settings

Project Admins having issues adding a user to a new project when that user also already exists in the Portfolio as a user. Adding a brand new user works, but when adding an existing user (It fills out the First and Last Name and Company since it a...
Guest about 5 years ago in PS Web App & Platform / Settings & Administration 0 Already exists

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 about 2 years ago in PS Web App & Platform / Settings & Administration 0

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

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

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

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

Master Projects

Acme Hotel' is the master project and then you would be able to create subprojects that are children of the parent and be able to go into a module and choose the subproject from the master project. For example, navigate to the Acme Master Project,...
Ricci Stevens almost 3 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

Import Project Specific Lookups

The ability to import project-specific Lookups would be highly beneficial. Especially when you are testing migrations in one portfolio prior to bringing the data into a live portfolio. Currently, you have to manually add each deviation from the po...
Ricci Stevens almost 3 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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