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

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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 3 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 over 5 years ago in PS Web App & Platform / Settings & Administration 0 Already exists

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 over 3 years 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 over 4 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 over 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 over 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 about 3 years ago in PS Web App & Platform / Settings & Administration 1

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 over 4 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 over 1 year 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 about 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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