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

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 almost 3 years ago in PS Web App & Platform / Settings & Administration 1

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

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

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

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 almost 5 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 about 3 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 over 3 years ago in PS Web App & Platform / Settings & Administration 0

Include Timezone in Portfolio or Project Settings

It would be useful if there was the option to add a timezone in the portfolio or project settings so that when reports are printed the "printed on" date is correct.
Guest over 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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