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 92

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 over 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 over 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

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

Make it easier to change spec section list

In record settings under Submittals, it would be nice to be able to batch edit (batch delete) sections instead of one-by-one (as a side note, when attempting to do it one-by-one the plus sign and the x sign start to move out of line and become har...
Guest over 5 years ago in PS Web App & Platform / Settings & Administration 0

Submittal Package Assigned to a Trade from the Lookup List in Settings

Trade is in the Lookup List in Project Settings but when setting up a Submittal Package, the lookup list is not available. It appears to be a free data entry form. This will lead to inconsistencies such as one person using "Concrete" and another p...
Dwain Wood 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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