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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Workflow

Showing 26

Worflow State Date Tracking

Can you add the ability to pull the Date from the activity stream for the Workflow State. A common custom field we are being asked to add is the 'Approved' date for various records. If we could just reference the date that Status/Workflow was sele...
Ricci Stevens almost 4 years ago in PS Web App & Platform / Reports / Workflow 0

Need "required to close" capability

Currently we get required fields but they have to be completed when the record is created. For every module we need to have ability to require a field before it changes to a set "Status". Example: Punch - require "corrective action" before "closin...
Benjamin Crosby about 4 years ago in PS Web App & Platform / Workflow 0

Add Default Role to Courtesy Copies

Ability to add a default User/Role to Courtesy Copies in addition to Assignment. Owners Reps often want to be copied on all RFIs, being able to set this in the workflow when assigning the default assignee would be beneficial.
Ricci Stevens over 4 years ago in PS Web App & Platform / Workflow 1

Allow the ability for others to see draft copies of records

currently:Only the user who created the record in Draft status can change it to a non-Draft status. Records in Draft Status can only be viewed by the user that created them, and records in a non-draft status cannot be changed back to Draft. If you...
Trimble ProX Team almost 5 years ago in PS Web App & Platform / Workflow 1 Future consideration

Download multiple pages as single PDF, without report.

Currently, when multiple pages are downloaded, each page is a separate pdf and each has it's own cover page. This creates an incredible amount of work on the user end when downloading large packages. Please create a function where multiple pages c...
Guest almost 5 years ago in PS Web App & Platform / Workflow 0

Projectsight Integration with Workflow automation apps (Zappier, Azuqua)

Enhancement description: Customers are utilizing workflow automation APIs like Zapier and Azuqua, which allows them to connect 1000s of different applications together using user friendly GUI based controls to have data move between them. Somethin...
Guest about 5 years ago in PS Web App & Platform / Integrations / Workflow 0 Future consideration

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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