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 29

Add in ability to set default budget codes and accounts when adding 'Default Markups' on PCO's to increase productivity and minimize mistakes

Having to go in and set this each time (and double check other peoples work to make sure it was set by them) just eats up time and also creates the likelihood of an error occurring. If it were automatically set, it would be a much cleaner task to ...
Guest almost 3 years ago in PS Web App & Platform / 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 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 over 5 years ago in PS Web App & Platform / Integrations / Workflow 0 Future consideration

Record Locking Conditions based on Security Groups on each Form

Allow for record locking based on certain Security Groups membership, rather than for all Security Groups, on a form by form basis. For example, it would be preferred that when an RFI is closed, the Closed status locks the records for certain Secu...
Julie Adler almost 3 years ago in PS Web App & Platform / Workflow 0

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 over 4 years ago in PS Web App & Platform / Reports / Workflow 0

Add workflow options for companies performing construction management only

example: submittal process flow General Cont to Const. Manager to Arch/Eng back to Construction Manager to General Contractor
Guest over 4 years ago in PS Web App & Platform / Workflow 0

Display Document Title in Web Tab

When working with multiple drawing tabs open in Chrome, each tab says "Drawing-Project Name". If the Drawing Number was displayed first in the Tab it would be much easier to navigate through open tabs. Same with RFI Numbers.
Guest about 2 years ago in PS Web App & Platform / Workflow 0

Offer Option to NOT Flatten PDF Files When Uploading

Offer an option as to whether the file is to be flattened or not. When markups are made in Bluebeam, the markups are listed in the markup list at the bottom of Bluebeam. After uploading to ProjectSight and someone downloads it, the markups are no ...
Dwain Wood about 3 years ago in PS Web App & Platform / Drawings / File Library / Workflow 0

Allow a default assignee to save even if the record creator lacks the assign permissions or rights.

Clients often want a security group to create records but not necessarily edit them. For example an RFI is a case where a sub may create the RFI, but the client would not want them to assign the RFI. Currently even if there is a default in place f...
William Atchison over 3 years ago in PS Web App & Platform / Workflow 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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