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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.

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PS Web App & Platform

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Template Records on Template Project

Add the ability to populate template records like meeting minutes and/or action items so an import/export is not required on each job.
Henrick Malpica 8 months ago in PS Web App & Platform / Record Management 0

Apply Meeting Minutes Formatting to Printed Reports

In ProjectSight, you are able to change the font, bold, underline and bullet. When you change the font size and then print a system report the font size doesn’t always show on the report even though it shows up in the module in Projectsight. In th...
Jessica Ream over 1 year ago in PS Web App & Platform / Reports 3

Need users to be able to upload and use their own stamps with logos and signatures on Submittals

I like the new features but we will need the ability for our users to upload their own stamps. When reviewing Submittals, our consultants each have their own stamps, that have logos and signatures on them, that they need to use. Once uploaded, tho...
Mercedes Green over 1 year ago in PS Web App & Platform / Document Control 0
109 VOTE

Ability to just download any attachments from ProjectSight notfications without having to login ProjectSight.

Client wants to download any attachments from a ProjectSight notification automatically, via a link in the email. Third party clients such as Architects may not be albe to login, or be willing to login just for attachments. They would prefer to ju...
Guest over 5 years ago in PS Web App & Platform / Notifications 2 Future consideration

Allow PA to mass unlock records in all cost modules

Right now, records lock based on workflow. If user needs to make a universal update or change information, PA needs to go into each individual record and unlock and save for the changes to be made. Give the PA power to select multiple records in C...
Katy Rodina 9 months ago in PS Web App & Platform / Workflow 1

Main Contact Auto Selection

Currently, you have 1 main contact associated with each company. Therefore when filling out a company field on a purchase order, transmittal, contract, and/or other module records it selects the main contact automatically. This makes it an extra s...
Henrick Malpica over 1 year ago in PS Web App & Platform / Companies & Contacts 2

Include User Defined Fields in Search and Filter Panel

Search and Filter Panel is currently limited to specific system fields only. Please dynamically add any custom field created for the record automatically also to the search and filter panel to allow the user to filter the list view.
Michael Handlmaier over 3 years ago in PS Web App & Platform / Navigation / UI 0

Delete a Checklist template

The ability to delete a checklist template that was once published and then unpublished.
Kiet Lam 20 days ago in PS Web App & Platform 0

Create a default setting for drawing layers at portfolio level

It would be nice to have a default setting for the layers/markups that are visible on drawings that is portfolio wide. For example, we almost never want to start by seeing annotation labels, it makes the drawings too crowded, and we have to turn i...
Alyssa Schorer about 1 month ago in PS Web App & Platform / Drawings 0

The RFI import has no option to designate for the contact asking the question. It puts the User/contact executing the import.

Client would like a field to designate the contact asking the question on an RFI. This is important to their business process. When they enter an existing project they have no way to enter RFI for the correct contact whom is asking the RFI Questio...
William Atchison about 1 month ago in PS Web App & Platform / Document Control 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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