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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Showing 2192

minutes should print all action items

When attempting to print the meeting minutes, it does not print any of the action items. Yes it is an option on the pull down screen to print them, however it does not work. In fact all the options for printing meeting minutes do not print anythin...
Jonathan Elder over 3 years ago in PS Web App & Platform / Document Control 0

Ability to print to Excel - Checklist Ad-Hoc Templates

Ability to print or export to Excel
Melissa Moore over 3 years ago in PS Web App & Platform / Field Management 0

When uploading a Zip file containing a folder structure retain this in File Library

Description: When uploading and unzipping a ZIP file with a folder structure, create the folder structure in the File Library if any is included
Guest over 5 years ago in PS Web App & Platform / File Library 0 Future consideration

Security Option to modify records only by participating company

Currently security settings only allow to either enable/disable create/modify records. If we want to give contractors the ability to create RFIs in PS they automatically can modify every RFI that is shared and not yet locked in the system. We woul...
Michael Handlmaier about 4 years ago in PS Web App & Platform / Security Roles 1

Enable a field to have a default value of another field

We at times need a standard or custom field to default to a value of another field on the same record. For example, we created a Contract Amount field and want it to always default to the Applied Amount (Bdgt) amount. So similar to how you can set...
Mercedes Green 12 months ago in PS Web App & Platform / Portfolios 0

History Filter & Search Options

The history of a record can become really cumbersome to scroll through. It would be great if you could filter the history by specific actions. For example, POs tend to have a long history that includes all of the actions within that record as well...
Hunter Dickerson over 2 years ago in PS Web App & Platform / Forms 1

RFI & Issue Impact Nomenclature

It would be useful to have access to change the nomenclature of the Impact Tab from 'Not Sure' to 'TBD'. This field is currently not available to be changed and we are finding from our Trade clients that all RFIs and Issues are TBD pending the res...
Ricci Stevens over 1 year ago in PS Web App & Platform / Record Management 1

Drawing Viewer - Current Drawings (File Library)

Can we add the ability for the drawing viewer to add a folder with all current drawings to the file library?
Henrick Malpica over 1 year ago in PS Web App & Platform / Drawings 0

Drag and Dropping Outlook Emails to 'Upload'

When you drag and drop an email as a file into 'Upload File' feature it removes it from Outlook Inbox/Files (goes to the trash). Is there a way to get this to be a copy of the email rather than removing it from Outlook?
Carrie Gilbert almost 4 years ago in PS Web App & Platform / Links 0

Attaching files to company records

Enhancement description: ProjectSight - Ability to Attach files to company records What is the customer trying to accomplish? It would be good to store & view files that are company-level on the company record itself. How is the lack of functi...
Guest over 5 years ago in PS Web App & Platform / Companies & Contacts 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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