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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PS Web App & Platform

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Email Templates for Each Record Type

It would be very useful if we could build email templates for each record type, at the portfolio level. When emailing a record, the user could be presented with a dropdown to select from any available templates. The templates could automatically i...
Brendan Radich over 3 years ago in PS Web App & Platform / Reports 0

Send files via Transmittals

We would like the ability to easily upload files to send via the Transmittals & Correspondence module. The main goal is to have a simple way to send files to recipients without requiring them to log into a web site such as Connect to download ...
James Vandezande about 3 years ago in PS Web App & Platform / Document Control 1

Breadcrumbs for Record Settings

Current Breadcrumbs for individual modules withing the Record Settings does not list Record Settings. It would ease navigation to have this included so users can go back to Record Settings and edit a different module's settings without having to n...
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0

The ability to turn off PCO budget and cost auto sync

In Prolog you could turn off the auto syncing of the budget & cost sides of PCOs. Related to PSW-I-746 - there are cases where you may not want both sides to match, for example when a PCCO is signed and the status fields are changed to execute...
Guest over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Need Staff Resource Module

This would work well with a new Project Schedule module so we can see Staff Allocations by role to each Project then see where the missing staff would be on say Pre-Con projects, by date etc. We currently use Bridgit Bench for this but we'd like t...
Mercedes Green almost 2 years ago in PS Web App & Platform / Budget & Cost Management 1

Cost Modules: Show Summary for Columns in List Views

It would be great if ProjectSight could show an (optional) summary line on list views for cost records, and maybe allow users to select the summary for each column, such as Sum/Average/Count/Minimum/Maximum.
Brendan Radich almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Meeting Minutes Formatting

Change size of "COMMENT" on the meeting minutes report so it does not look like a new section. Currently this is larger and bolder than the actual meeting minute topic/description.
Guest over 3 years ago in PS Web App & Platform / Document Control 0

A button to resend an invitation to ProjectSight/a Project without having to delete and re-add users.

This would be useful because then you would be able to quickly and easily resend an invitation without having to go into the portfolio settings and delete a user and then having to re-add that user back in and relinking them to a project.
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0

RFI Revisions - No Option to Create

There is no option to create a revision to an RFI. A new RFI has to be created. Having an "R1" to an RFI is very helpful for the contractor, owner and architect. The function wouldn't even need to carry over the original response and answer. Just ...
Guest almost 5 years ago in PS Web App & Platform / Document Control 1

RFI Email Notification Link

when sending answered RFIs to Trade Partners utilizing the email notification in ProjectSight the link to the documents at the very bottom of the email. We are adding text in the box provide but the link should be placed at the top so it is easier...
Guest almost 4 years ago in PS Web App & Platform / Links 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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