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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Trimble Connect Plugin

A small sidebar plugin for Trimble connect that allows users to creat RFIs, issues, potential change orders, punch items etc. As well it should allow users to connect PS content such as photos or documents directly to objects in Connect, and vice ...
Guest over 1 year ago in PS Web App & Platform / Integrations 0

Retainage Tracking at Budget Level

Clients are asking for the ability to see the retainage withheld at a budget level and not just at the Contract Invoice level. Having this capability would be very beneficial for a complete financial view of the project.
Ricci Stevens about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

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

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

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 about 5 years ago in PS Web App & Platform / Document Control 1

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

Allow meeting notes to be copied into a new meeting with a different title. That will save a lot of time for meetings with the same general agenda.

An alternative to this is to be able to create a meeting 'templates' that can setup default line items in newly created meetings. Again, this will save time on standard meetings.
Guest over 2 years ago in PS Web App & Platform 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 almost 4 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 almost 4 years ago in PS Web App & Platform / Companies & Contacts 0

Could we add a notes field in the PCO item grid that carries over to the SCO and Contract Invoice?

Currently for Schedule of values from a contract you can add notes to the field in that grid, and they carry over to Contract Invoice. The notes field displays in the Contract Invoice item grid. That notes field also shows on the rows for SCO and ...
William Atchison almost 2 years ago in PS Web App & Platform / Budget & Cost Management 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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