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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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

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 9 months ago in PS Web App & Platform / Record Management 0

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

Different Reports by Status

We use the status to differentiate kinds of reporting. We can only have one report notification for all status changes. It would be handy for us to be able to make different reports depending on the status.
Nancy Burriss 20 days ago in PS Web App & Platform / Reports 0

Meeting Minutes- Send Invitation should integrate with outlook

When you click on the Send Invitation button in the meeting minutes module, it would be nice if the invite would open up in a Outlook Calendar invite window. That way you could turn on a Microsoft Teams link and it would go straight to peoples cal...
Jeremy Block 9 months ago in PS Web App & Platform / Document Control 0

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 10 months ago in PS Web App & Platform / Workflow 1

Improved Data Table Viewing 3D Models

Using the Data Table while viewing models is not very helpful. Only a limited amount of model metadata is available. It does not replace Navisworks for viewing models where I can search and find item based on deeper AutoCad metadata. Also, scrolli...
Luke Koenig 21 days ago in PS Web App & Platform / Models 0

Custom Fields Lookup Lists

Currently, exporting and importing lookup lists for custom fields is not supported at the project level. I have a custom field with approximately 75 entries that I need to sort, but the only available option is alphabetical sorting. Manually adjus...
DeAnn Westbrook 2 months ago in PS Web App & Platform / Custom Fields 0

Maintain bookmarks from original documents

The PDF bookmark feature is not available in the ProjectSight PDF Download. This means that submittals downloaded lose all original bookmarks. It is important to maintain these bookmarks. Adding them back in is time consuming.
Leisa Peterson over 1 year ago in PS Web App & Platform / Document Control 0

Drawings - Custom Views

Currently, there is no way to sort the drawings in the order they were uploaded. So if someone is viewing the drawings on a paper copy in the field it would be helpful to say go to page 12 which is the 12th page of the drawing set. ProjectSight Au...
Henrick Malpica 11 months ago in PS Web App & Platform / Drawings 3

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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