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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Ability to Print drawings linked to RFIs and Submittals with the PDF

Currently if you use the link button when creating an RFI and select a drawing that is in project site when you print that RFI to PDF it does not print the linked drawing as a PDF. Instead it includes it as link on the cover sheet which is not hel...
Guest about 1 month ago in PS Web App & Platform / Document Control 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

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

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

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

Define (Grid squares) boxes requiring data

The no-definition options and no grid outlines create difficulties for users to see which fields require inputs. If we had the option to either turn on grid outlines or change colors for inputs compared to background color, this would assist our f...
Josh Bruce 21 days ago in PS Web App & Platform / Performance 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 8 months ago in PS Web App & Platform / Document Control 0

Improved File Library UX

The File Library UX is clunky. Specifically, the columns in list view are annoying to increase their width. I cannot directly increase the width of the file name column to view the full file name. The column edge when dragging gets stopped at the ...
Luke Koenig 22 days ago in PS Web App & Platform / File Library 0

Perhaps an area to create different categories (Like Labor with photo upload capabilities) that apply to your job or company.

Our company likes to add photos of our material on site. They also like to have front, back and side views of the job site each day to show progress. To have a space to show this info would be nice. At the moment I am having to add it to Notes eve...
Guest 3 months ago in PS Web App & Platform / Daily Reports 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

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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