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 2626 of 2626

    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 3 years ago in PS Web App & Platform 0

    Programable Custom Fields / Ability to use Formulas in Custom Fields

    Allow the custom fields to be created and use formulas and other fields existing in the records to calculate what populates in the custom field. For example, if we add a custom field in the line level detail of the CI for amount in foreign currenc...
    Katy Rodina over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

    Add Project Name to Project Directory

    I work with multiple projects at our company and I'd like to see the project name included at the top of the Project Directory. There is no reference at this time to project name or number.
    Guest over 1 year ago in PS Web App & Platform / Forms 0

    Add Checklist Templates to API

    We would like to see access to Checklist Templates through the ProjectSight API. While you can access checklist instances, we have not see a documented capability to fetch or manage Checklist Templates. Our primary interests are in being able to l...
    A R 6 months ago in PS Web App & Platform / API 1

    In-App Editing of Excel and PDF

    Client would benefit from ability to pull up an excel or pdf from anywhere in the system and edit within the ProjectSight app, without having to download/edit/save/upload. This would be much more convenient and would save a great deal of time for ...
    Guest almost 7 years ago in PS Web App & Platform / Integrations 0 Future consideration

    Retain Workflow Roles Across Projects to Streamline Setup

    I’d like to suggest an enhancement regarding the Workflow Roles under the Team Members tab when setting up new projects. Currently, it is required to manually assign workflow roles for each new project, even when the roles remain the same across m...
    Tim Long 6 months ago in PS Web App & Platform / Settings & Administration 0

    List Projects by Project Number and Name for Project Permissions

    When assigning user permissions within ProjectSight, the project search currently displays only the project name. For our workflow, it is critical to also see the Project Sequence Number alongside the project name in the search results. I would li...
    Tim Long 6 months ago in PS Web App & Platform / Settings & Administration 0

    Allow multi-page drawing PDFs in drawing sets

    Enhancement description: Ability to upload multi-page PDF (Specifications) in drawing sets What is the customer trying to accomplish? Client wants to upload a multi-page PDF file in drawing sets without getting split How is the lack of functionali...
    Guest almost 7 years ago in PS Web App & Platform / Drawings 0 Future consideration

    Ability to assign Project Roles to distribute documents in RFIs & Submittals

    Enhancement description: Ability to assign Project Roles to distribute documents in RFIs & Submittals What is the customer trying to accomplish? Client wants the ability to assign RFI's or Submittals based on Project Role How is the lack of fu...
    Guest almost 7 years ago in PS Web App & Platform / Document Control 0 Future consideration

    PCO Data Entry Field - Revert

    The new format for the PCO data entry field is horrid. The description box is tiny, finding contract #'s and contractor names takes longer, etc. This has made my time much less efficient. Please revert back to previous format.
    Adolfo Cordero about 1 year ago in PS Web App & Platform / Budget & Cost Management 1

    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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