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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.

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PS Web App & Platform

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Search bar in record lists should search all record fields

Enhancement description: The search bar should allow for searching any field in a record and allow users to specify which field to search in contextually if needed. What are we trying to accomplish? Make searching for certain records easier and fa...
Guest about 5 years ago in PS Web App & Platform / Search 0 Planned

New Budget View does not allow easy tabbing through a column as before.

Before the client could click into one cell, enter that item, hit enter, and that would move to the next budget code/row. Now the Enter has changed and no longer moves you to the next row. Also the Tab just moves right and left between the columns...
William Atchison over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Allow Blank Filter Values for Import Modules to Update Missing Fields on just those records

A lot of the time we are using the Import/Export to update existing records. If many records are missing a value (Type of Company on the Companies form) the only way to update just these companies is to export everything, adding a lot of unneeded ...
Mercedes Green over 1 year 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

When deleting Contact a prompt states linked to a default assignee.

It would great if the error message for deleting a contact when there is a default assignee, if the message would include where the default assignee is located. Otherwise the client is searching every form until it is found.
William Atchison almost 2 years ago in PS Web App & Platform / Companies & Contacts 2

Export Submittals and RFIs while being sorted

We would like to be able to sort our submittal/RFI list and then export to excel with it keeping the list sorted, so that we can make changes in Excel and then reimport the list into Projectsight. Right now when we sort the lists and export, it ex...
Aaron Deister over 1 year ago in PS Web App & Platform / Document Control 0

Add More Detail Columns to Budget Transaction Detail

Currently the budget code transaction detail only shows you the commitment number. Add column for the Company, transaction date, transaction total would be helpful.
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add Paid Date Filter to the Right hand side filter panel in General Invoices

In Contract Invoices you are able to filter the list view by paid date. This is not an available option in General Invoices. Please add so we can consistently run reports in both modules.
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add the "Save & Add New" Button as an option when you use the Copy function for a budget code

In the budget, when you are adding a new budget code you have the button at the top to add where you need to enter all of the back end detail. or you can use the copy function which will generate the box for you to be able to make whatever modific...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Hiding Potential Change Headings from specific Security Roles

Currently, there is no way to hide the header fields in PCOs making it so you cannot hide an estimated/proposed cost value in a PCO from a security role.
Henrick Malpica over 1 year ago in PS Web App & Platform / Security Roles 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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