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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Checklist: Mandatory Items

Requirement to complete every item before the checklist can be passed. This should be an optional setting when setting up a checklist template.
Hunter Dickerson almost 3 years ago in PS Web App & Platform / Field Management 0

Meeting Minutes Attendee Manual Entry

There should be a way to add a meeting attendee manually to an individual meeting if they are not already listed as a project contact.
Guest over 3 years ago in PS Web App & Platform / Document Control 0

Option to exclude Portfolio Admins from the Project Contacts

When a new project is created, all members of the Portfolio Administrators group are automatically added as project contacts. There should be an option to exclude Portfolio Admins from the project contacts.
Trimble ProX Team over 1 year ago in PS Web App & Platform / Project Home Page / Dashboard 0

Please Add Tax Field to Companies and Pull From Company on Commitments and Invoices

Taxes for Vendors are determined by accounting (in our case they are setup in Vista). These taxes need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ProjectSight. On...
Mercedes Green over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Create a method to show the current amount available for all Contract line items for a period.

Create a method to show the current amount available for all Contract line items for a period. Show what is paid and pending against every line item so they can determine how much is still available. The business reason is to see the amoun...
Michael Worthington over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add in ability to set default budget codes and accounts when adding 'Default Markups' on PCO's to increase productivity and minimize mistakes

Having to go in and set this each time (and double check other peoples work to make sure it was set by them) just eats up time and also creates the likelihood of an error occurring. If it were automatically set, it would be a much cleaner task to ...
Guest almost 3 years ago in PS Web App & Platform / Workflow 0

Submittal Package Date Tracking

Rarely are individual submittal items sent for review by themselves; they are almost always put into a submittal package with other items. It would be beneficial to have a date tracking system for packages that tracks when the entire package was s...
Guest over 4 years ago in PS Web App & Platform / Document Control 0

Add embedded PDF's as a Checklist Template Line Type

When creating a checklist template, the user is offered line types. For example, drop downs, currency, date, memo, signature, yes/no, etc. The option to embed a writable PDF into the checklist template, allowing each checklist to individually edit...
Jeremy Block 9 months ago in PS Web App & Platform / Field Management 0

Drawing Upload - Define Multiple Place for Title Pull

There should be a way when PS is uploading drawings to change the location we define the drawing's title, drawing date, etc. Now, if you process a few drawings from one designer and then another designer who have title boxes in different locations...
Guest 9 months ago in PS Web App & Platform / Drawings 0

Default Assignee - allow multiple roles

Each person can only have 1 role on the project team. We can only assign 1 role to the default assignees. There are records that need to be assigned to more than one role.
Nancy Burriss 9 months ago in PS Web App & Platform / Assignments & Courtesy Copies 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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