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

Showing 2034

Allow Export/Import in Contract Invoice

Export/Import is currently not available for Contract Invoices. This function would be helpful for 2 reasons: There are several custom fields used in CI that need to be updated on a regular basis for multiple records. Right now, you have to go int...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Multi-Select Reports

There are several workflows that require us to print multiple reports for one record. We then need to download them separately and combine them in Adobe. If we could have an option in the print screen to select multiple reports (custom or not) at ...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Would be good to be able to save files directly to Project Sight rather than saving files in a folder on my computer and then uploading to Project Sight.

No description provided
Guest about 5 years ago in PS Web App & Platform / File Library 0

Preloading Files in a template project

Is it possible to preload files in a template project that will pull over along with the folders? This would be when creating a new project from a template project.
Henrick Malpica about 2 years ago in PS Web App & Platform / File Library 0

Provide Browser support for iPADS, so additional forms are available through an iPAD.

Client needs to be able to access ProjectSight through iPADs with a browser. They want access to other forms and features not available in Mobile.
Guest over 4 years ago in PS Web App & Platform / Daily Reports 0

Quick Response (QR) code

Ability To generate a Quick Response (QR) code for any record in ProjectSight, in order to quickly locate a record, or record new information/location.
Jane Shulzhenko over 4 years ago in PS Web App & Platform 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 Security to Record Status

Currently, it looks like any full access user can change the status to whatever they want. Since the Status field is linked to notifications and record locking, I need to be able to limit who is able to approve records based on their role or user ...
Byron Grimm over 5 years 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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