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 Discard Changes on a Change Order after Creation Screen

Currently if you start creating a Change Order (SCO or PCCO) and enter the Description, Contract, and click "Create", it saves the Change Order. It would be great if it didn't actually save the CO as a new record until you click "Save" or "Done" o...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Delete User Language

From Portfolio Settings > Users When deleting a user, you are given the prompt, "WARNING: This action cannot be undone. All record data will be lost permanently." From Online Help > Users In the manual under the section titled "Removing user...
Brendan Radich about 3 years ago in PS Web App & Platform / Settings & Administration 0

Record Locking Functions - Security Settings

In ProjectSight, when a module has record locking on (like when closed) you can also change the security group to in settings for that security group to be able to unlock locked records. However, this allows them to unlock records in all modules, ...
Jessica Ream 9 months ago in PS Web App & Platform / Security Roles 0

Better Project Templates

I think templates need to be a special type of project, and they should have some sort of version control & change log available to them. That way, we could create jobs from a job template and then see what version of the template was used whe...
Brendan Radich about 3 years ago in PS Web App & Platform / Settings & Administration 0

Filter Submittals by Revision

Can we have the Revision field added as a filter? Running a report for the initial submittal log is difficult when you cannot filter for the revision field.
Ricci Stevens about 3 years ago in PS Web App & Platform / Document Control 0

Modify a Excel Sheet file while in Projectsight

We use a excel sheet to track a 6 step process. This is called a QPL (Quality Process Log) Currently PS It has to be downloaded,saved, then re-uploaded. To much work as this may be accesed several times a week. Not convinant at all.
Guest almost 4 years ago in PS Web App & Platform / File Library 0 Future consideration

Automated Backup Solution

We would like to see a backup solution to an external site in some form. While companies could build a custom solution to backup ProjectSight data using the API, I think there should be a simple GUI solution to backup to popular data storage platf...
Brendan Radich about 3 years ago in PS Web App & Platform / Record Management 0

Purchse Order Line Item Tax

We have 3 sales taxes (PST, PST Exempt, 12% PST for Fossil Fuel combusion systems) that we have to use and need to be able specifiy tax for each line item of a Purchase order.
Don Glaicar 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Email Notifications should carry Nomenclature Overrides

See attached marked up photo. We renamed 'Field Work Directives' to 'Project Notes' to fit our workflow, but email notifications still reflect default nomenclature. We would like the email notifications to carry the portfolio and project nomenclat...
Guest over 5 years ago in PS Web App & Platform / Notifications 0 Defect

Ideas Login

One must login to submit a new idea. The bottom of the new idea entry requires Submitted by Name________________ and Submitted by Company. Why can't this info be retrieved from the login data?
Dwain Wood over 1 year ago in PS Web App & Platform / Help 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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