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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Assigning Users to Projects

I have a few suggestions when adding users to projects. 1. The Project Permissions list viewable under each User is a very small area. Please make this area extend to the bottom of the side panel.2. No Project Numbers are included. Please add the ...
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 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

Man Power, Hours and Weather

I truly wish that you daily allowed for a better man count and total hours. Ex; Solomon Plumbing (3) Members (8) Hours (24) hours total. Weather needs to have a High and Low for the day, or make it like NoteVault and auto update every hour during ...
Guest over 5 years ago in PS Web App & Platform / Daily Reports 0 Future consideration

Retainage Tracking at Budget Level

Clients are asking for the ability to see the retainage withheld at a budget level and not just at the Contract Invoice level. Having this capability would be very beneficial for a complete financial view of the project.
Ricci Stevens about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

PCO Selection Screen on PCOs, SCOs, and PCCOs - No Status

When choosing from the list of PCOs to add to either an SCO or a COR it does not show the status of each Potential Change Order. This is crucial as someone could accidentally attach a pending PCO to a COR or SCO. I have attached a screenshot of th...
Henrick Malpica almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

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 2 years ago in PS Web App & Platform 0

Add option to sort PCOs numerically

When creating a Custom Field in any module, the field is set to editable (green checkmark) in Security Roles > Fields. This should not be editable by Default. Entered upon request by Wynn. The Portoflio Admin should be flagged everytime a custo...
Guest 8 months ago in PS Web App & Platform / Custom Fields 0

Email Templates for Each Record Type

It would be very useful if we could build email templates for each record type, at the portfolio level. When emailing a record, the user could be presented with a dropdown to select from any available templates. The templates could automatically i...
Brendan Radich over 3 years ago in PS Web App & Platform / Reports 0

Send files via Transmittals

We would like the ability to easily upload files to send via the Transmittals & Correspondence module. The main goal is to have a simple way to send files to recipients without requiring them to log into a web site such as Connect to download ...
James Vandezande about 3 years ago in PS Web App & Platform / Document Control 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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