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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Add BI Reports Creator/Editor feature like eBuilder's implementation

Enhancement description: Add a reporting feature/module like eBuilder's BI Reporting. This would allow anyone to create and run custom reports without the need to export files or use Crystal reports. What are we trying to accomplish? Make reportin...
Guest over 3 years ago in PS Web App & Platform / Reports 0

Adding a COR tab to the Owner Contract for tracking CORs.

Clients who use CORs would appreciate being able to link the COR to the Owner (Prime Contract). Also if this could autofill the To Company with the Owner.
William Atchison over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Sort Distribution List by Company

Be able to sort the distribution list by company so you can make sure everyone is on the list. Having to just scroll through the people you have already added leaves a lot of room for error.
Guest over 4 years ago in PS Web App & Platform 0 Future consideration

More information on the Dashboard Reminder

The Action Items just show Action Item 001 which doesn't allow you to know what it is about without fully opening the item. Adding the Subject or Type would help better manage someof the items.
Ricci Stevens over 4 years ago in PS Web App & Platform / Views 0

Limit User from creating their own portfolios

We need the ability to limit users from accidentally creating new portfolios. We recent had a subcontractor create a portfolio after being invited to the site. It doesn't appear to be an option in the Security roles.
Guest over 4 years ago in PS Web App & Platform / Security Roles 0

External Links by Security Role

We would like to be able to control visibility of external links based on security role.
Brendan Radich over 2 years ago in PS Web App & Platform / Settings & Administration 0

Budget Transfers - Original Budget Amount

This idea/suggestion relates to the Budget Transfer function in the Budgets module. When transferring an amount from one budget code to another it changes the Original Budget amounts of those codes. It would be good if there was an approval proces...
Guest over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Mass email option to all parties listed on job

It would be great to be able to send a mass email to the entire contact list. This would help in sending emails to all project particiaptes rather than having to copy their contact from project sight into outlook.
Sean Dougherty over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Project Level Custom Fields

Current: Custom Fields can only be created on the Portfolio Level Request: Have an ability to create project level custom fields.
Jane Shulzhenko over 4 years ago in PS Web App & Platform / Custom Fields 0

Contract Invoice Break down like Pay Apps

We would like for the subcontractors to be able to breakdown their SOVs at the contract invoice level like you can at the Application for Payment level. First CI pulls the Contract SOV or you can enter your Ownn.
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 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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