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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Showing 2228

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

Meeting Minutes Formatting

Change size of "COMMENT" on the meeting minutes report so it does not look like a new section. Currently this is larger and bolder than the actual meeting minute topic/description.
Guest almost 4 years ago in PS Web App & Platform / Document Control 0

A button to resend an invitation to ProjectSight/a Project without having to delete and re-add users.

This would be useful because then you would be able to quickly and easily resend an invitation without having to go into the portfolio settings and delete a user and then having to re-add that user back in and relinking them to a project.
Guest almost 4 years ago in PS Web App & Platform / Companies & Contacts 0

Allow Cost Forecast to export charts and graphs

the summary table would be helpful to use in Excel, but I don't see an export button on this feature. The graphed cash flow would be helpful as an export to pdf or jpg so I can attach it to my client report.
Guest over 4 years ago in PS Web App & Platform / Import/Export 0

RFI Email Notification Link

when sending answered RFIs to Trade Partners utilizing the email notification in ProjectSight the link to the documents at the very bottom of the email. We are adding text in the box provide but the link should be placed at the top so it is easier...
Guest almost 4 years ago in PS Web App & Platform / Links 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

Download of Drawings/File to iPad

It'd be great to be able to download drawings to your iPad directly from the PS app. Sometimes I need to bounce back and forth between modules and being able to download drawings or files to the ipad will help.
Guest almost 4 years ago in PS Mobile Apps / iPad 1 Will not implement

Add the ability for Published Reports as in Converge

A number of existing Converge customers use published reports to generate scheduled reports
Guest over 5 years ago in PS Web App & Platform / Notifications 0 Future consideration

The ability to turn off PCO budget and cost auto sync

In Prolog you could turn off the auto syncing of the budget & cost sides of PCOs. Related to PSW-I-746 - there are cases where you may not want both sides to match, for example when a PCCO is signed and the status fields are changed to execute...
Guest over 2 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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