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 2249

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 almost 4 years ago in PS Web App & Platform / Reports 0

RFI Revisions - No Option to Create

There is no option to create a revision to an RFI. A new RFI has to be created. Having an "R1" to an RFI is very helpful for the contractor, owner and architect. The function wouldn't even need to carry over the original response and answer. Just ...
Guest about 5 years ago in PS Web App & Platform / Document Control 1

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

Create a sharing tab on the Drawing List page that allows one to copy the link to the page just like it has on the individual drawing pages, for consistency & convenience.

No description provided
Rachael Hill over 1 year ago in PS Web App & Platform / Drawings 0

Add the ability for Published Reports as in Converge

A number of existing Converge customers use published reports to generate scheduled reports
Guest almost 6 years ago in PS Web App & Platform / Notifications 0 Future consideration

Add what the impact will be to the email notification

It would be useful to show in the email for when submitting a RFI to engineer or construction manager that doesn't have an account with Trimble connect before it turns into a change order
Guest 8 months ago in PS Web App & Platform / Document Control 0

Importing Submittal Answered By

When importing in exiting submittal information ProjectSight defaults "answered by" to the individual who is importing as opposed to who answered it originally.
Nick Weilemann over 1 year ago in PS Web App & Platform / Document Control 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

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

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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