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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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 10 months ago in PS Web App & Platform / Security Roles 0

Report Audit Tracking

Can a History Tab be added to reports? Or at least a Created By / Last Modified By? Keeping track of who created custom reports or when they were added to the system would be extremely helpful. We use the notes field to update when something was a...
Ricci Stevens over 3 years ago in PS Web App & Platform / Reports 0

Add a Company List as a drop down list in the Checklist Module

When customizing checklist it would be nice to have the ability to add a company list drop down which links to the companies within portfolio or project settings.
Henrick Malpica over 2 years ago in PS Web App & Platform / Custom Fields 0

Show to/from names on transmittals when printed

Transmittals require a contact names, however, when a transmittal is printed it does not print the name, just the Company. This is needed to ensure delivery to the correct person.
Guest over 4 years ago in PS Web App & Platform / Document Control 0

Job Number as a Top level look up list in all modules

Project Sight can not cross pollinate contracts, each job must have its own "card" or "record" within project sight. This becomes problematic when I have 200 + jobs and the same 12 contractors on most jobs. I currently have 86 open contracts to th...
Guest over 3 years ago in PS Web App & Platform / Portfolios 0

Import SOV into Contracts

Currently, when creating a contract, you have to manually enter each line item under the Contracts Amount tab. It would be helpful to be able to import a SOV, as well as other information, like a Scope of Work, into Contracts. Or generate an Owner...
Dan Bentil about 5 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Submittal's review time only count business days

The automatic review time counts calendar days, it would be useful if it only counted business days.
Guadalupe Vega over 3 years ago in PS Web App & Platform / Document Control 0

Color-Coded Status In Grid Views

In records that have grid views, such as Submittals inside a Submittal Package, it would be great to have color-coded statuses. Just bring in the same color-coding that we would see from the panel view when viewing the submittal itself, into the g...
Brendan Radich over 1 year ago in PS Web App & Platform / Navigation / UI 0

Checklist Permission

Ability to have access to templates based on Security role.
Ricci Stevens over 3 years ago in PS Web App & Platform / Settings & Administration 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 11 months 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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