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New Budget View does not allow easy tabbing through a column as before.

Before the client could click into one cell, enter that item, hit enter, and that would move to the next budget code/row. Now the Enter has changed and no longer moves you to the next row. Also the Tab just moves right and left between the columns...
William Atchison over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Allow Blank Filter Values for Import Modules to Update Missing Fields on just those records

A lot of the time we are using the Import/Export to update existing records. If many records are missing a value (Type of Company on the Companies form) the only way to update just these companies is to export everything, adding a lot of unneeded ...
Mercedes Green over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Export Submittals and RFIs while being sorted

We would like to be able to sort our submittal/RFI list and then export to excel with it keeping the list sorted, so that we can make changes in Excel and then reimport the list into Projectsight. Right now when we sort the lists and export, it ex...
Aaron Deister over 1 year ago in PS Web App & Platform / Document Control 0

Add More Detail Columns to Budget Transaction Detail

Currently the budget code transaction detail only shows you the commitment number. Add column for the Company, transaction date, transaction total would be helpful.
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add Paid Date Filter to the Right hand side filter panel in General Invoices

In Contract Invoices you are able to filter the list view by paid date. This is not an available option in General Invoices. Please add so we can consistently run reports in both modules.
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add the "Save & Add New" Button as an option when you use the Copy function for a budget code

In the budget, when you are adding a new budget code you have the button at the top to add where you need to enter all of the back end detail. or you can use the copy function which will generate the box for you to be able to make whatever modific...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Hiding Potential Change Headings from specific Security Roles

Currently, there is no way to hide the header fields in PCOs making it so you cannot hide an estimated/proposed cost value in a PCO from a security role.
Henrick Malpica over 1 year ago in PS Web App & Platform / Security Roles 0

Trimble Connect Plugin

A small sidebar plugin for Trimble connect that allows users to creat RFIs, issues, potential change orders, punch items etc. As well it should allow users to connect PS content such as photos or documents directly to objects in Connect, and vice ...
Guest over 1 year ago in PS Web App & Platform / Integrations 0

Add Submittal Importance to Submittals Register Summary XSD

We are trying to create a report that includes Submittal Importance in a Summary Log, but the Submittal Importance is not in the XSD File. This is an important field for reporting on submittals and would be very helpful to have available to includ...
Guest over 4 years ago in PS Web App & Platform / Reports 0 Already exists

Distribution Lists in Courtesy Copies Field

We would like the ability to quickly add all members from a distribution list by showing the distribution lists in the pop-up contact selector. Clicking a distribution list should add all the lists contacts.
Brendan Radich over 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 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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