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    Email Record without a default Report, only include linked files

    Sometimes, it is useful to email a record and not include a report, but to only include a selection of linked files. For example, we have a policy that all Subcontract Change Orders paid from our contingency allowance are initialed by the project ...
    Brendan Radich over 5 years ago in PS Web App & Platform / Reports 0

    Comment Moderation Features

    We would like an option to enable comment moderation on a per-record basis. For example, instead of comments automatically being accepted and added to the record, have them go to a Comment Approver (Security Role Feature?). Then, anyone with that ...
    Brendan Radich over 5 years ago in PS Web App & Platform / Comments 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 6 years ago in PS Web App & Platform / Reports 0 Already exists

    Submittal Revisions

    When viewing a Submittal that has a revision, consider adding a link or button to the previous version or include it in the Submittal History
    Wil Marto about 3 years ago in PS Web App & Platform / Document Control 0

    Custom Tables

    Enhancement description: I would like the ability to create custom tables using the custom fields function. What are we trying to accomplish? We need to be able to add related custom fields to a custom table for tracking information that ProjectSi...
    Brendan Radich over 6 years ago in PS Web App & Platform / Custom Fields 1

    Merging Portfolios or copying projects from one portfolio to the other

    Client has multiple databases/portfolios and would like to merge them into one. Realizing this is complicated due to high probability of conflicting settings in different databases, the current best practice is to start new projects in the correct...
    Guest about 7 years ago in PS Web App & Platform / Portfolios 0

    Flatten RFI Posting

    Why is it useful? The ability to flatten posted RFIs will allow users to navigate sheets and select hyperlinks that may be underneath an annotation. For instance, if a user clouds over a wall that has a link to a section cut, i currently can not s...
    Guest about 7 years ago in PS Web App & Platform / Drawings 0 Future consideration

    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 over 5 years ago in PS Web App & Platform / Companies & Contacts 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 over 5 years ago in PS Web App & Platform / Links 0

    Contract Value on Contract Invoices

    The Contract Value on Contract Invoices should not include Change Orders that have not been approved or that happened after the billing period of the invoice. You can't bill for future work and yet ProjectSight is reflecting the value of future wo...
    Ricci Stevens almost 5 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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