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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More formatting options

it would be nice to have a way in the portfolio settings to format all of the checklists to either all capital letters, no caps, or first letter in each word capitalized.
Guest over 2 years ago in PS Web App & Platform / Field Management 0

Submittal Export/Import Template - Add tab for Spec Section

Please add a tab for Spec Section in the export template for Submittals, so we can add to or change the spec sections and update the submittals in one import/export effort. As an example, in the Budget export template there is a tab for Budget Gro...
Guest over 5 years ago in PS Web App & Platform / Import/Export 0

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

Create New Budget columns

Budget Budgets- be able to create brand new columns with formulas if needed
Jane Shulzhenko over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Please add indication for attachments on checklist form item rows.

Currently Checklist items use the same comment indicator flag as in other forms. It only ticks flagged when any text is entered into the comment. This does not tick flagged if only an attachment is added to a check list item. In addition in the ma...
William Atchison almost 2 years ago in PS Web App & Platform / Field Management 0

Add Ability to Refresh General Invoice Line Items from Purchase Orders

Currently, if you delete a line item from a General Invoice that is linked to a Purchase Order, there is no way to add it back in without deleting and recreating the record. The ability to add PO line items back into an invoice via the 'Add' butto...
Ricci Stevens over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Quick Access Dashboard

When I want to switch from RFIs to Submittals or Drawings, I have to go all the way back to the Dashboard. There should be a dropdown menu or quick access to other items without having to revisit the main dashboard every time.
Guest over 2 years ago in PS Web App & Platform / Project Home Page 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

add company/contact to custom fields

A lot of data fields can already be added as custom field to the records. It would be helpful if company and contact lookups could be added as well.
Michael Handlmaier over 4 years ago in PS Web App & Platform / Custom Fields 0

Make a field on checklist required

We have certain existing forms where some of the fields require a value to be entered prior to saving the form. This capability would assist in the completeness of the checklist (form) being completed
Bill Fadok almost 2 years ago in PS Web App & Platform / Field 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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