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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Canceling a General Invoice or Contract Invoice

Once you pass the first screen on a General Invoice or Contract Invoice you cannot cancel out. The only way to remove that record is to "Delete". This is a big issue as we would not give delete rights to an average user. EXAMPLE: AP Role is keying...
Ricci Stevens about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Show Meeting Minutes Item links in the meeting record links panel

Enhancement description: Meeting Minutes records with items that have links should display those links in the parent meeting minutes record links panel too. What are we trying to accomplish? Make it easier to see all item links in one location ins...
Guest about 4 years ago in PS Web App & Platform / Document Control 0

Project Users when batch changing Security access role. Allow for an option to select the default roles.

This would allow clients to select their users with the already defined default role to add all those users at once. Right now there is no option for this and you are not taking advantage of the already set default security role. Currently you can...
William Atchison about 3 years ago in PS Web App & Platform / Settings & Administration 0

Importing daily reports

We have a need to import daily reports.
Shawn Warner about 1 year ago in PS Web App & Platform / Field Management 0

Submittal Import Template - Filter Responsible Company by Project Companies

Currently the Responsible Company dropdown in the excel template shows all companies. It would be great if this could be filtered for just project companies.
Hunter Dickerson about 2 years ago in PS Web App & Platform / Import/Export 0

Show Project Name on Record "Full Form" View

Enhancement description:We would like to see the project name next to the record type & # on the full form view. What are we trying to accomplish?Make it easy for users to know what project they're working on when in the full form view. How is...
Brendan Radich about 5 years ago in PS Web App & Platform / Navigation / UI 0

Trimble Connect Immediate Syncing

We would like the ability to set the schedule syncing of Trimble Connect Sync to be immediate rather than every 15 minutes so that it behaves more like SharePoint or One Drive
Ricci Stevens about 2 years ago in PS Web App & Platform / File Library 0

Trigger Status change to "Answered"

When a record comment has been promoted or defined as an answer, automatically switch the record status to "Answered" (or other defined "answered" status)
Jane Shulzhenko about 4 years ago in PS Web App & Platform / Document Control 0

Drawing Annotation Indicator

At one point in time, you had the ability to see which drawings had Public/Private annotations from the list view. This was extremely helpful. Can this funtionality be brought back?
Ricci Stevens about 2 years ago in PS Web App & Platform / Drawings 0

Tax Options for POs

We have customers who use General Invoice 01 against a PO to pay a deposit but do not pay tax on the deposit. They need to collect the full tax on subsequent GIs. Currently this is not possible with the way tax works. You must forgo using the tax ...
Ricci Stevens about 3 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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