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.

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PS Web App & Platform

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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 over 3 years ago in PS Web App & Platform / Settings & Administration 0

Private Conversations

Clients requesting "Workflow segregation where sub and CM may draft/discuss an issue privately before submitting it to the design team", or vice versa. Ability to have a private side conversation between selected parties on the same record without...
Guest over 5 years ago in PS Web App & Platform / Comments 0

When editing the application for payment, in the header, add gross due and retainage

Currently, the current due is in the header. I would like to see the gross due on this application and the retainage for this application added to the header. The would help me to make sure my application for payment is the correct amount and that...
Gabe Barnett about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Put a total line on the application for payment page

I would like to see a total row at the bottom of the application for payment. This would be helpful because I can verify that the contract amount is correct, the billing amount is correct, my % complete so I can calculate my Profit and Overhead. T...
Gabe Barnett about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Have the Profit and Overhead auto calculate based on % billed.

I would like the Profit and Overhead be auto populated. The Overhead and Profit SOV would be put in with the first application for payment (and changed with Prime contract CO's) and then would be auto calculated based on the % billed. For example,...
Gabe Barnett about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Make it so you can QUICKLY toggle between revisions in the drawings viewer

Ideally there would be a new icon near the "compare" one showing what revision one is at (defaulting to the current number/letter) When clicked a dropdown menu showing all previous revisions of a drawing would appear. When a previous revision is c...
Raeanne Vanderplaats 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 over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Application Detailed Items - Excel

Add the ability to import from Excel Detailed Items in the Application for Payment form. Adding individual rows is cumbersome and time consuming. The customer has come to rely on this functionality from within Prolog and not having is a step back ...
Guest over 5 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Need the ability to re-order attachments in the print screen

Currently, when printing a report with attachments, the attachments print in alphebetical order by name or description. It would be great if you could specify the order of the attachments within the print screen.
Hunter Dickerson over 3 years ago in PS Web App & Platform / Reports 0

Edit Budget Code on POs & Invoices

Currently, the Budget Code is locked down once a General Invoice is created from a Purchase Order. However, we need the ability to edit the Budget Code. The Superintendent or purchasing agent will create the PO and enter the budget code. Once the ...
Byron Grimm over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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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