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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Portfolio Record Linking to Companies

Create a portfolio level record keeping system that you can link to companies across all projects
Nick Weilemann over 2 years ago in PS Web App & Platform / Portfolios 0

General Invoice - Credits

An ability to create credits against line items that have been billed 100% is needed. Use case 1: Item X is ordered. Item X is delivered to 'Location A' and invoiced. Accounting pays. Item X is returned to the vendor because it was mislabeled rega...
Ricci Stevens over 2 years ago in PS Web App & Platform 0

Custom fields to appear for certain record types

Custom fields should be setup to appear based on the type of record selected. For example, if I am creating an Issue record and I select the type as field conditions then I should only see custom fields having to do with field conditions.
Henrick Malpica over 2 years ago in PS Web App & Platform / Custom Fields 0

Ability to format contracts (indent, bullet points, bold, etc)

It is important to organize and format contracts, indents, bold text, etc do not copy over from word.
Kenani over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

When customizing reports in crystal reports in which you are using custom fields in project sight, it would be good if the custom fields would be automatically carried over into crystal reports.

No description provided
Guest almost 5 years ago in PS Web App & Platform / Reports 0

Ability to edit record data directly in the list view

This is a similar request to PSW-I-27 (https://projectsight.ideas.aha.io/ideas/PSW-I-27) (batch editing), but it would be nice to have the ability to edit data directly in the list view.
James Vandezande almost 5 years ago in PS Web App & Platform / Document Control 0

Would be good to have general contract and subcontract templates built in similar to AIA forms

No description provided
Guest almost 5 years ago in PS Web App & Platform 0

Notifications to be sent based on Status change and security category

Enhancement description: Notifications to be sent based on Status change and security category. for example: "Security category A" want to receive a notification if the record changes to "Open" only, however, "Security category B" wants to receive...
Guest almost 5 years ago in PS Web App & Platform / Notifications 0

There needs to be a PO and Subcontract Cost Release Procedure

Before moving to ProjectSight, if a PO was estimated to be $100,000 but due to timing, schedules, etc we only get invoiced $75,000, we need a way to release the remaining $25,000 as it will never be invoiced. The same could hold true for a Subcont...
Mercedes Green about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Form and field attributes

it would be useful is forms can be added on a project admin level and not just a portfolio admin. Along with editing field attributes and adjusting what each form needs.
Guest over 2 years ago in PS Web App & Platform / Forms 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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