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

Make Additional Items Text Fields Bigger

Our team utilizes the addition field's job site requirements as the source for our scope on crystal reports. Currently, that box is no bigger than 1.5" x 2.5", and it is nearly impossible to read the scope in the box. It makes it very difficult to...
Guest over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Excel Template - Color Blind Option

The shading of required fields in the default ProjectSight Templates cannot be seen by those individulas. If there was a color-blind option or if the required field was a different color it could be used by more people.
Ricci Stevens almost 4 years ago in PS Web App & Platform / Import/Export 0

Security Roles - Required Field Indicator

It would be helpful in the (Settings > Security Roles > (Security Role) > Fields Tab > (Record Type), if there is some type of visual indicator of what fields are required (both system required and customer required). Maybe an asterisk...
Guest over 2 years ago in PS Web App & Platform / Settings & Administration 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

Category / Column Fill for Drawing Discipline

Not all drawings have a "discipline" on the title block, which means when importing we have to manually select the discipline prior to publishing. Seeing how most drawing disciplines are grouped together, it would be nice to have an option to fill...
Guest almost 4 years ago in PS Web App & Platform / Drawings 1

When exporting a project and receiving the download email there is no expiration date in the email.

Client had exported their project and waited over 7 days to download with the link. A message came down that the link had expired in 7 days. We should include an expiration date in the download link email, so clients are aware.
William Atchison over 2 years ago in PS Web App & Platform / Portfolios 0

Requirement for Contracts

Currently you can create a Contract without putting in any SOV Line Items. It would great if you can make SOV Line Items required from within Field Attributes.
Hunter Dickerson over 2 years ago in PS Web App & Platform 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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