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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Showing 2226

Contact export for Outlook (or other systems)

Please add all contact fields to the grid view so that a complete export view can be created to match common imports to systems such as Outlook. Currently not all fields are available AND the contact name and address are exported as single field r...
Jeremy Sibert about 1 year ago in PS Web App & Platform / Companies & Contacts 0

General Invoices Import - Selecting a PO

Currently, the General Invoice template does not allow you to assign a PO. You can only achieve this within the system. This should be an option in the import template as well.
Hunter Dickerson about 3 years ago in PS Web App & Platform / Import/Export 0

Nomenclature option for Module names

Enhancement description: Have a nomenclature setting available to rename the modules in Projectsight e.g. Budget & Cost Management, Field Management, Document Control. What are we trying to accomplish? Have more control over the naming of each...
Guest about 4 years ago in PS Web App & Platform / Settings & Administration 0

Ability to Import Inclusions/Exclusions

Many PMs like to type up their list of inclusions from a template in Excel, so they can cut/paste/indent as necessary. They then have to copy/paste into a single line item. It would be good to be able to import directly into Projectsight as multip...
Byron Grimm over 5 years ago in PS Web App & Platform / Import/Export 0

Import/Export option for Applications for Payment

I would be great if we had the ability to import and export Applications for Payment.
Hunter Dickerson about 4 years ago in PS Web App & Platform / Import/Export 0

Adding unregistered users in Portfolio settings User should have a note that the user needs to add an account.

A number of Admins and users seem to be unclear that an account needs to be made for new users to Projectsight. Could we add a note or Tool tip reminding Admins creating users in the Users section? If a first and last name has to be typed then thi...
William Atchison about 3 years ago in PS Web App & Platform / Settings & Administration 0

Need Notifications when Attached Files are Annotated (signed)

When we assign a PO, Contract, COR to a user they will open the attachment, annotate or sign, click Done, then click on their checkmark that they've completed their assignment. No notifications happens when this occurs so we won't know that it's b...
Mercedes Green about 1 year ago in PS Web App & Platform / Notifications 0

Prime Contract Change Order Changes To Date Need to Include any PCCO that's approved not just Prior

When managing a lot of changes to a Prime Contract, they are not always in a set order nor approved in that set order. If we have 4 PCCOs that are awaiting signature and PCCO 3 gets approved but 1, 2 and 4 are not, when printing PCCO 1 and 2 they ...
Mercedes Green about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Email creates Issue

Please enable a way to forward emails into ProjectSite to automatically generate an Issues page.
Guest about 3 years ago in PS Web App & Platform / Import/Export 0

Email Notification with Resolution

When a comment is added to an action that includes a resolution and an update email is sent out when the comment is posted, it should also alert everyone that this comment is marked as a resolution.
Matthew Votoupal about 1 year ago in PS Web App & Platform / Document Control / Field Management / Notifications 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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