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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Remove the category suffix from individual budget codes so that all cost categories can be tracked under a single code

We would like to see the category suffix removed from individual cost codes and for all cost categories to be represented and/or tracked within each single cost code. For example, we would like the ability to budget and track costs for an item suc...
Ryan Pankratz about 1 year ago in PS Web App & Platform / Budget & Cost Management 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

Search Feature in Daily Report and Daily Report View

There are several other ideas currently in the system that are similar to this idea. It would be extremely helpful if when utilizing the search in the modules if it would search all the features within that module or the columns/items list on the ...
Jessica Ream about 2 years ago in PS Web App & Platform / Search 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

Adjust Submittal / RFI # after the fact

Sometimes there could be pre-existing RFI's or submittals prior to bringing everything onto Project Sight. Therefore, it would be helpful to adjust the numbers (start at a random number for your "first submittal" prior to uploading the "existing")...
Guest about 2 years ago in PS Web App & Platform / Document Control 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

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

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

Print Purchase order with signature template

Currently, when you print a Purchase Order, you do not have a template with signature (Similar to the Subcontractor Change Order). It does not make sense in sending out a Purchase order without a signature, as it would not show who authorized it. ...
Jay Pillai about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Need Download All Option - Found the feature please remove Idea

When uploading multiple files to an RFI, Submittal etc, we need to ability to downland all the files at once, versus having to open each file, have it preview, then download each separately. This would be most helpful on the ellipsis of a comment.
Mercedes Green about 1 year ago in PS Web App & Platform / Document Control 0 Already exists

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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