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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Increase the limitation of sub levels within the custom reports

Increase the limitation of sub levels within the custom reports. At the moment two or more levels may often fail.
Kiet Lam about 1 year ago in PS Web App & Platform / Reports 0

Add Module to Lookup List

For portfolios that predate the cloning mechanism you have to manually add custom fields and their associated list. If you add the module to the custom field it would save time finding what the custom field is tied to
Nick Weilemann about 1 year ago in PS Web App & Platform / Settings & Administration 0

PotentialCOItems_ForCOR XSDs

Can you add the following field to the PotentialCOItems_ForCOR XSD? PCO Notes PCO Reference PCO Category PCO Reason
Ricci Stevens about 1 year ago in PS Web App & Platform / Budget & Cost Management / Reports 0

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

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

Companies searchable by specific Spec Section entered under the Company's Division tab

Entering the Spec Section under the Companies>Division Tab should be a searchable feature. If you are looking for a subcontractor that provides a specific service this would make it a lot easier to narrow down who provides these services. Searc...
Kenani about 2 years ago in PS Web App & Platform / Companies & Contacts 0

Option to Remove linked records from Meeting Minutes

When creating a new meeting from a previous session, if you click "remove" on a linked record tied to the meeting chain, then click save, the link remains on the record. The project would like to option to remove old linked files in order to not c...
Guest over 3 years ago in PS Web App & Platform / Document Control 0

Ability to select non-project contacts in import templates

Currently in import templates such as the Purchase Orders, users can select From Company and To Company from the full list of non-project companies but you cannot select the To or From Contact from the full list of non-project contacts associated ...
Hunter Dickerson over 3 years ago in PS Web App & Platform / Import/Export 0

Record files added via link rather than an upload should display their File Library location in properties.

Currently a file linked or uploaded to a record shows in the history tab of the record as, "ADDED FILE LINK" in the transaction text. In addition the File library folder for the record will not include the file linked. This confuses the user and l...
William Atchison over 3 years ago in PS Web App & Platform / File Library 0

When users are blocked in Projectsight email. The notifications indicate that notifications are sent out successfully.

There are a lot of ways to address this. At times clients are not aware of their internal status with their email server or just simply getting the emails spammed. It would be nice to have some sort of indication especially of an email is currentl...
William Atchison over 3 years ago in PS Web App & Platform / Notifications 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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