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 2191

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

Add Color Text option to text in Notes in Daily reports.

No description provided
Guest about 1 year ago in PS Web App & Platform / Daily Reports 0

Sub RFI # Field in RFIs

It would be helpful to have an extra field in the RFI module to be able to include a Sub RFI number (when applicable) so that we can filter/report for a single sub's RFIs only and easily reference the project RFI number to a sub RFI number.
Guest over 3 years ago in PS Web App & Platform / Record 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

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 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

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 over 4 years ago in PS Web App & Platform / Document Control 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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