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.

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When customizing reports in crystal reports in which you are using custom fields in project sight, it would be good if the custom fields would be automatically carried over into crystal reports.

No description provided
Guest almost 5 years ago in PS Web App & Platform / Reports 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 almost 5 years ago in PS Web App & Platform / Document Control 0

Would be good to have general contract and subcontract templates built in similar to AIA forms

No description provided
Guest almost 5 years ago in PS Web App & Platform 0

Notifications to be sent based on Status change and security category

Enhancement description: Notifications to be sent based on Status change and security category. for example: "Security category A" want to receive a notification if the record changes to "Open" only, however, "Security category B" wants to receive...
Guest almost 5 years ago in PS Web App & Platform / Notifications 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

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

Need a Profile Level File Library to store Corporate Information, Procedures, etc..

The Profile level file repository will have the "User Guides" for everyone who gets access to any project in the portfolio. Also restricted access so we can store Company Level Policies and Procedures.
Benjamin Crosby almost 5 years ago in PS Web App & Platform / File Library 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

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

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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