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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PS Web App & Platform

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Portfolio Level Change Log

When a user designated as an admin makes a change there is no log that correlates with that change, currently clients are tracking changes made in a third party collaboration tools and capturing screenshots to report on this.
Nick Weilemann over 1 year ago in PS Web App & Platform / Reports 0

Required Dates Fields - Empty

Customer needs the ability to have default date fields be empty rather than default to 'today'. Field can be set to 'empty' in settings but then ProjectSight defaults it back to 'today'. The primary need is in Purchase Orders and General Invoices.
Ricci Stevens about 3 years ago in PS Web App & Platform / Settings & Administration 0

Allow us to change name of the External Links module

Add an option to allow us to change the name or nomenclature of the "External Links" module in ProjectSite.
Guest about 3 years ago in PS Web App & Platform / Navigation / UI 1 Will not implement

Add a comment approval button for Submittal Packages.

Some clients do not want to have the Consultants and Architects submital approval on each individual submttal. They want to have them approve the Submittal Package. Currently no button is showing on comments for Submittal Packages. Please add this...
William Atchison over 1 year ago in PS Web App & Platform / Comments 0

Files in the file library should list which records they are linked to in a file property option.

When a client is deleting a file library file. They receive a message that the file is already linked to at least one record. If the client has linked this file to more than one record there is not place to confirm which records are linked. This p...
William Atchison over 1 year ago in PS Web App & Platform / File Library 0

Would be good to have the ability to go back and edit buget transfers.

No description provided
Guest about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to Edit Company Name from Company Import Template

Currently, the company name field in the excel template is locked. It would be great if you could edit this field within excel. For example, if someone imports 1000 companies in all caps but wants to change it to proper case, they will have to edi...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Companies & Contacts 0

Log that a transmittal was sent in the History Tab when you click "Send Transmittal"

In the Transmittal module when you click "Send Transmittal" the system does not track that it was sent in the History tab so you have no idea if it was actually sent or not. This is one of the only modules that does not have an Assigned To field b...
Jeff Miller over 1 year ago in PS Web App & Platform / Document Control 0

Allow UDFs to carry from module to module

It would be useful to create a UDF in a PCO record and have it carry forward to the change order/invoice. In the current state what is recorded in the PCO does not reflect on the change order causing the record to appear as incomplete.
Nick Weilemann over 1 year ago in PS Web App & Platform / Reports 0

Time Format

It would be great is the time fields would recognize that 1400 = 2:00 pm. Currently if you type in 14 only the 4 is recognized and it reads as 4:00 am instead of 2:00 pm.
Ricci Stevens over 3 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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