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    Portfolio/Project Field Settings should affect the pop-up windows as well.

    When Fields are set to be view only or removed they will still appear on the pop-up windows. Setting the Field Settings should be affecting those fields as well. EXAMPLE: I have set the Contracts "Rules" Field to be view only and default to Contro...
    Guest about 6 years ago in PS Web App & Platform / Settings & Administration 0

    Add Comments to the Assignments

    When someone is assigned to a record, there is the ability to assign a due date. It would be helpful if there were also a short comment section under each assignment to indicate what that user is being asked to do. Sometimes there are multiple ass...
    Guest about 6 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

    Add "Last Login" Date and Time

    Ask: be able to see when was the last login date and time for a user.
    Jane Shulzhenko almost 5 years ago in PS Web App & Platform / Settings & Administration 1 Already exists

    Could we add a notes field in the PCO item grid that carries over to the SCO and Contract Invoice?

    Currently for Schedule of values from a contract you can add notes to the field in that grid, and they carry over to Contract Invoice. The notes field displays in the Contract Invoice item grid. That notes field also shows on the rows for SCO and ...
    William Atchison over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

    When deleting Contact a prompt states linked to a default assignee.

    It would great if the error message for deleting a contact when there is a default assignee, if the message would include where the default assignee is located. Otherwise the client is searching every form until it is found.
    William Atchison over 3 years ago in PS Web App & Platform / Companies & Contacts 2

    Option to Resize Pop-out Windows

    In many locations of ProjectSight, when you pull up a search window for Companies or Contacts, PCOs in SCOs, Budget Transactions, etc, you are required to scroll up, down, right and left to see all of the data. It would be great if you could manua...
    Hunter Dickerson almost 5 years ago in PS Web App & Platform / Navigation / UI 1

    Import Templates - Conditional Formatting

    The ability to add conditional formatting to excel templates which would allow users to check for duplicates, errors, etc prior to upload. Mass importing a ton of data only to find out after uploading that the template contains a bunch of errors c...
    Hunter Dickerson almost 5 years ago in PS Web App & Platform / Import/Export 0

    Change Contact Search Filters to only show valid options for the project

    When using the search for "Assigned to, or Company etc" the dropdown search box isn't filtered to just users or companies on the specific project, but instead is all users and companies in the whole portfolio. Shouldn't this list filter to be proj...
    Guest over 7 years ago in PS Web App & Platform / Search 0 Future consideration

    Add Hyperlink to all notifications leading to Notification Preferences area

    Enhancement description: Add a hyperlink to the bottom of all notifications linking users to their Notification preferences settings. What are we trying to accomplish? Let users know where to find the setting and how to control what they receive H...
    Guest over 7 years ago in PS Web App & Platform / Notifications 0 Future consideration

    A guided tour to show how the app works in detail

    when first signing up, the app takes you through an automated guided tour to highlight the different features of the app.
    Guest almost 5 years ago in PS Mobile Apps / User Experience 0 Future consideration

    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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