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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Editing record settings on the Checklist Template Level

It would be nice to see the ability to manage the Record Settings (Notifications, Workflow, Reports, Security, Default Assignees, and Field attributes) on the Checklist template level. We would like to see the ability to manage record settings on ...
Henrick Malpica over 1 year ago in PS Web App & Platform 0

Need ability to add custom fields to CashFlow Forecasts Line Items

Currently it is only possible to add custom fields to the header or overall CashFlow Forecast, but not to the line items where the budget codes and amount are listed. Most of the other forms have the line item detail. This could allow us to enter ...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add a tools to import a Prolog database to ProjectSight.

Eliminate all the work to import and export with excel for every form.
Guest about 5 years ago in PS Web App & Platform / Portfolios 0

Organize meeting attendee list by company

To simply make it easier to find who attended meetings and from what company it would be better if the attendee list was automatically organized by Company when the report is generated. As of now it's simply the order of when the attendees were ad...
Guest over 3 years ago in PS Web App & Platform / Document Control 0

Notes Added to Specs Should Display when Clicking the Note Icon

Right now it appears that one has to know to turn on the comments cloud icon at the top to show the associated note. It would be more intuitive if the user simply clicked on the note icon and the note show up.
Dwain Wood over 3 years ago in PS Web App & Platform / Specifications 0

Checklist Notifications should call out the Subject Line in the Email

When ProjectSight sends out notifications for Checklists, it should call out the subject line of the Checklist. Currently there is no indication what the checklist is for other than the project it's related to, the type of checklist, it's status, ...
Dan Ferris over 3 years ago in PS Web App & Platform / Field Management 0

Currently the user who clicks the publish button in a Drawing set is not tracked in a field.

Currently when drawings are published from the drawing set they carry over the author as the user who is on the drawing set. Client is wanting some way to view who actually clicked the publish button. Anyone with access to the drawing set can clic...
William Atchison over 1 year ago in PS Web App & Platform / Drawings 0

Add a Company Website URL in Company setup with hyperlink

Currently there is not a field in the Company record for the companies website URL. It would be nice to have this field with hyperlink to make it easier to navigate to the companies website and add the URL to reports.
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Show status of Drawing when downloading

Users would like to have a stamp on a downloaded drawing that indicates the status (old revision or current version)
Hunter Dickerson about 5 years ago in PS Web App & Platform / Drawings 0

Import Project Specific Lookups

The ability to import project-specific Lookups would be highly beneficial. Especially when you are testing migrations in one portfolio prior to bringing the data into a live portfolio. Currently, you have to manually add each deviation from the po...
Ricci Stevens over 3 years ago in PS Web App & Platform / Settings & Administration 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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