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    Limit User from creating their own portfolios

    We need the ability to limit users from accidentally creating new portfolios. We recent had a subcontractor create a portfolio after being invited to the site. It doesn't appear to be an option in the Security roles.
    Guest over 6 years ago in PS Web App & Platform / Security Roles 0

    Daily Reports - Show Budget Code Description in Addition to Budget Code

    Currently the Daily Report only shows the code itself. Users need to also see the Budget Code Description as well. See attached screenshot.
    Hunter Dickerson over 2 years ago in PS Web App & Platform / Daily Reports 0

    Would like the required fields listed in the Field Attributes when the comment is required such as RFIs and Notices to Comply.

    Requesting that when a comment is a required filed that this be listed in the Field Attributes. Currently they are not and this confused a client. It is understood that system required fields cannot be unrequired, but this can mislead a client as ...
    William Atchison over 2 years ago in PS Web App & Platform / Comments 1

    Project Level Custom Fields

    Current: Custom Fields can only be created on the Portfolio Level Request: Have an ability to create project level custom fields.
    Jane Shulzhenko over 6 years ago in PS Web App & Platform / Custom Fields 0

    File Library folder indicate how many documents are in the folder without having to open the folder

    No description provided
    Michele Williams about 5 years ago in PS Web App & Platform / File Library 0

    Quick Transmittal

    It would be extremely useful if when you create a Transmittal from another record if some of the information flowed from the initiating record to the transmittal.
    Ricci Stevens about 5 years ago in PS Web App & Platform / Document Control 1

    Disable Adding Retainage/Holdback on Purchase Order Type Contracts to Vista

    Currently when sending a Contract from ProjectSight to Vista, it adds the Retainage/Holdback since it is integrating with the SL module. When creating a Purchase Order Type Contract, there is no retainage/holdback, but since it is also importing t...
    Mercedes Green over 1 year ago in PS Web App & Platform / Integrations 0

    Master Address book in companies for multiple portfolio's

    I just want a master adress book which i can upload to each porftolio . I dont wanna waste my time to edit company contacts whenever we change our crew.
    Mihael Ivančan almost 4 years ago in PS Web App & Platform / Companies & Contacts 0

    Add Column to Daily Reports List for Number of Photos Attached

    In the Daily Report module under Field Management, add the ability to add a column next to comments, the number of photos associated with that Daily Report.
    Dwain Wood over 6 years ago in PS Web App & Platform / Daily Reports 0

    Show User Names in Various User Selection Dialogs

    Show User Names in Various User Selection Dialogs. Not everyone recognizes a user by their email address.
    Dwain Wood over 6 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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