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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Showing 2191

Provide a security setting on the Project Contacts toggle in a record contact search.

In a full window contact search from a record, only the two Admin roles can toggle the Project Contacts toggle. There needs to be a security setting to provide access to this toggle separately.
Guest over 4 years ago in PS Web App & Platform / Companies & Contacts 0 Defect

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 about 3 years ago in PS Mobile Apps / User Experience 0 Future consideration

Ability to Group Forecast

Users would like the ability to group the Budget Codes in the Forecast module similiar to how they group the codes in the Budget area. Added bonus, the ability to filter the budget codes by the various groups would also be helpful. For example, Yo...
Ricci Stevens about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

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

Pop out windows automatically to make multitasking easier

Enhancement description: Multitasking ability in Projectsight Web similar to Prolog Manager or Converge where windows pop out and allow users to work in multiple records at the same time. What are we trying to accomplish? Allow for simpler multita...
Trimble ProX Team over 4 years ago in PS Web App & Platform / Navigation / UI 0

Manpower Report Export

Projects will benefit from the ability to export/subtotal their manpower from the previous month. Right now, there is no function to view the total manpower for contractors on site through set dates. This is very useful for calculating OSHA RIR an...
Guest over 4 years ago in PS Web App & Platform / Reports 0 Future consideration

Amounts/SOV Tab Summary

The Amounts/Schedule of Value tab of the contracts module needs to have the Total Contract Value visible at the top of the page. Having to click on the Change Order tab to see your value is cumbersome and time-consuming for users when creating con...
Ricci Stevens about 3 years ago in PS Web App & Platform / Budget & Cost Management 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

Drag and drop assignee to set up the drop order between "assigned to" and "courtesy copies"

When assigning trade partners to NTC orders, the current feature that says, "Drag and drop assignee to set up the drop order" is only capable within the assigned area or courtesy copy area. It would be helpful if the feature allowed you to drag an...
Guest about 3 years ago in PS Web App & Platform / Notices to Comply 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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