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 2230

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

Upload/Download Contract Invoices

Add ability to upload/download Contract Invoices
Nick Weilemann over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

XSD joins should be allowed on main report

Having coming from Vista where we can quickly and easily add any table to a report and join by fields and now have to create separate Subreports for every field that does not exist in the main report's XSD seems extreme and unwarranted. Since the ...
Mercedes Green over 1 year ago in PS Web App & Platform / Reports 0

Add feature to Submittal Packages for Action Items

Similar to how Action Items function in the Meetings record type, our team would like to request that the Action Item feature be added to Submittal Packages record type. This would allow assignment of specific items to staff on the project as they...
Rick Parker over 1 year ago in PS Web App & Platform / Document Control 0

PDF Stamp Status Change

When adding an A/E stamp to a PDF set, RFI/Submittal, allow the workflow status to change to the applicable party that is assigned next in line to the workflow chain.
Nick Weilemann over 1 year ago in PS Web App & Platform / Document Control 0

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

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 over 3 years ago in PS Web App & Platform / Companies & Contacts 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

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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