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 2261

Allow Budget Code Group Configuration for Vista Integrated Phase Codes

Vista does not have any groupings for Phase codes so we've had to use a phase mask that incorporates the division, phase and category into a single phase code separated by a delimiter (Vista allows periods or dashes). For example: 02.02123.01 is a...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Contract / Potential Changes Value Calculation

In the Contract module on the General Tab there is a value for potential changes. This value includes all PCO items listed on the change order tab even if those potential change order items were then determined to be no allocation or cancelled. It...
Jessica Ream over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

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 over 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 over 3 years ago in PS Web App & Platform / Navigation / UI 1 Will not implement

Add More Permissions to File Library Similar to Project Roles

For record types, we can restrict a Project Role to only add, edit, not delete or only edit, not add or delete etc. We must have this for folders created in the File Library. We use the File Library for all other files shared with the external pro...
Mercedes Green over 1 year ago in PS Web App & Platform / File Library 0

Add ability to remove yourself as a user from a project or portfolio

This would benefit support significantly for access to client projects and portfolios. Once a problem is resolved, access is no longer needed.
Guest almost 5 years ago in PS Web App & Platform / Settings & Administration 0

Would be good to have the ability to go back and edit buget transfers.

No description provided
Guest over 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

Hide Fields in Record Settings

If there is a field in a record that the client does not want to see, you have to go through each security group: -> Fields Tab-> Scroll and select the record -> Expand Fields and change it so that it isn't visible for that security group...
Ross Cravens over 1 year ago in PS Web App & Platform / Settings & Administration 0

PS Emails to Include all To and CC Email Addresses

Currently when anyone receives an email from PS for something like an RFI or Submittal they have no idea who else was sent the email. Because they do not know they forward the email to people that had already received it. Then, when they reply to ...
Jeff Miller over 1 year ago in PS Web App & Platform / Notifications 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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