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

    Showing 2347 of 2568

    Automatically Change Allocation of Budget and Costs to Match Amount Entered

    We're trying to reduce the amount of manual steps. If a user enters an "Estimated" amount in the budget, change the Allocation Type to Apprx Rev. as well as the Cost Allocation to Apprx cmmt. If a user enters a "Proposed" amount in the budget, cha...
    Mercedes Green 6 months ago in PS Web App & Platform / Budget & Cost Management 0

    Save Checklists to Different File Library Folders

    We would like to save checklists to different file library folders. Right now, you have to set the folder path on the Checklist module level, but we would like this on the checklist template level.
    Aaron Deister about 1 year ago in PS Web App & Platform / Field Management 0

    AI Charlie Improvements

    Increase the functionality of Charlie (AI assistant). Currently Charlie only answers questions about ProjectSight. Please give Charlie a proper set of tools to integrate with my projects. Allow Charlie to have access to all data within a project s...
    Guest 4 months ago in PS Web App & Platform / Search 0

    Punch List Drawing Link Thumbnails

    Enhancement description:The drawing thumbnail on Punch List Reports should be zoomed-in to show the area where the punch item was placed. What are we trying to accomplish?Show on the printed report where exactly the punch item is located. How is t...
    Brendan Radich almost 6 years ago in PS Web App & Platform / Field Management 1 Future consideration

    We need to be able to restrict access to Comments and Attachments on any record by role

    We currently allow Subcontractors access to comment on PCO items they are assigned to for an RFQ type solution. This works great as they can't see other PCO Items that may be assigned to other trades. However, they can see all the comments on the ...
    Mercedes Green 6 months ago in PS Web App & Platform / Budget & Cost Management 0

    Add option to sort PCOs numerically

    The Number in Potential Change Orders (PCOs) currently treats the numbers as letters and sorts alphabetically. It would be beneficial to sort numerically. Drawings has the sort options to sort either way for numbers. In the attached picture from D...
    Tonya Overstreet over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

    Update purchase-order "invoiced amount" with ERP invoice data.

    Currently the "invoiced amount" on purchase orders only shows information if invoices are written through ProjectSight. With the Vista/Spectrum integration it would be nice to see this information update with the invoiced amounts from the ERP system.
    Allen Sharar 10 months ago in PS Web App & Platform / Budget & Cost Management 0

    Summary of Overdue Items

    Provide (1) summary email daily of items that are overdue rather than an email for each overdue item. For instance, if you have 10 overdue items, send (1) email at the end of the day as a reminder instead of 10 individual emails.
    Tim Long over 1 year ago in PS Web App & Platform / Document Control 1

    Allow security roles to be updated in the reports section of Projectsight

    Currently security roles can be adjusted in bulk when a new report is created. However, they can only be modified for existing reports through each security role configuration which is tedious. Request is to include the security role button on exi...
    Daniel Maurer 7 months ago in PS Web App & Platform / Security Roles 0

    Ability to add default users as CC in RFI/Submittals

    This is currently not an option. I chatted with Projectsight today about it and the only default users that can be added is for "Assigned to". We have many projects and many CFM's and it would be nice to have them autopopulate instead of me going ...
    Amanda Luna over 1 year ago in PS Web App & Platform / Document Control 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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