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    Record Locking Functions - Security Settings

    In ProjectSight, when a module has record locking on (like when closed) you can also change the security group to in settings for that security group to be able to unlock locked records. However, this allows them to unlock records in all modules, ...
    Jessica Ream over 2 years ago in PS Web App & Platform / Security Roles 0

    Organize meeting attendee list by company

    To simply make it easier to find who attended meetings and from what company it would be better if the attendee list was automatically organized by Company when the report is generated. As of now it's simply the order of when the attendees were ad...
    Guest about 5 years ago in PS Web App & Platform / Document Control 0

    Notes Added to Specs Should Display when Clicking the Note Icon

    Right now it appears that one has to know to turn on the comments cloud icon at the top to show the associated note. It would be more intuitive if the user simply clicked on the note icon and the note show up.
    Dwain Wood about 5 years ago in PS Web App & Platform / Specifications 0

    Checklist Notifications should call out the Subject Line in the Email

    When ProjectSight sends out notifications for Checklists, it should call out the subject line of the Checklist. Currently there is no indication what the checklist is for other than the project it's related to, the type of checklist, it's status, ...
    Dan Ferris about 5 years ago in PS Web App & Platform / Field Management 0

    Add a Company Website URL in Company setup with hyperlink

    Currently there is not a field in the Company record for the companies website URL. It would be nice to have this field with hyperlink to make it easier to navigate to the companies website and add the URL to reports.
    Guest over 5 years ago in PS Web App & Platform / Companies & Contacts 0

    Purchse Order Line Item Tax

    We have 3 sales taxes (PST, PST Exempt, 12% PST for Fossil Fuel combusion systems) that we have to use and need to be able specifiy tax for each line item of a Purchase order.
    Don Glaicar over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

    Import Project Specific Lookups

    The ability to import project-specific Lookups would be highly beneficial. Especially when you are testing migrations in one portfolio prior to bringing the data into a live portfolio. Currently, you have to manually add each deviation from the po...
    Ricci Stevens over 5 years ago in PS Web App & Platform / Settings & Administration 0

    color matching on annotations

    When you attempt to add an annotation to a drawing and you preset the color and the style before making the annotation, specifically the medium green color, there is no way to mimic or use that same green color when attempting to use other annotat...
    Jonathan Elder over 5 years ago in PS Web App & Platform / Drawings 0

    Ability to merge specification sections before publishing

    Sometimes, specification sections are split incorrectly when uploading into ProjectSight. The ability to merge two sections together would simplify correcting this issue.
    Brendan Radich over 5 years ago in PS Web App & Platform / Specifications 0 Already exists

    Need a Security Role for Projects that can only modify users and companies.

    Need a Security Roles Admin that can only make changes to a project's users and companies.
    William Atchison over 5 years ago in PS Web App & Platform / Security Roles 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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