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

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Daily Report - Equipment - Remove Company as a Required Field

We labeled the Equipment Section "Productivity" in the nomenclature and add the activities we want to each project in the project settings. "Company" is a required field. It is tedious for the foreman. We are a specialty subcontractor and only hav...
Nancy Burriss about 2 months ago in PS Web App & Platform / Daily Reports 0

Uploaded files from a record should only be visible to users with access to the record in the File Library.

Enhancement description: Uploaded files from a record should only be visible to users with access to the record in the File Library. Users should not be able to see other files in the file library unless their company is linked to the record. What...
Guest over 5 years ago in PS Web App & Platform / File Library 0 Likely to implement

Add Word Merge to ProjectSight reporting features.

Enhancement description: Add Word Merge to ProjectSight reporting features. What is the customer trying to accomplish? Word Merge How is the lack of functionality affecting their business? Has to create emails and Word documents manually for email...
Guest over 5 years ago in PS Web App & Platform / Reports 3 Future consideration

Download Files from File Library

Need the ability to select a top level folder and download all files in that folder and any sub-folders under that folder so one doesn't have to open each individual folder, select all of the files and download; then go to the next folder and repe...
Dwain Wood over 4 years ago in PS Web App & Platform / File Library 1

Email History

Currently the history tab only shows that a report was emailed from the record. Please add subject and body of the email as well as recipients for documentation purposes.
Michael Handlmaier about 3 years ago in PS Web App & Platform / Performance 1

Add a user or project setting for e-mail record attachement default setting.

Clients have preferences on how attachments are included in emails. Some want links, others want them embedded in the report, or just attached to the email. This should be a default setting in the project or portfolio. Please add as a setting so a...
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0

Checklist Approval Colors

Add the ability to customize the approver statuses both color and workflow.
Henrick Malpica over 1 year ago in PS Web App & Platform / Field Management 0

Photo Module - Adding folders in Job Template

If you have a job template, it would be nice to be able to have standardized folders that we can create within the photo module that would carry over to new jobs being created.
Melissa Moore about 1 year ago in PS Web App & Platform / Photo Management 0 Future consideration

Project-Specific Crew Setup

When adding Crews to ProjectSight, give the user the ability to assign the Crew to a project (similar to Contacts). In the Daily Reports module, only show Crews that are assigned to the project.
David Olivet about 4 years ago in PS Web App & Platform / Companies & Contacts 2

Email a form once filled out

It would be nice to be able to email a fillable form from the file library directly from the form itself once it's filled out.
Jack Bowen 8 months ago in PS Web App & Platform / File Library 1

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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