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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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

Potential Change Order Sort

PCO's should have the ability to sort similar to how contract invoices sort in groupings by each subcontractor. If the grouping could also total the amount of outstanding cost then it would be easy to see the amount of outstanding risk per subcont...
Guest 11 months ago in PS Web App & Platform / Views 0

Reporting for Users Assigned Items

Currently, ProjectSight does not allow generating a report on a user to determine what items are due for that user. It would be helpful for Admins to be able to generate a report that notes which Project Managers or users are falling behind on the...
Henrick Malpica about 2 years ago in PS Web App & Platform / Reports 2

Default CC Assignees

The ability to set a default CC assignee at the project-level for the various record types. Similar to how the default assignee currently functions.
Guest almost 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Add signature to checklist report

Can the signatures captured from the mobile app be included in the checklist report
Brendan Myers over 1 year ago in PS Web App & Platform / Reports 1

Ability to link COR, PCO items, and PCCO Items together

Enhancement description:Add the ability to reference in COR, PCO, PCO items, PCCO, and PCCO items from each respective XSD file in reports. What are we trying to accomplish?Give better report customization options, this kind of reporting of linked...
Guest almost 6 years ago in PS Web App & Platform / Reports 0 Future consideration

Everyone can delete drafts

Regardless of portfolio settings for being able to remove record types, everyone able to create a draft should be able to delete the draft before it is publicly shown. Otherwise, what is the point of having drafts?
Guest about 2 months ago in PS Web App & Platform / Record Management 0

Automatically Create Link to Attachments Greater than 10 MB that Contacts can Use to Download File

As a specialty contractor we typically struggle to get our client to become a User in ProjectSight. When we are sending something like a submittal to a client that has attachments greater than 10MB the only option currently is for them to be a Use...
Jeff Miller over 1 year ago in PS Web App & Platform / Links 0

Select multiple companies for Record Sharing Access

Problem: Currently, in Record Settings, there is a sharing option to control if the Portfolio owner company can see all records, and other companies only see what they are assigned to, or share all records with all companies. This causes issues wh...
Guest over 3 years ago in PS Web App & Platform / Security Roles 1 Likely to implement

Users should be able to edit their Title, Phone Number, etc..

Right now a Portfolio Admin has to update individual users information, it would be great if users could maintain their own information.
Benjamin Crosby over 3 years ago in PS Web App & Platform / Companies & Contacts 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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