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 2162

Batch Edit Record Assignments

Please add option to bulk remove assignments and bulk change assignment due dates for all records. Currently these changes have to be made one-by-one. Our projects frequently feature 1000+ submittals. Changing assignment information one-by-one is ...
Michael Handlmaier almost 4 years ago in PS Web App & Platform / Batch Edit 0 Future consideration

Share Locked Records Only with Entire Project

The restricted statuses are a nice step into workflow for submittals, but if we allow Subcontractors to change statuses and Share the Submittals with the entire project, they would be able to change other subcontractors' submittals in those status...
Eric Elfner 8 months ago in PS Web App & Platform / Document Control 3

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

Custom Line Views (All Modules with Child Records)

Ability to move columns around in the grid for any module with child record levels and save the desired order.
Hunter Dickerson about 2 years ago in PS Web App & Platform / Views 2

Enhanced User Report

to measure user metrics, require a report that displays the project he/she accessed, activity done during the day and the downloads
Caroline Ritschel about 2 months ago in PS Web App & Platform / Companies & Contacts 0

PO integration with Spectrum-Allow both ways

We are using a Trimble partner, Kojo for our purchasing and inventory system. The Projectsight integration for PO's appears to only work from Projectsight to Spectrum. This will not work for us. Allow it to go both ways or have a setup choice to a...
Nancy Burriss about 1 year ago in PS Web App & Platform / Integrations 0 Planned

In Portfolio Settings, Users, Allow us to search projects by Sequence * . That is where Vista syncs our Job Number.

When we are assigning a user to project(s) we can only search by project name. When they are synced from Vista, Job Number syncs to the Sequence * field for the project. The search bar in Users above projects should search in both Name and Sequenc...
Eric Elfner 7 months ago in PS Web App & Platform / Settings & Administration 0

Add PCO Number to Subcontract Change Order Integration

In order to make the Subcontract Change Orders imported from ProjectSight align more to how they were done in Vista, please add the PCO number to the SL Change Order "Approved CO" field. This will then update the PM module to show the PCO as it di...
Mercedes Green 7 months ago in PS Web App & Platform / Integrations 0

Allow Portfolio Administrators to view a users history / audit log

This could be useful for auditing a user's access and how they obtained it, and ensure proper procedures or requests were made if a company requires them. There should also be an audit log to see who made changes to Portfolio / Project Settings an...
Peter Baez about 3 years ago in PS Web App & Platform / Settings & Administration 1

Need Checklist Data Analysis

Currently we can filter on a checklist by who filled it out and the template used, but we must be able to filter on the data inside each checklist. A key feature missing is no way to analyze the form data entered onto a checklist. These forms are ...
Mercedes Green almost 2 years ago in PS Web App & Platform / Field Management 3

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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