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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All ideas

Showing 2009

The Ability to Hide/minimize The Tool Bar on ALL Drawings via settings.

Our staff pointed out that they have to hide the tool bar for each drawing individually on the mobile application, They would preferer to see the entire drawing, the tool bar covers it up, there should be an option to hide the tool bar for all dra...
Jonathan Cote 4 months ago in PS Mobile Apps / iPad 0

Please Add more Fields to the ERP Vista AP and AR Customer integrations

Each Customer and Vendor added into ProjectSight from Vista are left with a blank company type. Would be a very simply modification to tag each AP Vendor as Vendor Type and AR Customer as Customer type. As of now, I have to export all the blanks, ...
Mercedes Green 11 months ago in PS Web App & Platform / Companies & Contacts 1

Allow Customers to Create Custom XSDs

Within Vista, we have the ability to create our own SQL Joins and Stored Procedures so I can get any data for any report in any format I need. Within ProjectSight it's extremely limited. As a customer, we should be able to create these datasets as...
Mercedes Green about 1 year ago in PS Web App & Platform / Reports 0

Project Photo Auto Generation

Can a photo of the job number automatically generate based on the project number. An example is shown in the attached screenshot.
Henrick Malpica over 1 year ago in PS Web App & Platform / Project Home Page / Dashboard 0

More filter and sort options for records accessible on the mobile application

Greater ability to sort and filter data on the mobile application like you can on the web version. Filter by Location, Assignments, Type. Sort By with multi-selectable option and default expansion of groups
Guest over 2 years ago in PS Mobile Apps / Punch 2 Likely to implement

Need to Batch Edit Sharing

We might not want to show all RFIs amd Submittals to project users when they arw open and the workflow statuses only work with edit ability not if they can view the record In Viewpoint Team we have the option to toggle private or public in bat...
Mercedes Green about 2 months ago in PS Web App & Platform / Document Control 0

Marry Existing Portfolio Settings

ProjectSight gives the ability to duplicate a portfolio from a template to copy settings but does not give the user to mass edit settings within a portfolio that is currently underway. This would be useful for larger projects that have a dynamic l...
Nick Weilemann 5 months ago in PS Web App & Platform / Settings & Administration 0

Copy email addresses

As currently designed, it is not possible to highlight and copy, or right click and copy, email addresses from ProjectSight to paste into web email apps or other documents. The link copied when using a right click is not a conformed email address....
Jeremy Sibert 5 months ago in PS Web App & Platform / Companies & Contacts 0

Add calendar invites to meeting minute notifications

Would be great to have ability to send an actual calendar appointment (.ical file) so anyone with any email/calendar program can open and save to their calendar from the meeting minute notification
Guest over 4 years ago in PS Web App & Platform / Document Control 1

Share folder link to external users without ProjectSight account (e-Builder has this function as a public URL link)

We often share public URL links with Upper Management and Buyers that do not need to create a ProjectSight account. It would be nice to have this feature similiar to the Documents Module in e-Builder.
Avis Chareunsouk about 2 years ago in PS Web App & Platform / File Library 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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