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

Showing 2002

Add a Field for Participating Companies that works like Responsible Companies, but lets us add more than one.

We have use cases where certain people (owners, owner reps) want to see records but don't need to get all the notifications as Assigned or CC'd do. We can use Responsible Company to accomplish that, but only for one company. I would keep Responsib...
Eric Elfner 2 months ago in PS Web App & Platform / Document Control 0

Adding the ability to export the Budget Items Transaction Summary from the Budget Tab to show all costs incurred to each Budget Code.

By adding the function of exporting the Budget Item Transaction Summary when clicking on each budget code in the Budget tab, we will be able to monitor funds moving in and out of the budget code more effectively. This will be beneficial when track...
Guest 16 days ago in PS Web App & Platform / Budget & Cost Management 0

Sort projects by project manager

simple sort by project manager, or group by project manager etc.
Jack Bowen 3 months ago in PS Web App & Platform / Search 1

Daily Report - when using the calendar to select an existing report - the "Filter by day" bubble gets makes it difficult to select the day.

No description provided
Kiet Lam 7 months ago in PS Web App & Platform / Daily Reports 4

Submittal workflow

The submittal module in its current configuration is difficult to navigate when it come to the workflow of a submittal. There needs to be clear roles that can be assigned to "submitters, reviewers & approvers" just like Viewpoint Team. Please ...
Jeremy Hairrell 8 months ago in PS Web App & Platform / Workflow 2

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal)

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal). A requirement on most projects. Removes a step for most customers of ProjectSight every time they create an RFI or Submittal.
Teresa Hiller 8 months ago in PS Web App & Platform / Document Control 0

Add prefix or suffix to the contract number

We would like to see a prefix or suffix as a setting to the contract number. We are trying to include the project number into the contract scheme.
Megan Craven 9 days ago in PS Web App & Platform / Companies & Contacts 0

Issue to RFI creation

There should be a way to convert an Issue to RFI. Title, uplodaed files, location, etc. to be transferred to a new RFI. This will save time entering all the above into the new RFI. Please advise.
Guest 9 days ago in PS Web App & Platform / Record Management 0

Attach Links to Reminder and Overdue Notifications

Because we are driving most of our contacts to respond via their e-mail notifications It would save time if reminder/overdue notices included the links vs the contact having to go back to find the original assigned notification. They can reply fro...
Shelly Klarner 17 days ago in PS Web App & Platform / Notifications 0

Action Items- Due Date Sync

We would like the due date on the action item and the due date on the assignee to sync with one another, so that when one is update it updates the other.
Aaron Deister 3 months ago in PS Web App & Platform / Document Control 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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