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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Filter and export Daily Reports by Location

Larger projects may have multiple locations or sub-phases that need to submit and track separate Daily Reports. The current functionality of Daily Reports in ProjectSight makes it difficult to do this, as everything gets compiled into a single rep...
Evan Grim 7 months ago in PS Web App & Platform / Daily Reports 2

Auto-distribute reports to other team members

Record reports currently can only be auto-generated and sent to the Author. Sharing certain reports with the whole team can be essential for meetings/collaborations amongst other members. It would be more efficient if the program could be set up t...
Guest 10 months ago in PS Web App & Platform / Reports 0

Generate Filter Options from existing values

When using the filter options in various forms, particularly when filtering by company or contact, PS presents all possible values for selection. It would make much more sense to generate the filter value list from the existing values contained in...
Michael Handlmaier over 3 years ago in PS Web App & Platform / Search 0 Future consideration

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 over 1 year ago in PS Web App & Platform / Reports 0

Add Documents for Review to Submittal Packages

Enhancement description: Allow us to add the documents for review at the Submittal Package level instead of on individual items. What are we trying to accomplish?It is convenient to keep submittal items together in a single package for the review ...
Brendan Radich over 4 years ago in PS Web App & Platform / Document Control 0

Projects Dropdown

The Project Name that is shown when you are on the dashboard or in various record screens should be a dropdown. This would allow users to quickly move between projects, without having to go back to the Portfolio dashboard.
Brendan Radich over 3 years ago in PS Web App & Platform / Navigation / UI 1

Change Management - Contact Information Default

It would be nice to have the contact information in the change management default from the prime contract rather than have to enter it every time.
Nancy Burriss 2 months ago in PS Web App & Platform / Budget & Cost Management 0

Create a Checklist template through the ProjectSight API

Quality controllers we work with prescribe checklists in their own checking tool. We want to perform our QA/QC rounds with ProjectSight, so we want to sync these checklists to ProjectSight. But there is no API endpoint for this. Please consider pr...
Patrick Schemkes about 1 year ago in PS Web App & Platform / API 1

Provide Summary Dashboard of Projects Across a Portfolio

For our executive team, it would be useful to have a single dashboard that would provide a summarized view of multiple active projects across a common portfolio.
Guest over 2 years ago in PS Web App & Platform / Project Home Page 1

Add Default Role to Courtesy Copies

Ability to add a default User/Role to Courtesy Copies in addition to Assignment. Owners Reps often want to be copied on all RFIs, being able to set this in the workflow when assigning the default assignee would be beneficial.
Ricci Stevens almost 5 years ago in PS Web App & Platform / Workflow 2

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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