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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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 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

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

Please separate Create Users and Create Companies from requiring project and portfolio access

We do not want to give Project Settings and Portfolio Settings to our users but in order to add new users to a project, we have to give the Project Settings. If we want users to be able to import new users, we have to give them Portfolio Settings....
Mercedes Green 10 months ago in PS Web App & Platform / Security Roles 0

Reports: Prepopulate project name in the file name

All reports should be generated with the project name prepopulated in the file name. This makes the file distinguishable by project.
Alex Wong 3 months ago in PS Web App & Platform / Reports 0

Add Assignments by importing Excel file (Punch List, for example)

Good day all, This is what I suggest: Edit the Excel file we export from Project Sight (for example, Punch List or RFIs) in order to have the following columns: Assigned To Courtesy Copies By doing so, I believe that once imported into Project Sig...
Guest 3 months ago in PS Web App & Platform / Assignments & Courtesy Copies 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

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

Ability to change the default for the Include As in Emailed Reports

In ProjectSight when you select a report to email and there are files attached it currently defaults to include AS – LINK. You have the option to use the drop down and change from LINK to ATTACHMENT or EMBED IN REPORT. Would like the ability to be...
Jessica Ream over 2 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Ad-Hoc Reporting Scheduling

After creating a custom view / ad-hoc report there is no way to schedule that report for someone of a different permission. You can currently share the view yes but the addition of also being able to share the scheduled reports also allows for rol...
Nick Weilemann about 2 years ago in PS Web App & Platform 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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