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 2279

Ability to expand and collapse to sections of a checklist

Some of our checklists are very lengthy and only certain sections may be applicable and need to be completed depending on the location and/or type of job and work being performed. We prefer to have one checklist to handle multiple scenarios as opp...
Bill Fadok almost 2 years ago in PS Mobile Apps / Checklist 0 Future consideration

User Friendly Purchase Orders

It would be great for Purchase Orders to be more user friendly. Tab or arrow through fields rather than having a split between using tab ket and using mouse.
Don Glaicar 2 months ago in PS Web App & Platform / Budget & Cost Management 0

Project Role Default

It would be nice to set a default project role in the company setting so we don't have to set them up on every job. All of our people always have the same role. Not everyone is on every job so we can't use the template.
Nancy Burriss 2 months ago in PS Web App & Platform / Companies & Contacts 0

Daily Report - Labor - Locations Report

It would be extremely helpful if a filter option was available like there is date OR a new report created that sorts / groups by the location selected - similar to the reports that group by company and crews. There is currently no way to view dail...
Jessica Ream 2 months ago in PS Web App & Platform / Daily Reports 0

TC1: Vista Record File Attachments to ProjectSight

Whenever possible, attachments in Vista, such as invoices, should be copied to the corresponding record in ProjectSight. It would be ideal if our project managers could look at their budget in ProjectSight, and whenever they had a question about c...
Brendan Radich 2 months ago in PS Web App & Platform / Integrations 0

TC1: Vista to ProjectSight Budget Lookups

When integrating Vista jobs to ProjectSight through AppXchange, the descriptions for Budget Lookups are not brought over. This creates extra unnecessary work that should be done by the integration. Instead of just copying the code for each lookup ...
Brendan Radich 2 months ago in PS Web App & Platform / Integrations 0

Batch Edit Tool for Specification Sets and Specifications

Currently there is no batch edit tool for Specification Sets or Specifications. It would be great if we could add this functionality similar to other modules (ie Submittals)
Hunter Dickerson about 3 years ago in PS Web App & Platform / Batch Edit 0

Be able to copy sections of a previously completed checklist to a new checklist

For certain checklists like inspections where say a particular piece of equipment is inspected daily and there is certain information that would be repetitive from day to day like project number and equipment number it would save a tremendous amou...
Bill Fadok about 1 year ago in PS Web App & Platform / Field Management 0

Daily Report - Allocate the same crew in multiple locations on the same day.

If there are a crew of 20 workers that crew may work in different locations within the site. However, the locations in Daily Reports only allows you to pick one crew for each location on the same day. The only way to get around it is to create mul...
Roe Guerra almost 3 years ago in PS Web App & Platform / Daily Reports 1

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Guest 4 months ago in PS Web App & Platform / Budget & Cost Management 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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