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    Set Default Report as a Project Setting

    We would like the ability to choose the default Report format at the Project Level instead of only at the Portfolio level. Here are 2 examples: 1) We have a project that uses a custom RFI print format and we would like to have that the default for...
    David Olivet over 5 years ago in PS Web App & Platform / Reports 0

    Impersonate user

    As a project or portfolio admin I need the ability to impersonate another user so that I can validate their security settings or provide application support. Current methods of creating alternate logins - such as a gmail account - create unnecessa...
    Guest almost 7 years ago in PS Web App & Platform / Security Roles 0 Future consideration

    Adding users to distribution lists at project level

    Problem Currently, we cannot add users to distribution lists at the project level because the system pulls permissions and list management from the portfolio level. Only users with portfolio-level access can adjust these lists, which limits flexib...
    Bryce Campbell 10 months ago in PS Web App & Platform / Settings & Administration 0

    Contract Invoices - No Delete Capabilities

    We must be able to prevent users from deleting line items from a Contract Invoice when they do not have deletion rights. Currently, in ProjectSight, a user with no delete rights can delete a change order from their contract invoice (negative or po...
    Ricci Stevens over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

    Automatically Create Link to Attachments Greater than 10 MB that Contacts can Use to Download File

    As a specialty contractor we typically struggle to get our client to become a User in ProjectSight. When we are sending something like a submittal to a client that has attachments greater than 10MB the only option currently is for them to be a Use...
    Jeff Miller over 3 years ago in PS Web App & Platform / Links 0

    Need Tendering/Bidding Module to track bids that can then create contracts after awarded

    ProCore has a Tenders module that allows us to send out Tenders, link drawings and specs, create schedules and tender forms, award then create Subcontracts to the awarded Trade. We either have to use a third party application, combo of Excel/Outlo...
    Mercedes Green almost 4 years ago in PS Web App & Platform / Budget & Cost Management 3

    Remember last used filters in Drawings module.

    When working in the Drawings module, filters are currently not retained.Every time a user switches to another drawing, navigates to a different module (for example Action Items), or uses the mobile/iPad app, all filters are reset to the default vi...
    Niels van ANdel 7 months ago in PS Mobile Apps / Drawings 0

    Last modified fields are no longer updated when comments or file uploads are added to a record.

    The way the Modified fields work eliminates the client's method to quickly look at the record list view and determine if a record has been updated. These Last Modified and Last Modified by fields were added to record views by client request (https...
    William Atchison about 4 years ago in PS Web App & Platform / Document Control 1

    Drawings - Set Annotations to Public by Default

    Currently all annotations start as "Private". It would be great if we had an option to default the visibility to "Public" for all annotations.
    Hunter Dickerson about 4 years ago in PS Web App & Platform / Drawings 0

    Checklist Assignments

    I know you can assign individual checklist items, but I think user should also be able to assign the entire checklist to a user.
    Brendan Radich over 7 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1 Future consideration

    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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