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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Make Navigation and Display in Transmittals the same as Submittals

Currently the Transmittal module is the only one that has a "Send" button which is odd and causes a lot of confusion. When you click the "Send Transmittal" button the History tab doesn't track that it got sent either so you don't know it is was se...
Jeff Miller over 1 year ago in PS Web App & Platform / Document Control 0

Customizable Dashboard Widgets

Ability to create new and customize dashboard widgets based on type of module and due dates or customize to calculate within X calendar days of creation. Similar to Prolog Query tool which can be utilized in the Prolog Today feature of Prolog. For...
Guest over 5 years ago in PS Web App & Platform / Project Home Page 0

Choose a folder to save reports in the file library

In ProjectSight, both reports and uploaded files on records are saved in a portfolio defined quick upload folder under 'ProjectSight Documents'. But reports like Meeting Minutes are stored in a different folder in our projects. It would be good to...
Patrick Schemkes over 1 year ago in PS Web App & Platform / Reports 0

Ability to control dates by business days

All the dates for Due dates etc need the ability to control dates not just by "Calendar Days, but "Business Days" to account for weekends, holidays etc. When we set a default due date to be 10 days for submittals, it's really 10 business days, mea...
Guest over 5 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Submittal e-mail comments and attachments

Because on submittals they have the Documents for Review area it would help to keep it clear what is to be reviewed if when a contractor just replies to their e-mail notification for a submittal request and attaches their submittal documents there...
Shelly Klarner 8 months ago in PS Web App & Platform / Document Control 1

Refresh Purchase Order Values in General Invoices

Currently when working in a general invoice that is linked to a Purchase order you can pull over the items from that PO into the invoice via the add button, however once they are in there the values do not change when there is an update to the pur...
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Notifications based on Security Roles

Users would like to have the ability to control notifications based on security roles. Example: Accountants/Cost Control do not need notifications from Drawings & Specifications but the only options are those linked to a project or everyone.
Ricci Stevens about 3 years ago in PS Web App & Platform / Notifications 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 almost 3 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Allow File Library to be disabled like a Module

Allow File Library to be disabled like other modules in the permissions settings. Otherwise, it stays on their home page. (Which inevitably leads to a discussion of what it is and why the user doesn't have access.)
Guest about 1 year ago in PS Web App & Platform / File Library 0 Future consideration

Summary of Changes Email

We would like to see a feature that provides a summary report of all changes across a project on ProjectSight. This summary would list each record (grouped by record type) that was modified in any way, and give a brief summary of the changes such ...
Brendan Radich over 1 year ago in PS Web App & Platform / Notifications 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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