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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All ideas

Showing 2225

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 11 months ago in PS Web App & Platform / Field Management 0

Need security option for Settings. Specifically the ability to uncheck/unlock Portfolio Inherited settings in a project.

The client needs the ability to secure the Portfolio inherited checkbox in Project Settings. They need to have some Security Roles have access part of the Settings (companies, contacts, etc), but they do not want these same roles to be able to unc...
William Atchison about 2 years ago in PS Web App & Platform / Settings & Administration 0 Planned

Allow multiple PCO Default Markups per level

Often times we have contracts where there are default markups that are split into separate line items, however they are on the same "Level" as defined in the software. We may have multiple types of insurance that need to be accounted for at differ...
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 4 Planned

Option to add signatures

Enhancement description: Add options for adding a signature and subject line default text What is the customer trying to accomplish? Ability to add a Signature to every email automatically like in most email programs as well as an option for defau...
Guest over 5 years ago in PS Web App & Platform / Notifications 0 Future consideration

Ability to Drag and Drop files into Projectsight File Library in List View using Chrome

Enhancement description: Ability to Drag and Drop attachments from email or file folder into Projectsight File Library using Chrome and Firefox What is the customer trying to accomplish? Client want to drag and drop email attachments or files from...
Guest over 5 years ago in PS Web App & Platform / File Library 0 Future consideration

Break out Comments read only option for Daily Reports in Security Roles.

Client wants the ability turn off the Notes (which is comments)under Daily Reports. The security option for this appears to be locked to all or nothing for Daily Reports. So, to turn this off for the group they would need to turn off Daily Reports...
William Atchison 7 months ago in PS Web App & Platform / Daily Reports 0

Change Fields in the Project Banner

Need the ability to change the fields that are visible in the Project Banner. The field visbile are not relevant and Project Number is not seen at all.
Ricci Stevens over 3 years ago in PS Web App & Platform / Project Home Page 1

Direct Download of Uploaded Files

In order to download an uploaded file from a comment, you can't just download it from the thumbnail. You have to click on it, wait for the viewer to load, and then you can download it from there. Comment thumbnails should have a direct download op...
Eric Elfner over 1 year ago in PS Web App & Platform / Document Control 0

Filter View List

When viewing records in the "View List" be able to sort/filter from the header.
Guest almost 5 years ago in PS Web App & Platform / Views 0 Future consideration

Multiple notifcations for status changes

We use the notifications on record status changes. We would like to send different notifications depending on the status. For instance, different people need to know when we have new contract vs issuing a subcontract. We can only have 1 notificati...
Nancy Burriss 4 months 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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