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

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 over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Change Status on PCO and COR as they progress through the process

We have to manually change the PCO status when we make COR. We have to manually change the COR status when we make a CO. When viewing the PCO's it would be nice to have a field that indicates the PCO has been made into a COR, then the same when th...
Nancy Burriss 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Meeting Minutes have section for current minutes and section for prior week's minutes

Helpful for review. Would be really cool if it was automated!
Jeff Nardoni over 1 year ago in PS Web App & Platform / Document Control 0

Everyone can delete drafts

Regardless of portfolio settings for being able to remove record types, everyone able to create a draft should be able to delete the draft before it is publicly shown. Otherwise, what is the point of having drafts?
Guest 3 months ago in PS Web App & Platform / Record Management 0

Project Photo Auto Generation

Can a photo of the job number automatically generate based on the project number. An example is shown in the attached screenshot.
Henrick Malpica about 2 years ago in PS Web App & Platform / Project Home Page / Dashboard 0

Key Word Search - Include Comments

The keyword search is great, but can it include annotations/comments? Attached example - Comment shows to 'Add (4) 4" Sleeves'. If I were to do a keyword search for 'Sleeve' I would want that comment to show on the results in addition to those on ...
Ricci Stevens 11 months ago in PS Web App & Platform / Drawings 0

Sort and Filter Daily reports

I'd like to be able to sort and filter daily reports in the mobile app like you can in other modules likes punch, issues, checklists. I want to see only daily reports that have been assigned to me but i have to scroll through a list of every repor...
Hannah Smoot 11 months ago in PS Mobile Apps / Daily Reports 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

Please Add more Fields to the ERP Vista AP and AR Customer integrations

Each Customer and Vendor added into ProjectSight from Vista are left with a blank company type. Would be a very simply modification to tag each AP Vendor as Vendor Type and AR Customer as Customer type. As of now, I have to export all the blanks, ...
Mercedes Green over 1 year ago in PS Web App & Platform / Companies & Contacts 1

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 about 3 years ago in PS Web App & Platform / Settings & Administration 0 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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