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 2227

Create Record from Checklist

When working in Checklists on the mobile app we would like to be able to create a record from the checklist item. Typically it would be an Action Item or Notice to Comply item. This is available on the web version but not on the Mobile app.
Guest 10 months ago in PS Mobile Apps / Checklist 1 Future consideration

Exclude specific tabs/fields from being locked

Currently setting the locked/unlocked state on a workflow status causes the entire record to be locked. We would like to be able to exclude specific records tabs or fields from being locked as there are instances where we need to update a tracking...
Michael Handlmaier 3 months ago in PS Web App & Platform / Workflow 0

Add a Field for Participating Companies that works like Responsible Companies, but lets us add more than one.

We have use cases where certain people (owners, owner reps) want to see records but don't need to get all the notifications as Assigned or CC'd do. We can use Responsible Company to accomplish that, but only for one company. I would keep Responsib...
Eric Elfner 3 months ago in PS Web App & Platform / Document Control 0

Allow Submittal Numbers to be Edited

Submittal numbers should be able to be edited or not required: When we import a submittal log and change the status to open, the submittal number is auto generated and the submittal number is locked and not editable. When setting up a submittal lo...
Guest over 1 year ago in PS Web App & Platform / Document Control 3

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 11 days 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 11 days ago in PS Web App & Platform / Companies & Contacts 0

Build in ability to upload and sync drawings on ProjectSight with Trimble Connect.

This would increase efficiency of getting drawings into LiveCount for Accubid Anywhere users (and possibly other users?). By uploading the drawings into Projectsight first with the drawings module and then exporting them directly into Trimble Conn...
Guest 11 days ago in PS Web App & Platform / Drawings 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 11 days 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 11 days 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 11 days ago in PS Web App & Platform / Integrations 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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