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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Allow Custom Fields to be Edited

Currently you cannot edit the custom fields title and character limit after it is created. The only alternative is to make a new custom field. This isn't a good option as you would need to make new links in all the reports and if you delete the ol...
James McGoldrick over 1 year ago in PS Web App & Platform / Custom Fields 0

Alias ID - Visibility

With TC1 integration, companies push from the ERP system to ProjectSight populating the Alias ID with the Vendor number. However, there is no way to filter/view if a company has been synced with ERP or generated within ProjectSight. Can this field...
Ricci Stevens over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

We would like the ability to add a group of users to a project/project template instead of just adding users individually.

We have a group of users that need to be able to access any project as a PM and backup the actual PM on the project in his/her absence. This group does not have Portfolio access. We would like to add this group to project teams. We also need to be...
Guest 8 months ago in PS Web App & Platform / Settings & Administration 0

Ability to Create Custom Default Views Assign Them to Security Roles

We enjoy the flexibility of ProjectSight's Customizable Views. However, with having hundreds of users, we'd like the ability to set the default view by Security Role for each of the Modules.
Guest over 2 years ago in PS Web App & Platform / Views 0

Ability to assign same Punch Item to another room/multiple rooms

Client requesting ability to assign same Items, maybe even multiple items, to another room/multiple rooms In Punch
Guest over 5 years ago in PS Web App & Platform / Field Management 0 Future consideration

Adding Drawing Sets as an option to link on a record

When linking any drawing to a record you can only link 1 drawing at a time. Can we add an option to link drawing sets to a record?
Henrick Malpica about 2 years ago in PS Web App & Platform / Drawings 2

Security Role Report

It would be useful to be able to generate a report of the security settings within a portfolio for both auditing purposes and the ability to ensure multiple portfolios for the same company have the same security in place.
Ricci Stevens over 2 years ago in PS Web App & Platform / Security Roles 0

Folder Mapping

Currently you can map modules to existing folder structure. Right now it creates an extra folder (module name). It would be useful to use some of the fields from the module being mapped. For example in contracts, to use the ToCompany so the folder...
Guest 4 months ago in PS Web App & Platform / File Library 0

General Invoice item numbers do not re-sort correctly after adding more than 9.

I have submitted this as defect, but it was rejected, PS-46695. As a result I am submitting as an idea to provide a method for users to more easily reformat the item numbers with preceding zeros rather than having to do it manually.
William Atchison 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Project Settings / Security Groups

We would like the ability to set a security group to be able to access the project settings to create/manage users but not have access to the record settings. I believe this can be accomplished by adding a checkbox option labeled Record Settings i...
Jessica Ream 8 months ago in PS Web App & Platform / Settings & Administration 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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