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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Marry Existing Portfolio Settings

ProjectSight gives the ability to duplicate a portfolio from a template to copy settings but does not give the user to mass edit settings within a portfolio that is currently underway. This would be useful for larger projects that have a dynamic l...
Nick Weilemann about 1 year ago in PS Web App & Platform / Settings & Administration 0

Copy email addresses

As currently designed, it is not possible to highlight and copy, or right click and copy, email addresses from ProjectSight to paste into web email apps or other documents. The link copied when using a right click is not a conformed email address....
Jeremy Sibert about 1 year ago in PS Web App & Platform / Companies & Contacts 0

Show Current Period Field in Budget Screen

Since the actuals in this screen (This Period, To This Period) are dependent on the period you have chosen as Current, and may not be the current month, we need to this this field at the top so we're not looking at old data. This is imperative for...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Forecast Month needs to be editable to match accounting rules and month-end closures or being behind and needing to back-date

When creating cost forecasts we may be behind due to many different reasons. If we need to enter an April forecast and it's already well into May, we may need to back-date the forecast month (or start on a new one early).
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Add functionality to identify Assignments made to other companies/individuals

Assignments is a great function that allows us to NOT have to create separate action item lists. The issue is that we need to be able to report on Assignments made to other companies and individuals. For example, we have meetings with our Owner, o...
brian penner over 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1 Future consideration

ProjectSight - Record Linking

It would be helpful if the Links function in the admin settings had more options other than just Create, Delete, Modify and View. There are several situations where you will want individual to be able to create, modify and view links on records su...
Jessica Ream 8 months ago in PS Web App & Platform / Links 0

Drawings - Private Annotations with Attachments

On the Drawings, when an individual makes a private annotation and attaches a file that file appears for "all users" in the linked files. If an annotation is noted as private, other users should not be able to see the annotation OR any attachment ...
Jessica Ream 8 months ago in PS Web App & Platform / Drawings 0

Add PCO Items drilldown button to security roles so it can be hidden

On CORs and PCCOs we hide ALL of the PCO details and amounts since we do not want the owner to see the budget costs. We have a custom field for Revenue and print that on the report so showing them the cost shows our profits. We don't allow the Own...
Mercedes Green 8 months ago in PS Web App & Platform / Security Roles 0

Only show companies within the Project in Project Settings

It would be easier for us to view and manage the companies within a project if the Project settings only shows the companies on that project.
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Daily Reports - Labor Status - Approval

In the Daily Report module under Labor you have a status for pending and approved. When marked as pending the labor doesn't appear on the view screen or within the total labor on the daily report. We would like the option to eliminate the pending ...
Jessica Ream over 1 year ago in PS Web App & Platform / Daily Reports 1

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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