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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Add User from Project Team page

Ability to add users directly from the Project Team page rather than via Portfolio/Project Settings.
Guest over 2 years ago in PS Web App & Platform / Project Directory 0

Wants new Budget Units and Budget Hours applied to General Invoice.

The client needs a method to track Actual Hours in the budget view so that a true Budget vs Actual comparison can be reported and forecasts can then be performed. The client sees this as and oversight to have not applied this the General Invoice f...
William Atchison 5 months ago in PS Web App & Platform / Budget & Cost Management 0

Punch Batch Update

Need to be able for bath update to edit ALL fields and not just a few. On large jobs this will take forever
Jerry Davis about 3 years ago in PS Web App & Platform / Batch Edit 0 Future consideration

Record Lock Settings

Workflow unlock feature only affects records as they are moving into that state, not records already in that state. This means that any records created using the portfolio settings will continue to be locked. All new records created after workflow...
Michael Handlmaier over 2 years ago in PS Web App & Platform / Workflow 0

Reports do not have a way to include record Item attachments such as Checklist items.

As a result of missing functionality described in https://projectsight.ideas.aha.io/ideas/PSW-I-1542 the inability to include the Checklist item attachments is more relevant to the client. The report will only provide a link, so the client has a i...
William Atchison over 1 year ago in PS Web App & Platform / Field Management 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

Opening Linked Files with Office 365 without navigating to Trimble Connect

Currently, when the Trimble Connect FMS is activated, any files linked to a record cannot open in office 365. Please allow the ability to open the file in office 365 without having to navigate to the file library for that record
Henrick Malpica almost 2 years ago in PS Web App & Platform / Links 0

Company Deletion

Need safety protocol in place that companies and contacts cannot be deleted if they are linked to a record within the portfolio. If a user accidentally deletes a company that is linked to a Contract or Purchase Order, contract invoices and general...
Ricci Stevens over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Support for Basic Text Formatting (Ex: Rich Text / Markdown / BBCode)

Since many of the modules (ex: RFI and Submittals) utilize the Comment system, allow for users typing into the Descriptions and Comment fields to be ale to format their text similarly to the way we are able to format our text in the Meeting Minute...
Guest about 3 years ago in PS Web App & Platform / Comments 0

Ability to Create Custom Forms

There are numerous forms companies have that do not fall under any of the current forms. I would like the ability to take UDF's further and create simple forms to cover these. Some examples include: theft reports, injury reports, warranty requests...
Byron Grimm over 5 years ago in PS Web App & Platform / Custom Fields 2 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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