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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Have checklist item show based on answer from previous field

There are situations where a yes answer to a specific question would yield one or more additional questions for further clarification. Rather than have the secondary questions always visible and making the checklist more extensive they would be hi...
Bill Fadok 9 months ago in PS Web App & Platform / Field Management 0

Add Support for All Crystal Reports Supported HTML Tags for Reports

It would be great if ProjectSight supported all of the HTML tags that Crystal Reports supports for reporting. Per SAP, here are the supported HTML tags. Currently, Meeting Minutes supports rich text formatting, but almost none of that can be expor...
Brendan Radich over 1 year ago in PS Web App & Platform / Reports 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

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

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

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

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

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

Allow carried forward Meeting Minute topic user define topic numbers to save in new meeting.

Currently if you have renumbered topics in your meeting, and you wish to carry forward those renumbered into the next meeting they will just revert to the default number. This request is to allow for the carried forward numbers to stay in the new ...
William Atchison about 3 years ago in PS Web App & Platform / Document Control 1

Ability to resize (enlarge) thumbnail images in reports

Client would like to be able to resize the linked thumbnails in reports (mainly enlarge), so it isn't necessary to enter system to view, and especially if someone doesn't have access to enter the system.
Guest over 5 years ago in PS Web App & Platform / Reports 1 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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