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 2244

Ability to use Project Templates to copy all data to a new project

Ability to use Project Templates to copy all data to a new project. This will make it easier to set up new projects using the template project.
Guest about 2 years ago in PS Web App & Platform / Portfolios 0

Add link to detailed item in transmittal tool

There is a disconnect between the detailed items in the transmittal and the attachments. It would be beneficial to link the document to the detail item in a transmittal to make sure that there is no confusion with documents in the transmittal.
Drew Polahar over 4 years ago in PS Web App & Platform / Links 0

Allow changes to budget code on commitments after they have been invoiced against and push down to invoices

Currently, after an invoice has been created against a Contract or Purchase order, the budget codes are not able to be changed. Sometimes lines are misclassified/wrong budget code selected and the only way to put it in the correct budget code is t...
Katy Rodina 11 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 11 months ago in PS Web App & Platform / Settings & Administration 0

Add an option to carry Submittal Package assignments to the Submittal records within the package

If starting with a Submittal Package, in order for team members to see the items within the package, it appears that they also need to be assigned the Submittal items. An option at the Submittal Package to carry the assignments to the Submittal It...
Julie Adler about 5 years ago in PS Web App & Platform / Document Control 0

Custom Fields in the Short Form

Can we get custom fields into short form instead of the custom field tab/required field when creating new record? If there's a field we need to be required, we'd prefer it appear for our users on the short form and not have to open the full form t...
Guest over 5 years ago in PS Web App & Platform / Custom Fields 0 Future consideration

Fix resizing of shapes and overlapping shapes

It is impossible to draw shapes on top of one another, you must move your cursor off an existing shape to add a line, shape or cloud on top of it. This is frustrating. The workaround is to draw a shape off to the side then drag it into position. T...
Alyssa Schorer 4 months ago in PS Web App & Platform / Drawings 0

Allow users to save record display configurations

Allow user's to save record settings. When a user opens the Notes section, it should stay open the next time a user open that record type. This is specifically for the Notes sections in cost records: Applications for payment Change order requests ...
Michael Worthington over 1 year ago in PS Web App & Platform / Navigation / UI 2

Please add the capability for Action Item comments to be selected as "Log as the resolution" from the mobile app as can the desktop portal.

This will help reduce double data entry.
Guest over 1 year ago in PS Mobile Apps / Action Items 0 Future consideration

Set submittal item status when Submittal Package status is changed

Requesting an confirmation box that pops up to ask if you would like to change all attached submittal item statuses to the status changed on the Submittal Package record.
Guest over 3 years ago in PS Web App & Platform / Document Control 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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