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

Be able to add photo as a resolution to Action Items

Because there is no work around for editing pdfs or adding signatures, snapping a screenshot after a markup could be a resolution. Currently you can only add the file as an additional document but not as the resolution.
Jeff Nardoni over 1 year ago in PS Mobile Apps / Action Items 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

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 12 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 12 months ago in PS Web App & Platform / Settings & Administration 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

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

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

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

Add the option to hide closed action items linked to meeting minutes topic when viewed in meeting minutes

Add an option to hide or filter action items in the meeting minutes Topics based on the action item status without deleting the actual action item record. The user wants to add this option since they add many action items under each Topic and it w...
Mohannad Yousef about 2 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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