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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Remove the system requirement to add text to the Submittal Description Field

When adding a new Submittal item, the "Subject" field and the "Description" are redundant, yet both system-required fields (Description is not technically a field in the field attributes area to even try turning it off, and Subject is there but ca...
Guest about 5 years ago in PS Web App & Platform / Document Control 0

PO Balance XSD

The current XSD that is built for purchase orders displays the Current PO Balance at the time the GI is saved and not the PO Balance on the record. Please create an XSD to display PO Balance on record.
Nick Weilemann over 1 year ago in PS Web App & Platform / Reports 1

Create a COR from a PCO

In order to link a PCO to COR you have to leave the PCO module and go to the COR module. It would be nice to be in the PCO and be able to directly create a COR instead having to flip through the modules
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Data link for the various modules. Or automated excel spread sheet exports from the modules.

This will assist in more focused PowerBi dashboard to be created and updated from Projectsight without needing to daily export the spreadsheets from RFI's, Submittals, etc.
Guest almost 5 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Pinned/Favorite Records & Recent Docs Dashboard Widgets

Pinned/Favorite Records Widget I think it would be useful to have dashboard widgets for pinned/favorite records. Each record (in every module) could have a pin or favorite button that would control its visibility in the widget. This widget would g...
Brendan Radich over 3 years ago in PS Web App & Platform / Navigation / UI 0

Ability to lock submittals using the closed toggle switch

We want to lock submittals once they are closed using the closed toggle switch in addition to the current method, which uses the workflow status. Typically, the status locks a submittal but we have turned that off, due to other internal people nee...
Brady Poppelreiter almost 4 years ago in PS Web App & Platform / Document Control 0

Report Runtime Filters

It would be beneficial to have the ability to have runtime filters built into the crystal reports, be recognized within the ProjectSight envirnoment, and have the ability to filter based on Null values.
Ricci Stevens about 3 years ago in PS Web App & Platform / Reports 0

Trimble Connect - Ability to Share Public Link to Entire Folders

Currently, in Trimble Connect, you can email a public link of a file to someone that does not have a Trimble ID. It would be great if you can share an entire folder instead of individual files.
Hunter Dickerson about 2 years ago in PS Web App & Platform / File Library 0

Enable a field to have a default value of another field

We at times need a standard or custom field to default to a value of another field on the same record. For example, we created a Contract Amount field and want it to always default to the Applied Amount (Bdgt) amount. So similar to how you can set...
Mercedes Green 11 months ago in PS Web App & Platform / Portfolios 0

Lost Day Tracking

We need the ability to filter the Daily Reports by Project Lost Productivity. The field exists on the form but there is no way to filter based on this field. Having it as a Widget and a separate Report would also be helpful!
Ricci Stevens about 3 years ago in PS Web App & Platform / Daily Reports 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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