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PS Web App & Platform

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Add 'From' and 'To' company addresses on the Application for Payment reports. Currently only the Company names appear.

Open a project and navigate to "Budget and Cost Management-Application For Payment"Open an application for payment and Print a report. Note that the addresses for the 'To' and 'From' companies do not appear on the report. Client would also like th...
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Add Default "View-Only" Security Role

Client requests "a typical "view only" user role if we want to share reports, but not allow any changes.". Note that this can already be accomplished by manually creating a new Role with read-only permissions to all areas of ProjectSight. We can c...
Guest over 5 years ago in PS Web App & Platform / Security Roles 0 Future consideration

Ad Hoc Reporting Size

Having the option to select letter size or legal size in regards to Ad Hoc template outputs would make them a little more user friendly in accomodating more information.
Ricci Stevens over 3 years ago in PS Web App & Platform / Reports 0 Future consideration

Unlock Contract Invoice Category

Extension off of shipped idea: https://projectsight.ideas.aha.io/ideas/PSW-I-2880 Please also apply this to contract invoices! The category is locked when invoices are stacked with the only option to change them being to delete everything and rekey.
Nick Weilemann over 1 year ago in PS Web App & Platform / Document Control 0

Exported Budget Screen should include Forecast Cost and Over/Under formulas

Since the Forecast To Complete, dates and allocation types are editable when exporting the budget, I assume it's used so we can enter our forecasts. When we start entering the forecast to complete costs, it should mimic in the spreadsheet as it do...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Custom Fields Tab should have the ability to insert section titles

When modules need several custom fields, it would be helpful to have them organized with headers. I suggest that you add a "Title" Type to the Custom Field that would just format the Lable to look like other subheaders (Blue and Larger Font Size).
Guest over 4 years ago in PS Web App & Platform / Custom Fields 0

Add title to assignments on home page

Please add the record title to the assignment cards on the home screen. While I find the assignment panel helpful, without a record title I am not able to easily open the record I want to take action on at that moment. Rather, I need to open the r...
Jeremy Sibert over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies / Project Home Page 0

Ability to Disable > Publish Drawings "All project team members" radio button

We have our Drawings Set and Specification Set Publishing Notify defaulted to "Only Drawing Set or Only Specification Set participants. Our need is to never notify all project team members when a drawing set is published. We provide many internal ...
Bill Fadok 11 months ago in PS Web App & Platform / Drawings / Notifications 0

Enforce data entry on all user-configured required fields during record creation

When creating new records, all system-defined required fields must be entered when creating new records. However, user-configured required fields are not enforced. Users can create a new record, such as a Contract, fill in all standard required fi...
Michael Worthington about 2 years ago in PS Web App & Platform / Forms 0

Include Sample Project when creating a new portfolio from a Template portfolio

Please allow the ability to create a new portfolio from a template and include the sample project.
Henrick Malpica over 1 year ago in PS Web App & Platform / Portfolios 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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