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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Drawing Pins vs Module Access

Allow administrators the ability to change security settings based on the pinning feature. This will allow admins to create a group that has access to pin punchlist (and create) but limit their access to pin items like RFIs. Right now, there isn't...
Jessica Ream 6 months ago in PS Web App & Platform / Drawings 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 over 4 years ago in PS Web App & Platform / Document Control 0

Need to be able to move/copy a project from a portfolio to another.

We are using portfolios for bidding's and construction, and would like to, on finished constructions and maintenance. If a bid is win, would be nice to move it to the construction portfolio, and if you are following work after construction we want...
Guest over 4 years ago in PS Web App & Platform / Portfolios 0

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 almost 4 years ago in PS Web App & Platform / Navigation / UI 0

Project Archiving for project close out

We need a tool that is similar to the Proliance where we can archive entire project for close out. This will include all the metadata and files associated with the record/document. Suggestions would be to write the data in excel or word, and store...
Guest about 5 years ago in PS Web App & Platform / Import/Export 0

Add Signature Field

Some forms ultimately need to be printed out and signed. It would save time if we could add a signature field directly in Projectsight rather than link to DocuSign, Bluebeam, print/scan, or some other work around.
Byron Grimm over 5 years ago in PS Web App & Platform / Custom Fields 0 Future consideration

Email the User when a Vista Import Fails

When a user clicks a record to Send to Vista, it takes 1 hour to import. There is no notification if it fails due to whatever the reason so we are constantly missing POs or Change Orders etc at month-end then it becomes a flurry of late nights try...
Mercedes Green 6 months ago in PS Web App & Platform / Integrations 0

Project Number included as a pre-fix to the document number.

Include the project number as part of the document number so that it's easily identifiable outside of ProjectSight. Example: Purchase Orders Project number might be XYZ123PO numbers auto-increment and might look like:XYZ123-001XYZ123-002XYZ123-003...
Natalie Abshier almost 2 years ago in PS Web App & Platform / Forms 0

Add a Summary Daily Report that shows total manhours per month or selected time frame

a combined daily report, so they can show total man hours per month, or per whatevertime frame they select, for the purpose of their monthly payment requisitions to owners. They don't put in requisitions by the day,so someone on their end will hav...
Guest over 5 years ago in PS Web App & Platform / Daily Reports 0 Future consideration

More Robust Security around Budget

We need more advanced security options for the Budget (as opposed to all or nothing currently available). We have a project that has three General Contractors each working on their piece of the project. We want to be able to allow each contractor ...
Ricci Stevens over 2 years ago in PS Web App & Platform / Security Roles 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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