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.

ADD A NEW IDEA

PS Web App & Platform

Showing 1832

Convert Outlook email into PDF

When attaching an outlook email to a record can you automatically convert it to a pdf document.
Keith Wyble 2 months ago in PS Web App & Platform / Document Control 0

KEY CONTACTS MORE FIELDS

No description provided
Jack Bowen 2 months ago in PS Web App & Platform / Companies & Contacts 0

copy new project from an existing open project

Due to the fact there is not a true integration for job information (job number, job address, start & finish date, contact information, etc.) it would be nice to be able to use a existing project as a template and copy information to a new job...
Guest 2 months ago in PS Web App & Platform / Workflow 1

Vista to Project Sight Connector

New Job opened in vista, should allow a new project in Project Sight. Information like job site address, Project Manager (contact), Customer information, Vista Department, Project Start and End Date are all listed in Vista and should simply copy o...
Guest 2 months ago in PS Web App & Platform / API 0

Add embedded PDF's as a Checklist Template Line Type

When creating a checklist template, the user is offered line types. For example, drop downs, currency, date, memo, signature, yes/no, etc. The option to embed a writable PDF into the checklist template, allowing each checklist to individually edit...
Jeremy Block 2 months ago in PS Web App & Platform / Field Management 0

Drawing Upload - Define Multiple Place for Title Pull

There should be a way when PS is uploading drawings to change the location we define the drawing's title, drawing date, etc. Now, if you process a few drawings from one designer and then another designer who have title boxes in different locations...
Guest 2 months ago in PS Web App & Platform / Drawings 0

Button or alternative method to expand all topics within Meeting Minutes

Expand meeting minutes quicker, everyone using meeting minutes. Function just like a check all box but would expand all.
mark Lindley 2 months ago in PS Web App & Platform / Document Control 0

Client's want a way to have Contacts be able to access links to record attachments.

This is a more encompassing request that includes the idea https://projectsight.ideas.aha.io/ideas/PSW-I-3168. Clients have requested in support for the ability of non user contacts to be able to have access to record attachments by clicking the l...
William Atchison 2 months ago in PS Web App & Platform / Links 1

Default Assignee - allow multiple roles

Each person can only have 1 role on the project team. We can only assign 1 role to the default assignees. There are records that need to be assigned to more than one role.
Nancy Burriss 2 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Arrow Keys Should not Increment Values

When working in the PCO module, using the up and down keys on the keyboard currently increments the dollar values up and down. We would like for it to instead move the cursor to the cell above and below.
Guest 2 months ago in PS Web App & Platform / Budget & Cost Management 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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