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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Main Contact Auto Selection

Currently, you have 1 main contact associated with each company. Therefore when filling out a company field on a purchase order, transmittal, contract, and/or other module records it selects the main contact automatically. This makes it an extra s...
Henrick Malpica about 1 year ago in PS Web App & Platform / Companies & Contacts 2

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 7 months ago in PS Web App & Platform / API 1

Drawings - Custom Views

Currently, there is no way to sort the drawings in the order they were uploaded. So if someone is viewing the drawings on a paper copy in the field it would be helpful to say go to page 12 which is the 12th page of the drawing set. ProjectSight Au...
Henrick Malpica 9 months ago in PS Web App & Platform / Drawings 3
107 VOTE

Ability to just download any attachments from ProjectSight notfications without having to login ProjectSight.

Client wants to download any attachments from a ProjectSight notification automatically, via a link in the email. Third party clients such as Architects may not be albe to login, or be willing to login just for attachments. They would prefer to ju...
Guest over 5 years ago in PS Web App & Platform / Notifications 2 Future consideration

Checklist item assignment does not include the Checklist item number in the notification text.

I see that the item description is included in the notification, but the number is not. I can see from a user perspective this would be a bit easy to miss. Please include this in Checklist item assignment notifications.
William Atchison 2 months ago in PS Web App & Platform / Notifications 0

Field team scheduler

Please incorporate a multi project day/week/month/year scheduling system into projectsight. Something we can use to schedule field personnel on a daily, weekly, monthly basis with all the project information and customizable fields to use. Pleaser...
Jack Bowen 5 months ago in PS Web App & Platform / Workflow 1

Meeting Minutes- Send Invitation should integrate with outlook

When you click on the Send Invitation button in the meeting minutes module, it would be nice if the invite would open up in a Outlook Calendar invite window. That way you could turn on a Microsoft Teams link and it would go straight to peoples cal...
Jeremy Block 7 months ago in PS Web App & Platform / Document Control 0

Include User Defined Fields in Search and Filter Panel

Search and Filter Panel is currently limited to specific system fields only. Please dynamically add any custom field created for the record automatically also to the search and filter panel to allow the user to filter the list view.
Michael Handlmaier over 3 years ago in PS Web App & Platform / Navigation / UI 0

Drawings Permission: Create Private Annotations ONLY

Currently If a security does not have the "Create and Modify Public Annotations" Permission, they can potentially still make a public annotation if they link the markup to a record. There needs to be an additional security permission that only all...
Hunter Dickerson 6 months ago in PS Web App & Platform / Drawings 0

Deep Link into Traqspera for Time & Dailies

Need a link into Traqspera available for Traqspera users who will use it for time and daily logs
Teresa Hiller 7 months ago in PS Web App & Platform / Field 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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