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.

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Add ability to forecast at the PO level

My understanding is that the current forecasting capability is only at the budget item level. I'd like the ability to forecast all the way down to the PO level.
Guest 2 days ago in PS Web App & Platform / Budget & Cost Management 0

Filter on Purchase Orders

I have over 1000+ purchase orders for my project. When you filter the columns for descending order, it mixes in the 3-digit numbers with my 4-digit numbers. SO ANNOYING. This is the same issue with PCO's. For example: 1147 1148 1149 115 1150 116 1...
Yvonne Yan 3 days ago in PS Web App & Platform / Budget & Cost Management 0

Ability to copy files from the template file Library to the created Project File Folders

We have several blank forms that we want to include in each project that is created for convenience and ensuring the latest version.
Bill Fadok 8 days ago in PS Web App & Platform / API 0

Add Notes Memo to Budget Screen

I know we can add a custom field to the Budget screen, however, that field is not saved to a snapshot, nor does it flow to the Cost Forecasts. We want to be able to enter notes on each budget item that we are forecasting so each snapshot has that ...
Mercedes Green 3 days ago in PS Web App & Platform / Budget & Cost Management 0

Add Notes field to Forecast To Complete Line Items Breakdown

It would be helpful to have a notes field in the Forecast To Complete Line Items section so we can input details about each breakdown.
Mercedes Green 3 days ago in PS Web App & Platform / Budget & Cost Management 0

Sort Look Up Lists by Alphabetical Order

When creating look up list options, automatically have the new option go to its position in alphabetical order rather than the bottom of the list.
Tim Long 3 days ago in PS Web App & Platform / Record Management 0

Add Custom Field at Project Level

Custom fields can only be added at a Portfolio level but majority of construction projects have different specific requirements for certain records (submittals, RFI's, etc.) the custom field option shall be available at a project level so its spec...
Courtney Foster 8 days ago in PS Web App & Platform / Custom Fields 0

Adding Team Members - Default Company

Our project teams are able to add/invite members to their jobs. When they invite members the default company is set to our company. If our team members forget to change the company name, it cause issues and we then have to fix. It would be nice to...
Melissa Moore 19 days ago in PS Web App & Platform / Companies & Contacts 0

Submittal Assignment Reviewer Workflow

I would like to be able to assign/set an Approval flow in a distribution list or manually in a submittal or submittal package where the author would select a approval flow selector where there is a first reviewer/approver -> second reviewer/app...
Guest 9 days ago in PS Web App & Platform / Assignments & Courtesy Copies 0

We need a Budget Update Shutdown Period While Forecasting

We can have every policy in place to tell our Employees NOT to enter new financial data into ProjectSight while we are forecasting, but this almost never happens. We also can't shut off Employee's logins as they still will need to be able to acces...
Mercedes Green 4 days 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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