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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Document Control

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Create a FORMS module in ProjectSight

Project Sight needs a FORMS module, that allows admins to upload company template forms, by embedding writable PDF files that can be filled out as individual records. This process can be completed currently in ViewPoint Teams and needs to be inclu...
Jeremy Block about 1 year ago in PS Web App & Platform / Document Control / Field Management 3

Ball In Court Indication

There is no “Ball in court” indication, so Architects must open every single email, every time to make sure he doesn’t have anything due. Or alternatively, every time he gets an email from ProjectSight, he has to login and check the status of what...
Jackie Allen 8 months ago in PS Web App & Platform / Document Control 1

Add a Field for Participating Companies that works like Responsible Companies, but lets us add more than one.

We have use cases where certain people (owners, owner reps) want to see records but don't need to get all the notifications as Assigned or CC'd do. We can use Responsible Company to accomplish that, but only for one company. I would keep Responsib...
Eric Elfner about 2 months ago in PS Web App & Platform / Document Control 0

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal)

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal). A requirement on most projects. Removes a step for most customers of ProjectSight every time they create an RFI or Submittal.
Teresa Hiller 8 months ago in PS Web App & Platform / Document Control 0

Action Items- Due Date Sync

We would like the due date on the action item and the due date on the assignee to sync with one another, so that when one is update it updates the other.
Aaron Deister 3 months ago in PS Web App & Platform / Document Control 0

Allow Submittal Numbers to be Edited

Submittal numbers should be able to be edited or not required: When we import a submittal log and change the status to open, the submittal number is auto generated and the submittal number is locked and not editable. When setting up a submittal lo...
Guest over 1 year ago in PS Web App & Platform / Document Control 3
127 VOTE

Meeting Template

It would be nice to be able to create a meeting "template" to be able to plug and play for new meetings. For example, create a Prep-Meeting template, that can be used when generating meeting minutes for dozens of subcontractors. And then you would...
Guest over 3 years ago in PS Web App & Platform / Document Control 8
118 VOTE

When Promoting an ISSUE into an RFI- Carry text and Links across

When an Issue needs to become an RFI we have to link the Issue - but then we have to copy all the data and drawing links etc... It would be better if the ISSUE could be Promoted _ Same Data - Same Attachments - Same History for Everything - it jus...
Benjamin Crosby over 3 years ago in PS Web App & Platform / Document Control / Links 0
124 VOTE

Project Closeout Module

Nearly every contractor has close out requirements on their construction project. We have to obtain standard warranties, extended warranties, lien releases, tax payment confirmation, etc not to mention Owner specific paperwork and deliverables. Un...
brian penner over 4 years ago in PS Web App & Platform / Document Control 1 Future consideration

Ability to add default users as CC in RFI/Submittals

This is currently not an option. I chatted with Projectsight today about it and the only default users that can be added is for "Assigned to". We have many projects and many CFM's and it would be nice to have them autopopulate instead of me going ...
Amanda Luna 6 months ago in PS Web App & Platform / Document Control 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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