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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Record Management

Showing 28

Retrieve Deleted Records

With the trashcan button located next to all of the other buttons in the top right, it is easy to accidentally click it. Then even though it prompts you, if you click ok the record is gone forever. It can be disheartening to tell my users they nee...
Byron Grimm about 5 years ago in PS Web App & Platform / Record Management 4 Likely to implement

Have a preview option in the Project Settings when creating Checklist Templates

When creating a checklist I currently can't tell how it will actually look until I publish it, pull it into the module, create a new checklist and then go to print option. Would be nice to be able to view a preview during creating the checklist.
Rachael Hill about 3 years ago in PS Web App & Platform / Record Management 1

Template Records on Template Project

Add the ability to populate template records like meeting minutes and/or action items so an import/export is not required on each job.
Henrick Malpica 7 months ago in PS Web App & Platform / Record Management 0

Adobe Sign Integration

We would like to have the ability to use Adobe Sign for signatures within ProjectSight.
Ricci Stevens about 3 years ago in PS Web App & Platform / Record Management 1

Include in Emails and Reports' Default Setting

Currently there is no option on the portfolio or project level to set the default value for the 'Include in Emails and Reports' check box and it is currently set to include. When printing a record to pdf it is virtually impossible to exclude all n...
Michael Handlmaier over 2 years ago in PS Web App & Platform / Record Management 0

Substitution Request Module

Some projects have requirements for "Substitution Request" which may not be made via RFI or Submittal per specifications. We would like to have a "Substitution Request" module within Document control that can house these requests and have the abil...
Guest over 2 years ago in PS Web App & Platform / Record Management 0

Project Calendar Feature

It would be nice to have a calendar feature that we could put important dates on. Also be nice if then also action items, issues, RFI's were to show on the calendar as well. I know this would be difficult but would be nice to have a Microsoft Offi...
Ethan Parks 6 months ago in PS Web App & Platform / Record Management 0

Record level field logic

It would be helpful for the proper upkeep of records to have the ability to incorporate business rules at the field level. To mind come the following options: 1. Submittals - when the comment option 'Mark as Approved Docs' is check to set a corres...
Michael Handlmaier about 2 years ago in PS Web App & Platform / Record Management 0

Calendar style timeline to compile information

It would be very beneficial to have Calendar style Timeline that will reflect history of completed actions, transmittals, daily reports, and an additional section to put in notes. This would act as a tracker of completion history, for any given pr...
Matthew Votoupal 11 months ago in PS Web App & Platform / Record Management 0

Automated Backup Solution

We would like to see a backup solution to an external site in some form. While companies could build a custom solution to backup ProjectSight data using the API, I think there should be a simple GUI solution to backup to popular data storage platf...
Brendan Radich almost 3 years ago in PS Web App & Platform / Record 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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