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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Settings & Administration

    Showing 101 of 2567
    219 VOTE

    Portfolio Level Checklist Templates - A MUST

    Currently checklist templates can only be managed at a project level. What if 30 new checklist templates are added to the template project after 50 projects have already been created. All of these jobs need the new checklists. Now someone has to g...
    Hunter Dickerson over 2 years ago in PS Web App & Platform / Field Management / Settings & Administration 18

    Adding users to distribution lists at project level

    Problem Currently, we cannot add users to distribution lists at the project level because the system pulls permissions and list management from the portfolio level. Only users with portfolio-level access can adjust these lists, which limits flexib...
    Bryce Campbell 5 days ago in PS Web App & Platform / Settings & Administration 0

    Invites should include an option to add them to a Distribution Group

    When sending a new invite, we should have the ability to add them to a Distribution List at that very moment. That way someone would not have to constantly be checking the Distribution List to make sure new members don't need to be added to the list.
    Dwain Wood 7 months ago in PS Web App & Platform / Settings & Administration 0

    Copy/Duplicate Entire Project

    We'd like the ability to copy or duplicate a project. We have purchasing groups that individual members are able to participate on. All of the project details/terms remain the same, but the owner would change, so it would save a lot of time in bei...
    Dave Wuori 3 months ago in PS Web App & Platform / Settings & Administration 1

    ProjectSight Audit Reporting

    In the portfolio settings under Administration, the "Companies" and "Users" are greyed out. We would like to be able to run audit reports on our users. We would like to be able to see what jobs they are assigned to, what modules the user has used ...
    Melissa Moore over 1 year ago in PS Web App & Platform / Settings & Administration 1

    Make Native Fields (Like Building Type) Show Up and Be Required on Project Creation

    Right now, marking a native field as “Required” doesn’t matter during project creation because the creation screen ignores it. Users can create a project without filling in critical fields like Building Type, and we’re forced to chase the info dow...
    Rusty Welch 27 days ago in PS Web App & Platform / Settings & Administration 0

    Please Remove "Create Free Account" for paid licensed users at our company

    It appears any of our paid licensed users at our company can create their own free versions of ProjectSight using our domain email logins. They can also check a box that says they are "authorized to represent xxxx company." That should never be al...
    Mercedes Green about 1 year ago in PS Web App & Platform / Settings & Administration 1

    Copy Team Members from Another Project

    We sometimes have projects that are very similar to others, not only using our same employees but lots of the same subcontractors and architects. It would be great if you could copy the list from another project and trim the ones you don't need ra...
    Eric Elfner about 1 year ago in PS Web App & Platform / Settings & Administration 1

    Add the ability for Admins to change a users company.

    The Admin cannot change a users company. In one case the same company was created with 2 different names and half the users were added to one and the other half to the other. Currently there is no way to correct or merge the company information fo...
    Trimble ProX Team about 6 years ago in PS Web App & Platform / Settings & Administration 1 Planned

    Better Search to Add New Team Members by Company

    We were excited for the new Team Members experience released in Fall 2024. It is better, but we were hoping it would make it easier to add existing ProjectSight users to a project. Unfortunately, it only lets you search for the user's e-mail. It w...
    Eric Elfner about 1 year ago in PS Web App & Platform / Settings & Administration 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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