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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Workflow

    Showing 37 of 2566

    Pre-Assign Users in a workflow prior to sending the submittal.

    The Ball in Court is a step in the right direction, but it is not complete. It still lacks the ability to assign the tasks / roles to people. Yes you could create a new workflow for each submittal for each job, but that is a lot of extra work. Pro...
    Robert Brown 20 days ago in PS Web App & Platform / Workflow 1

    Please Allow Per Step Days to be configurable in the new Ball in Court Workflows

    Currently there is no way to set number of days per Step on the new Ball in Court Workflow. This will not work for Submittals as the time for interval review is much less than external review with consultants and the fact that internal review must...
    Mercedes Green about 1 month ago in PS Web App & Platform / Workflow 0

    Batch Edit or Change the Workflow Template for Multiple Submittals at Once

    Using the Import function to import a submittal register into PS does not automatically apply the new workflow template. The submittals are needing to be managed/changed individually taking significant time with projects that have 2000+ submittals.
    Bryan Chau 27 days ago in PS Web App & Platform / Workflow 1

    Show Current Step for Workflows

    In the record information pane, it shows status and step due date but it does not show current step. It would be useful for the user to understand the step name or we will need to add many statuses to describe the intent of the step.
    Brendan Myers 24 days ago in PS Web App & Platform / Workflow 0

    Create a Schedule Tool to import the Master Project Schedule

    Create a Schedule Tool to import the Master Project Schedule from files such as Primavera, or Microsoft Project. This was a very helpful tool we utilized a lot when we were with Procore. This allows for better coordination with Trade partners. We ...
    Josh Bruce about 1 year ago in PS Web App & Platform / Workflow 4
    122 VOTE

    Workflow Designer

    Ability to create process workflows (Portfolio level with copy options and project designation) Ability to create rules and conditionals Routing to users/roles Automated Tasks Automated Report Creation Secondary Process Kick-Off Sections for each ...
    Jane Shulzhenko over 5 years ago in PS Web App & Platform / Workflow 8 Planned

    New Ball in Court Workflow Needs No Access Permission Setting

    In the new ball in court workflow, the permissions are Unrestricted and Restricted. The Restricted only restricts edits but not visibility. We have multiple issues where only the author sees a Draft so if that user leaves or is on vacation, no one...
    Mercedes Green 19 days ago in PS Web App & Platform / Workflow 1

    Allow PA to mass unlock records in all cost modules

    Right now, records lock based on workflow. If user needs to make a universal update or change information, PA needs to go into each individual record and unlock and save for the changes to be made. Give the PA power to select multiple records in C...
    Katy Rodina almost 2 years ago in PS Web App & Platform / Workflow 1

    Exclude specific tabs/fields from being locked

    Currently setting the locked/unlocked state on a workflow status causes the entire record to be locked. We would like to be able to exclude specific records tabs or fields from being locked as there are instances where we need to update a tracking...
    Michael Handlmaier about 1 year ago in PS Web App & Platform / Workflow 0

    Job Notes Section

    I would like to have a section to be able to insert notes. A dedicated note section. I take notes for drawings, general notes, subcontractor notes, etc. Like a simple word processing section.
    Guest 7 months ago in PS Web App & Platform / Workflow 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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