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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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Showing 1980

Drawings Permission: Create Private Annotations ONLY

Currently If a security does not have the "Create and Modify Public Annotations" Permission, they can potentially still make a public annotation if they link the markup to a record. There needs to be an additional security permission that only all...
Hunter Dickerson 4 days ago in PS Web App & Platform / Drawings 0

Application for Payment - Detailed Items Column Totals

In the Applications for Payment module can we get a total for the Detailed Items Columns so that we can see the totals as we are building the Schedule of Values or entering the Work This Invoice Values.
Jennifer Dickman 13 days ago in PS Web App & Platform / Budget & Cost Management 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 24 days ago in PS Web App & Platform / Document Control 0

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 14 days ago in PS Web App & Platform / Document Control 0

Record link on drawing

When creating a record link on the drawing, the drawing is not linked as a reference to the created record. This makes it difficult to go to the record and identify where the record originated.
Trimble ProX Team 6 days ago in PS Web App & Platform / Drawings 0

Tag “@” a user in replying to submittals, RFIs, etc.

Would be beneficial to tag a user in a comment, etc.
Jackie Allen 14 days ago in PS Web App & Platform / Comments 0
123 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 9 months ago in PS Web App & Platform / Field Management / Settings & Administration 7

File Library-ability to copy folders and files to other projects

The ability to copy folders and/or files to multiple projects within the portfolio would significantly reduce the time to push new folders and files to all projects.
Tanner Meek 8 days ago in PS Web App & Platform / File Library 0

Create Record from Checklist

When working in Checklists on the mobile app we would like to be able to create a record from the checklist item. Typically it would be an Action Item or Notice to Comply item. This is available on the web version but not on the Mobile app.
Guest about 2 months ago in PS Mobile Apps / Checklist 0 Future consideration

In Portfolio Settings, Users, Allow us to search projects by Sequence * . That is where Vista syncs our Job Number.

When we are assigning a user to project(s) we can only search by project name. When they are synced from Vista, Job Number syncs to the Sequence * field for the project. The search bar in Users above projects should search in both Name and Sequenc...
Eric Elfner 10 days ago in PS Web App & Platform / Settings & Administration 0