Skip to Main Content
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.

ADD A NEW IDEA

Document Control

Showing 218

Submittal e-mail comments and attachments

Because on submittals they have the Documents for Review area it would help to keep it clear what is to be reviewed if when a contractor just replies to their e-mail notification for a submittal request and attaches their submittal documents there...
Shelly Klarner about 20 hours ago in PS Web App & Platform / Document Control 0

The ability to hide submittals instead of deleting them and losing all of the information when creating revisions

It would be useful to have the ability to hide submittals instead of deleting them when new revisions are created. We are struggling with Subcontractors updating the most current submittal. When the original submittal is deleted and a revision is ...
Amanda Luna 8 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 18 days 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 29 days ago in PS Web App & Platform / Document Control 0

Need to Batch Edit Sharing

We might not want to show all RFIs amd Submittals to project users when they arw open and the workflow statuses only work with edit ability not if they can view the record In Viewpoint Team we have the option to toggle private or public in bat...
Mercedes Green 30 days ago in PS Web App & Platform / Document Control 0

Print Report - Request for Information [Detailed] - Without action Items

Provide the ability of Print Report - Request for Information [Detailed - Without action Items]. Action items are showing up in the RFI to be submitted for approval which is not wanted or needed in the submission to the contractor.
Keith Wyble about 1 month ago in PS Web App & Platform / Document Control 0

Ability to store multiple pdf or jpeg custom stamps in the submittal markup tool, similar to Bluebeam

This tool is necessary to avoid having to export and re-upload submittals in order to attach a custom stamp. In the "custom stamp" tool there should be an option to simply upload a pre-existing file.
Guest about 1 month ago in PS Web App & Platform / Document Control 0

Meeting Minutes- Send Invitation should integrate with outlook

When you click on the Send Invitation button in the meeting minutes module, it would be nice if the invite would open up in a Outlook Calendar invite window. That way you could turn on a Microsoft Teams link and it would go straight to peoples cal...
Jeremy Block about 1 month ago in PS Web App & Platform / Document Control 0

Please only link 1 drawing when first creating record then adding record link to that drawing added

This is causing quite confusion as it looks like there are 2 different drawings and revisions added when you first create the record (RFI, Submittal, Punch), then open the drawing and link the new record to it. When you open the record there are 2...
Mercedes Green about 2 months ago in PS Web App & Platform / Document Control 0

Convert Outlook email into PDF

When attaching an outlook email to a record can you automatically convert it to a pdf document.
Keith Wyble about 2 months ago in PS Web App & Platform / Document Control 0