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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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Record Management

Showing 27

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 about 1 month ago in PS Web App & Platform / Record Management 0

Meeting Minutes text box cleared

Meeting Minutes text box cleared of the previous meeting’s notes when the Follow-Up meeting is created
mark Lindley about 1 month ago in PS Web App & Platform / Record Management 0

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 about 2 months ago in PS Web App & Platform / Record Management 0

Have ability to move the label generated when linking a record.

When linking an RFI or ASI to the drawings, a label is automatically generated. Often times that label blocks other information on the drawings. It would be nice to be able to move it out of the way. If the label could be moved from the cloud/box ...
Linnea Lavorico 4 months ago in PS Web App & Platform / Record Management 0

Email records sent list

While the feature to email report records from PS is great, there is no method to see a list of sent email, similar to a sent folder in Outlook. Having a sent list of all reports, records, notifications sent from PS would allow us to confirm that ...
Jeremy Sibert 5 months 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 6 months ago in PS Web App & Platform / Record Management 0

Batch Edit - Add Asignees

Currently, a user can add an assignee from batch edit even if they do not have an assignee create permission on all records
Henrick Malpica 8 months ago in PS Web App & Platform / Record Management 0

Ability to delete multiple attachments on a record at once.

Currently you have to delete attachments one by one. Say for example a user put a number of pictures on a record and there were incorrectly put there. It would be nice to be able to select multiple files to delete at once. Single options are ineff...
William Atchison 9 months ago in PS Web App & Platform / Record Management 0

Project Details - Trade Version

The 'Owner' title shows up on the Nomenclature Tab for Projects but changing it to General Contractor in Record Settings does not actually change it on the form or the banner. With more and more trades using ProjectSight having the ability for thi...
Ricci Stevens 10 months ago in PS Web App & Platform / Record Management 0

RFI & Issue Impact Nomenclature

It would be useful to have access to change the nomenclature of the Impact Tab from 'Not Sure' to 'TBD'. This field is currently not available to be changed and we are finding from our Trade clients that all RFIs and Issues are TBD pending the res...
Ricci Stevens 10 months ago in PS Web App & Platform / Record Management 0