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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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Views

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Share option for the Views

Need to have a way to share the "Views" created to other users. This allows us to speed up implementations for projects that are wanting to see specific data in the register.
Guest over 4 years ago in PS Web App & Platform / Views 0 Shipped

Company & Contact Selection - Filters

The Company & Contact Selection setting needs to carry forward into the filters for records. Example: User wants to filter for To Company = Acme. If Acme is not linked to the project, it is not an option of the filter regardless of the setting...
Ricci Stevens over 2 years ago in PS Web App & Platform / Views 0 Shipped

Add a setting to make Records displaying in groups such as Meeting Minutes default as collapsed.

For easy efficient viewing it would be good to have a default setting for record views to be expanded or collapsed rather than always expanded. Currently each time the Meeting Minutes record view is opened a client needs to click the ellipsis to c...
William Atchison over 3 years ago in PS Web App & Platform / Views 0 Shipped

Save List Expand/Collapse Settings with User's Custom View Settings

Please allow users to set their own preference for expanded/collapsed list views. If a user expands their groups and saves their view, it should maintain that setting.
Brendan Radich over 2 years ago in PS Web App & Platform / Views 0 Shipped