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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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When customizing reports in crystal reports in which you are using custom fields in project sight, it would be good if the custom fields would be automatically carried over into crystal reports.

No description provided
Guest almost 5 years ago in PS Web App & Platform / Reports 0

Ability to edit record data directly in the list view

This is a similar request to PSW-I-27 (https://projectsight.ideas.aha.io/ideas/PSW-I-27) (batch editing), but it would be nice to have the ability to edit data directly in the list view.
James Vandezande almost 5 years ago in PS Web App & Platform / Document Control 0

Would be good to have general contract and subcontract templates built in similar to AIA forms

No description provided
Guest almost 5 years ago in PS Web App & Platform 0

Notifications to be sent based on Status change and security category

Enhancement description: Notifications to be sent based on Status change and security category. for example: "Security category A" want to receive a notification if the record changes to "Open" only, however, "Security category B" wants to receive...
Guest almost 5 years ago in PS Web App & Platform / Notifications 0

Please Show Links button on the summary records

When we click on any record (RFI, Submittal, PCO) the summary panel excludes the Links buttons so they user must scroll down through all the comments to find the files. They can then only open or download 1 file and if it's a file that's not suppo...
Mercedes Green about 1 year ago in PS Web App & Platform / Document Control 0

Portfolio Record Linking to Companies

Create a portfolio level record keeping system that you can link to companies across all projects
Nick Weilemann over 2 years ago in PS Web App & Platform / Portfolios 0

Need a Profile Level File Library to store Corporate Information, Procedures, etc..

The Profile level file repository will have the "User Guides" for everyone who gets access to any project in the portfolio. Also restricted access so we can store Company Level Policies and Procedures.
Benjamin Crosby almost 5 years ago in PS Web App & Platform / File Library 0

General Invoice - Credits

An ability to create credits against line items that have been billed 100% is needed. Use case 1: Item X is ordered. Item X is delivered to 'Location A' and invoiced. Accounting pays. Item X is returned to the vendor because it was mislabeled rega...
Ricci Stevens over 2 years ago in PS Web App & Platform 0

Custom fields to appear for certain record types

Custom fields should be setup to appear based on the type of record selected. For example, if I am creating an Issue record and I select the type as field conditions then I should only see custom fields having to do with field conditions.
Henrick Malpica over 2 years ago in PS Web App & Platform / Custom Fields 0

Should have the ability to set the scale on drawings for measurements. Don't always have a measurement on the drawing from which to calibrate.

No description provided
Guest almost 5 years ago in PS Web App & Platform / Drawings 0