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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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Contact Selector: Add Project Role Column

We would like to see the Portfolio Role and Title fields in the columns on the Contacts selector. When you have a lot of companies on a project, having the Portfolio Role field can help users to know who they need to copy. When you have a lot of c...
Brendan Radich over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Add ability to export Cost Forecast screen to export show that is show Actual Cost-to-Date

Export the Cost Forecast Screen to Excel
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Identify actual work completed

Field staff could identify work completed on drawings
Brendan Myers over 1 year ago in PS Web App & Platform / Drawings 0

Specifications Module - Custom Fields

Currently, you can add Custom Fields to Specifications Record Settings but you cannot populate the custom field on the Spec Sections inside the Specification Sets. You CAN do this in Drawing Sets. Looking to have the same functionality between Spe...
Hunter Dickerson over 2 years ago in PS Web App & Platform / Specifications 0

Sage Accounting Software

Integrate Sage Accounting Software
Guest over 5 years ago in PS Web App & Platform / Integrations 0

Sharing data owned by different accounts across ProjectSight

Client is interested in sharing/integrating project data from their ProjectSight environment/portfolios to other client environments. Basically a ProjectSight to ProjectSight integration. Best practice for now is to decide which environment will b...
Guest over 5 years ago in PS Web App & Platform / Integrations 0

Meeting Minutes - Send Invitation icon

Please allow the ability to remove the Send invitation icon in the fields of a security role. Therefore if needed you could turn off a user's ability to send an invitation.
Henrick Malpica over 1 year ago in PS Web App & Platform / Security Roles 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 over 1 year ago in PS Web App & Platform / Record Management 0

Meeting Minutes up and down arrows

In meeting minutes security permissions there are no settings to limit the user from moving a record up and down. Even if security is view only, they can move a topic up and down. Please allow the ability for permissions on moving topics up/down.
Henrick Malpica over 1 year ago in PS Web App & Platform / Document Control 0

Availability of Non-Committing Contracts in Contract Invoices

Currently, non-committing contracts are not available in Contract Invoices. We have sub-tier contractors whose contract value is part of a higher tier contract so we don't want to commit their contracts. However, we want to track their billings fo...
Dan Bentil about 4 years ago in PS Web App & Platform / Budget & Cost Management 0