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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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Showing 2165

Better Organization Hierarchy for Transmittals

It's difficult for users from different teams to navigate in the sea of thousands of transmittals. Allow to create multiple sub folders in "Transmittals and Correspondence" so the letters could be organized by teams or projects. For instance, inco...
Mizzu Cho 11 months ago in PS Web App & Platform / Document Control 0

Able to Track Correspondences by Conversations

Instead of having to make a post for each correspondence and having to swim in the pile of 100000 letters, allow to attach files to items under the transmittals page as it is in "Meeting Minutes" pages. That way, we would only have to log the firs...
Mizzu Cho 11 months ago in PS Web App & Platform / Document Control 0

Trimble Connect - Ability to Share Public Link to Entire Folders

Currently, in Trimble Connect, you can email a public link of a file to someone that does not have a Trimble ID. It would be great if you can share an entire folder instead of individual files.
Hunter Dickerson about 2 years ago in PS Web App & Platform / File Library 0

Ability to lock submittals using the closed toggle switch

We want to lock submittals once they are closed using the closed toggle switch in addition to the current method, which uses the workflow status. Typically, the status locks a submittal but we have turned that off, due to other internal people nee...
Brady Poppelreiter almost 4 years ago in PS Web App & Platform / Document Control 0

Report Runtime Filters

It would be beneficial to have the ability to have runtime filters built into the crystal reports, be recognized within the ProjectSight envirnoment, and have the ability to filter based on Null values.
Ricci Stevens about 3 years ago in PS Web App & Platform / Reports 0

Lost Day Tracking

We need the ability to filter the Daily Reports by Project Lost Productivity. The field exists on the form but there is no way to filter based on this field. Having it as a Widget and a separate Report would also be helpful!
Ricci Stevens about 3 years ago in PS Web App & Platform / Daily Reports 0

Make Companies Have a Default Security Role So New Users Automatically Get Assigned The Default Role for Their Company.

No description provided
Guest almost 2 years ago in PS Web App & Platform / Companies & Contacts 0

Auto Numbering - Sequence (Job Number)

Can you allow the ability to turn on auto numbering for the project number? As you can with many of the other modules throughout ProjectSight.
Henrick Malpica over 1 year ago in PS Web App & Platform / Project Home Page / Dashboard 0

History Report

You can view the history of any record within ProjectSight but there is no way to run a report with this information. We need a way to pull this information into a printable format.
Ricci Stevens over 2 years ago in PS Web App & Platform / Reports 0

Need to be able to move/copy a project from a portfolio to another.

We are using portfolios for bidding's and construction, and would like to, on finished constructions and maintenance. If a bid is win, would be nice to move it to the construction portfolio, and if you are following work after construction we want...
Guest over 4 years ago in PS Web App & Platform / Portfolios 0