Skip to Main Content
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.

ADD A NEW IDEA

All ideas

Showing 1991 of 1991

General Invoice item numbers do not re-sort correctly after adding more than 9.

I have submitted this as defect, but it was rejected, PS-46695. As a result I am submitting as an idea to provide a method for users to more easily reformat the item numbers with preceding zeros rather than having to do it manually.
William Atchison 3 months ago in PS Web App & Platform / Budget & Cost Management 0

Project Settings / Security Groups

We would like the ability to set a security group to be able to access the project settings to create/manage users but not have access to the record settings. I believe this can be accomplished by adding a checkbox option labeled Record Settings i...
Jessica Ream 3 months ago in PS Web App & Platform / Settings & Administration 0

SMTP Email to send various documents to the File Library

Please allow an email address to be generated for each project. This email address could be passed out to all collaborators who wish to send a document to the file library. For example, I am submitting a submittal or sending a document to a collab...
Henrick Malpica 9 months ago in PS Web App & Platform / File Library 0

Users should be able to edit their Title, Phone Number, etc..

Right now a Portfolio Admin has to update individual users information, it would be great if users could maintain their own information.
Benjamin Crosby over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Need security option for Settings. Specifically the ability to uncheck/unlock Portfolio Inherited settings in a project.

The client needs the ability to secure the Portfolio inherited checkbox in Project Settings. They need to have some Security Roles have access part of the Settings (companies, contacts, etc), but they do not want these same roles to be able to unc...
William Atchison over 1 year ago in PS Web App & Platform / Settings & Administration 0 Planned

Visual Cue when importing from File Library

When importing large drawing files from the File Library, there is no visual cue that the files are actually loading. If you select the file a second time then multiple copies are imported. Having an active Visual indicator would be most helpful.
Ricci Stevens 6 months ago in PS Web App & Platform / Drawings 0

Share Drawings with Annotations

You can turn annotations on and off in drawings and share a drawing, but the annotations are never shared on the drawing. If annotations are on, can they be sent with the drawings? And if annotations are disabled, then only the drawing gets sent?
Guest about 2 months ago in PS Mobile Apps / Drawings 0 Future consideration

Need Tendering Module to track bids that can then create contracts after awarded

ProCore has a Tenders module that allows us to send out Tenders, link drawings and specs, create schedules and tender forms, award then create Subcontracts to the awarded Trade. We either have to use a third party application, combo of Excel/Outlo...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Marry Existing Portfolio Settings

ProjectSight gives the ability to duplicate a portfolio from a template to copy settings but does not give the user to mass edit settings within a portfolio that is currently underway. This would be useful for larger projects that have a dynamic l...
Nick Weilemann 5 months ago in PS Web App & Platform / Settings & Administration 0

Copy email addresses

As currently designed, it is not possible to highlight and copy, or right click and copy, email addresses from ProjectSight to paste into web email apps or other documents. The link copied when using a right click is not a conformed email address....
Jeremy Sibert 5 months ago in PS Web App & Platform / Companies & Contacts 0