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 2230

Ability to create sub-projects within a project

Client requesting ability to create sub-projects within a project. Locations can be used in some cases but in other cases there is a need to break the sub-projects out with their own budgets and/or greater segregation of records. Some examples cou...
Guest over 5 years ago in PS Web App & Platform / Portfolios 0 Future consideration

Multi Currency Support

Need the ability to track multi-currencies within a project and portfolio.
Ricci Stevens about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to choose & enter specific project when logging in

It would be nice if you could choose a preferred project to enter when you login. Instead of the two clicks required to select portfolio, then project. Should be a user-based preference, which can also be set to None. Possible solution to 'flatten...
Guest over 5 years ago in PS Web App & Platform / Navigation / UI 0 Future consideration

Enable a field to have a default value of another field

We at times need a standard or custom field to default to a value of another field on the same record. For example, we created a Contract Amount field and want it to always default to the Applied Amount (Bdgt) amount. So similar to how you can set...
Mercedes Green about 1 year ago in PS Web App & Platform / Portfolios 0

Please include RFI Question in RFI Notifications

Subsequent workflow-based RFI notifications do not show the original question, requiring users to navigate back to the system to find the RFI and match which one it is so they know which one they're working on - both web and mobile are affected
Guest over 2 years ago in PS Web App & Platform / Notifications 0

Copy Paste Daily Reports

As a large construction site developing a project, it would be helpful to have a copy paste entire daily report function to proceeding days. I can see the copy paste for labor, however just the ability to drag over several days would add an even b...
Guest over 3 years ago in PS Web App & Platform / Daily Reports 0

Kick off/trigger another record based on an answer from another record/checklist answer

Use Case: User fills out a Safety Checklist. One of the answers on the Checklist is "Attn Req'd"/"No". Based on that answer, there is a need to fill out anther checklist or start a "Safety Notice" record. It would be helpful to kick it off automat...
Jane Shulzhenko over 3 years ago in PS Web App & Platform / Workflow 0

Add a project or Portfolio log to see user activity: Logins, records deleted, records added, records modified, date time stamps.

Clients would like to identfy users activity. They would like to know who might have deleted or added a record. They would like to know when users logged in previously.
Guest about 5 years ago in PS Web App & Platform / Settings & Administration 1 Future consideration

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 about 1 year 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 about 1 year ago in PS Web App & Platform / Document Control 0