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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 2237

Allow carried forward Meeting Minute topic user define topic numbers to save in new meeting.

Currently if you have renumbered topics in your meeting, and you wish to carry forward those renumbered into the next meeting they will just revert to the default number. This request is to allow for the carried forward numbers to stay in the new ...
William Atchison over 3 years ago in PS Web App & Platform / Document Control 1

Ad-Hoc to Excel Limitation

Ad-Hoc reporting to excel has a limitation in that only current project data can be included when printing to excel, allow the user the ability to print all projects data similar to printing to PDF.
Nick Weilemann about 2 years ago in PS Web App & Platform / Reports 1

Record Lock Settings

Workflow unlock feature only affects records as they are moving into that state, not records already in that state. This means that any records created using the portfolio settings will continue to be locked. All new records created after workflow...
Michael Handlmaier almost 3 years ago in PS Web App & Platform / Workflow 0

Add Cost Modules in the Mobile App

Add cost modules on the mobile app (at least start off as view only). I can do my banking on my phone, so I should be able to tweak project budgets or contracts from my mobile device.
Guest almost 6 years ago in PS Mobile Apps 0 Future consideration

Add Material Inventory

Enhancement description: Add a Material Inventory form to Projectsight with similar functionality to Prolog Material Inventory records What are we trying to accomplish? Be able to track inventory and migrate off of Prolog, where the feature exists...
Guest almost 6 years ago in PS Web App & Platform / Field Management 0 Future consideration

Company Deletion

Need safety protocol in place that companies and contacts cannot be deleted if they are linked to a record within the portfolio. If a user accidentally deletes a company that is linked to a Contract or Purchase Order, contract invoices and general...
Ricci Stevens almost 3 years ago in PS Web App & Platform / Companies & Contacts 0

Create a help page that lists fields available in the Crystal Reports XSD files

Create a description of the XSD files available and add it to the Projectsight help. The idea here is to provide a reference source to users creating custom Crystal Reports that explains what fields are available in the XSD files.
Michael Worthington over 1 year ago in PS Web App & Platform / Reports 1

Bounced email notification to sender

If a ProjectSight email/notification has bounced, then the sender would get automatically notified.
Guest over 3 years ago in PS Web App & Platform / Notifications 0

Button or alternative method to expand all topics within Meeting Minutes

Expand meeting minutes quicker, everyone using meeting minutes. Function just like a check all box but would expand all.
mark Lindley 10 months ago in PS Web App & Platform / Document Control 0

Traqspera Integration

Allow for a traqspera integration so time, phases and equipment entered in the daily reports will flow automatically.
Brendan Myers over 1 year ago in PS Web App & Platform / Integrations 0 Future consideration