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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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All ideas

Showing 2015
129 VOTE

Portfolio Level Checklist Templates - A MUST

Currently checklist templates can only be managed at a project level. What if 30 new checklist templates are added to the template project after 50 projects have already been created. All of these jobs need the new checklists. Now someone has to g...
Hunter Dickerson 10 months ago in PS Web App & Platform / Field Management / Settings & Administration 7

Application for Payment - Detailed Items Column Totals

In the Applications for Payment module can we get a total for the Detailed Items Columns so that we can see the totals as we are building the Schedule of Values or entering the Work This Invoice Values.
Jennifer Dickman about 2 months ago in PS Web App & Platform / Budget & Cost Management 0

Please Fix Issue where adding a To Company to any BCM record gives ALL users from that company access even when not assigned

This issue was never mentioned during implementation nor does the help state it. In the help it states that the setting "Share with Companies Participating in the Record" applies to Participants as: Author, assignees, and courtesy copy recipients....
Mercedes Green 12 days ago in PS Web App & Platform / Budget & Cost Management 0

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal)

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal). A requirement on most projects. Removes a step for most customers of ProjectSight every time they create an RFI or Submittal.
Teresa Hiller about 2 months ago in PS Web App & Platform / Document Control 0

Wants new Budget Units and Budget Hours applied to General Invoice.

The client needs a method to track Actual Hours in the budget view so that a true Budget vs Actual comparison can be reported and forecasts can then be performed. The client sees this as and oversight to have not applied this the General Invoice f...
William Atchison 4 days ago in PS Web App & Platform / Budget & Cost Management 0

Create a FORMS module in ProjectSight

Project Sight needs a FORMS module, that allows admins to upload company template forms, by embedding writable PDF files that can be filled out as individual records. This process can be completed currently in ViewPoint Teams and needs to be inclu...
Jeremy Block 7 months ago in PS Web App & Platform / Document Control / Field Management 2

Submittal workflow

The submittal module in its current configuration is difficult to navigate when it come to the workflow of a submittal. There needs to be clear roles that can be assigned to "submitters, reviewers & approvers" just like Viewpoint Team. Please ...
Jeremy Hairrell 2 months ago in PS Web App & Platform / Workflow 1

Ball In Court Indication

There is no “Ball in court” indication, so Architects must open every single email, every time to make sure he doesn’t have anything due. Or alternatively, every time he gets an email from ProjectSight, he has to login and check the status of what...
Jackie Allen about 2 months ago in PS Web App & Platform / Document Control 0
117 VOTE

Please add Submittal packages into project sight app

We use submittal packages for all product data and shop drawings and would like contractors to view packages and not register on behalf of project submital distribution and tracking
Guest about 1 year ago in PS Mobile Apps / Submittals 3 Likely to implement

Create Record from Checklist

When working in Checklists on the mobile app we would like to be able to create a record from the checklist item. Typically it would be an Action Item or Notice to Comply item. This is available on the web version but not on the Mobile app.
Guest 3 months ago in PS Mobile Apps / Checklist 0 Future consideration