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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 2015

Prompt/Allow User to Complete Profile Setup on Mobile

It's pretty common for field users working for us or for subcontractors to only use a tablet or phone, and ProjectSight Mobile. For these users, our invitation is often the first time they're using ProjectSight, and if they haven't completed their...
Brendan Radich about 1 year ago in PS Mobile Apps / User Experience 0 Future consideration

Ability to suppress units & hours for Budget columns at budget record type level.

Currently, suppressing units and budgets is for all units & hours across all budget record types. This is limiting the ability to limit the column list in the columns selection window which presents budget columns that are not being utilized a...
Bill Fadok about 2 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Detail to PCCO History

In the PCCO History, if a PCO is added or deleted from the record, it simply states that a PCO was added / deleted, but does not specify which PCO. We need to see specifically which PCO was added / deleted.
Guest 5 months ago in PS Web App & Platform / Budget & Cost Management 1

More filter and sort options for records accessible on the mobile application

Greater ability to sort and filter data on the mobile application like you can on the web version. Filter by Location, Assignments, Type. Sort By with multi-selectable option and default expansion of groups
Guest over 2 years ago in PS Mobile Apps / Punch 2 Likely to implement

Add calendar invites to meeting minute notifications

Would be great to have ability to send an actual calendar appointment (.ical file) so anyone with any email/calendar program can open and save to their calendar from the meeting minute notification
Guest over 4 years ago in PS Web App & Platform / Document Control 1

Project Photo Auto Generation

Can a photo of the job number automatically generate based on the project number. An example is shown in the attached screenshot.
Henrick Malpica over 1 year ago in PS Web App & Platform / Project Home Page / Dashboard 0

Please Add more Fields to the ERP Vista AP and AR Customer integrations

Each Customer and Vendor added into ProjectSight from Vista are left with a blank company type. Would be a very simply modification to tag each AP Vendor as Vendor Type and AR Customer as Customer type. As of now, I have to export all the blanks, ...
Mercedes Green 11 months ago in PS Web App & Platform / Companies & Contacts 1

Allow Customers to Create Custom XSDs

Within Vista, we have the ability to create our own SQL Joins and Stored Procedures so I can get any data for any report in any format I need. Within ProjectSight it's extremely limited. As a customer, we should be able to create these datasets as...
Mercedes Green about 1 year ago in PS Web App & Platform / Reports 0

Share folder link to external users without ProjectSight account (e-Builder has this function as a public URL link)

We often share public URL links with Upper Management and Buyers that do not need to create a ProjectSight account. It would be nice to have this feature similiar to the Documents Module in e-Builder.
Avis Chareunsouk about 2 years ago in PS Web App & Platform / File Library 0

Last modified fields are no longer updated when comments or file uploads are added to a record.

The way the Modified fields work eliminates the client's method to quickly look at the record list view and determine if a record has been updated. These Last Modified and Last Modified by fields were added to record views by client request (https...
William Atchison almost 2 years ago in PS Web App & Platform / Document Control 0