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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 2129

Delete Approvers from Checklist Item (not from Template)

Currently, when a Checklist Template is set up, the Approvers tab can be populated with various roles. While completing a checklist however, all individuals tagged to that role are automatically added as approvers with no ability to remove them. F...
Guest about 4 years ago in PS Web App & Platform / Field Management 0

Show Meeting Minutes Item links in the meeting record links panel

Enhancement description: Meeting Minutes records with items that have links should display those links in the parent meeting minutes record links panel too. What are we trying to accomplish? Make it easier to see all item links in one location ins...
Guest about 4 years ago in PS Web App & Platform / Document Control 0

Search Feature in Daily Report and Daily Report View

There are several other ideas currently in the system that are similar to this idea. It would be extremely helpful if when utilizing the search in the modules if it would search all the features within that module or the columns/items list on the ...
Jessica Ream about 2 years ago in PS Web App & Platform / Search 0

Alert Notification if Contact Email hasn’t been Entered

Request for an automated alert notification when sending reports, assignments, action items, etc. from ProjectSight to contacts that do not have an email address created/entered within the system. Currently, the report, assignment, etc. would cont...
Guest about 3 years ago in PS Web App & Platform / Notifications 0

Ability to update multiple Drawing hyperlinks at once

Ability for our users to be able to select multiple items on drawings at once and be able to modify the hyperlink assigned to all selections at once.
Rick Parker about 3 years ago in PS Web App & Platform / Drawings 0

Show Project Name on Record "Full Form" View

Enhancement description:We would like to see the project name next to the record type & # on the full form view. What are we trying to accomplish?Make it easy for users to know what project they're working on when in the full form view. How is...
Brendan Radich about 5 years ago in PS Web App & Platform / Navigation / UI 0

Adjust Submittal / RFI # after the fact

Sometimes there could be pre-existing RFI's or submittals prior to bringing everything onto Project Sight. Therefore, it would be helpful to adjust the numbers (start at a random number for your "first submittal" prior to uploading the "existing")...
Guest about 2 years ago in PS Web App & Platform / Document Control 0

Canceling a General Invoice or Contract Invoice

Once you pass the first screen on a General Invoice or Contract Invoice you cannot cancel out. The only way to remove that record is to "Delete". This is a big issue as we would not give delete rights to an average user. EXAMPLE: AP Role is keying...
Ricci Stevens about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Trigger Status change to "Answered"

When a record comment has been promoted or defined as an answer, automatically switch the record status to "Answered" (or other defined "answered" status)
Jane Shulzhenko about 4 years ago in PS Web App & Platform / Document Control 0

Project Users when batch changing Security access role. Allow for an option to select the default roles.

This would allow clients to select their users with the already defined default role to add all those users at once. Right now there is no option for this and you are not taking advantage of the already set default security role. Currently you can...
William Atchison about 3 years ago in PS Web App & Platform / Settings & Administration 0