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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 2127

Exported Budget Screen should include Forecast Cost and Over/Under formulas

Since the Forecast To Complete, dates and allocation types are editable when exporting the budget, I assume it's used so we can enter our forecasts. When we start entering the forecast to complete costs, it should mimic in the spreadsheet as it do...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Financial Information Viewable by Company

For a company that is allowing CMs to operate as GCs on their jobs they would like them to have the ability to process invoices and access to company specific BCM information currently permissions are set edit/view all. Being able to apply a filte...
Nick Weilemann about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Company In Active Setting

Users would like the capability to make a Company 'Not Active' similar to what you can do with contacts.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Companies & Contacts 0

Submittal numbering- allow manual manipulation to add letters, example @ 3A

Allow manual manipulation of submittal & RFI numbering. Sometimes submittals have several parts that are not all submitted at the same time. It helps with organizing.
Guest about 3 years ago in PS Web App & Platform / Document Control 0 Future consideration

Add User from Project Team page

Ability to add users directly from the Project Team page rather than via Portfolio/Project Settings.
Guest over 2 years ago in PS Web App & Platform / Project Directory 0

Reports do not have a way to include record Item attachments such as Checklist items.

As a result of missing functionality described in https://projectsight.ideas.aha.io/ideas/PSW-I-1542 the inability to include the Checklist item attachments is more relevant to the client. The report will only provide a link, so the client has a i...
William Atchison over 1 year ago in PS Web App & Platform / Field Management 0

Punch Batch Update

Need to be able for bath update to edit ALL fields and not just a few. On large jobs this will take forever
Jerry Davis about 3 years ago in PS Web App & Platform / Batch Edit 0 Future consideration

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 over 2 years ago in PS Web App & Platform / Workflow 0

Daily Reports - Labor Status - Approval

In the Daily Report module under Labor you have a status for pending and approved. When marked as pending the labor doesn't appear on the view screen or within the total labor on the daily report. We would like the option to eliminate the pending ...
Jessica Ream over 1 year ago in PS Web App & Platform / Daily Reports 1

Opening Linked Files with Office 365 without navigating to Trimble Connect

Currently, when the Trimble Connect FMS is activated, any files linked to a record cannot open in office 365. Please allow the ability to open the file in office 365 without having to navigate to the file library for that record
Henrick Malpica almost 2 years ago in PS Web App & Platform / Links 0