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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 2178

Ability to customize the auto populated file names of exported drawings

When I download the most current drawings grouped by disipline I would like it to auto-populate the file name more intelegently. For example JOB# - Drawing Name – REV# - YYYY.MM.DD – Description. And let me set those peramiters and then pull them ...
Guest almost 3 years ago in PS Web App & Platform / Drawings 0

Add Record Notification Option for Task Completed

Please add a notification option for assignment completion. Currentlly the only options are : -Assigned -CC'd -Comments Added -Status Changed Adding the option assigment completed would allow us to get notifications when an assigned user completes...
Michael Handlmaier about 4 years ago in PS Web App & Platform / Notifications 0

Create link to Records

We would like to be able to create links to all records. This would allow us to add links in other applications. Currently links can only be generated by sending a notification. There is no record url available.
Michael Handlmaier about 4 years ago in PS Web App & Platform / Links 0 Already exists

Ability to Shared Custom Views Across Portfolios

We have multiple portfolios that organize our projects geographically. Each portfolio is basically set up the same way and have many of the same users. Having the ability to create custom views in one portfolio and copy the view to another portfol...
Guest almost 3 years ago in PS Web App & Platform / Views 0

Ability to Set Default Assignee based on Record Type

We use the Submittals, Submittal Packages and Punch Items Modules for various types of records. For example, we create punch items for construction, FF&A, and Owner/Operations. It would be great if we could set a default assignee(s) to each of...
Guest almost 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

iPad Checklists - Show Information Panel by Default

Currently when you are inside of a Checklist, the Information Pane is hidden by default. It would be great if this pane would show by default similar to the web version.
Hunter Dickerson almost 3 years ago in PS Mobile Apps 0

Please Add Payment Terms to Companies and Pull Terms from Company on Commitments

Payment Terms for Vendors are determined by accounting (in our case they are setup in Vista). These payment terms need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ...
Mercedes Green over 1 year ago in PS Web App & Platform / Companies & Contacts 0

In Portfolio Settings - Company Contact Info field the Project Column that links projects to contacts. After entering and saving project it disappears.Can this be upgraded to show all projects linked to company and contract.

It would benefit project manager and office staff to quickly pull up info when needed
Guest over 5 years ago in PS Web App & Platform / Links 0 Future consideration

Allow Group Assignment to RFI and Courtesy Copy

When an RFI is received, its laborious to assign individually. If one could assign an RFI to a 'Design Team' Group, or courtesy copy meeting minutes to 'Contract Team', 'and Design Team', this would be helpful.
Ciaran O'Brien almost 3 years ago in PS Web App & Platform / Document Control 0

Add a toggle that turns all switches on/off

My project has allot of submittal status categories and it can be tedious switching multiple toggles on and off to filter the list. This can be frustrating when you want all on but one toggle. I think it would be nice to have a toggle at the top t...
Guest almost 3 years ago in PS Web App & Platform / Document Control 0