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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

Email the User when a Vista Import Fails

When a user clicks a record to Send to Vista, it takes 1 hour to import. There is no notification if it fails due to whatever the reason so we are constantly missing POs or Change Orders etc at month-end then it becomes a flurry of late nights try...
Mercedes Green 3 months ago in PS Web App & Platform / Integrations 0

Add measurement possibilities in the new PDF viewer

Since March 2023 the new PDF viewer is built in into ProjectSight. Please add measurement possibilities in this viewer
Patrick Schemkes over 1 year ago in PS Web App & Platform / File Library 0

Print Checklist Summary by date range

We are trying to use the checklist for our safety inspections and work order tickets. We need to print summary logs for all of the jobs using a date range. We can only print all of the checklists on all or a selection of jobs. Really, all summary ...
Nancy Burriss 5 months ago in PS Web App & Platform / Reports 0

Record number reformatting does not add preceding zeros on all numbered records.

Currently Automatic formatting of the numbers can only be applied to those records that were created with auto-numbering turned on. This means any record numbering created with manual entry will not receive any preceding zeros. This is when a clie...
William Atchison over 1 year ago in PS Web App & Platform / Settings & Administration 0

Impersonate user

As a project or portfolio admin I need the ability to impersonate another user so that I can validate their security settings or provide application support. Current methods of creating alternate logins - such as a gmail account - create unnecessa...
Jeremy Sibert almost 5 years ago in PS Web App & Platform / Security Roles 0 Future consideration

Want ability to approve entire Daily Report with one click. Including any labor & Equipt all together.

Client does not like clicking to approve in record status and then having to also approve crews and equipment. Please add a one click option for approving all at once.
William Atchison about 3 years ago in PS Web App & Platform / Daily Reports 1

Daily Report UDF label size is too small

The UDF on the app is small. It cuts off the label. Can this text be wrapped to accommodate a larger field?
Nancy Burriss 5 months ago in PS Mobile Apps / Daily Reports 0 Future consideration

In the daily report, the custom fields will not print on report.

You can add rich details to your project daily reports, but you cannot download or print the reports with the information from the additional tab.
daniel harrell over 1 year ago in PS Web App & Platform / Field Management 0

Drawing Index Improvements

This first iteration of the Drawing Index is nice, but we want to see the following improvements: The dropdown indicator is small, and it isn't clear or intuitive that users can click on the sheet name to open this panel. I think that making the d...
Brendan Radich 6 months ago in PS Web App & Platform / Navigation / UI 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 over 1 year ago in PS Web App & Platform / Companies & Contacts 1