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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

Company Deletion

Need safety protocol in place that companies and contacts cannot be deleted if they are linked to a record within the portfolio. If a user accidentally deletes a company that is linked to a Contract or Purchase Order, contract invoices and general...
Ricci Stevens almost 3 years ago in PS Web App & Platform / Companies & Contacts 0

General Invoice item numbers do not re-sort correctly after adding more than 9.

I have submitted this as defect, but it was rejected, PS-46695. As a result I am submitting as an idea to provide a method for users to more easily reformat the item numbers with preceding zeros rather than having to do it manually.
William Atchison 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Project Settings / Security Groups

We would like the ability to set a security group to be able to access the project settings to create/manage users but not have access to the record settings. I believe this can be accomplished by adding a checkbox option labeled Record Settings i...
Jessica Ream 10 months ago in PS Web App & Platform / Settings & Administration 0

Allow carried forward Meeting Minute topic user define topic numbers to save in new meeting.

Currently if you have renumbered topics in your meeting, and you wish to carry forward those renumbered into the next meeting they will just revert to the default number. This request is to allow for the carried forward numbers to stay in the new ...
William Atchison about 3 years ago in PS Web App & Platform / Document Control 1

All change document forms, including Prime Contract Change Orders, Change Order Requests, Potential Change Orders and Subcontract Change Orders should include detailed breakdown off linked items with totals and signature lines for approving parties.

No description provided
Guest over 5 years ago in PS Web App & Platform / Forms 0 Future consideration

Bounced email notification to sender

If a ProjectSight email/notification has bounced, then the sender would get automatically notified.
Guest about 3 years ago in PS Web App & Platform / Notifications 0

Unlock Contract Invoice Category

Extension off of shipped idea: https://projectsight.ideas.aha.io/ideas/PSW-I-2880 Please also apply this to contract invoices! The category is locked when invoices are stacked with the only option to change them being to delete everything and rekey.
Nick Weilemann over 1 year ago in PS Web App & Platform / Document Control 0

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

Submittal and RFI Logs saved down to a local file for records

When generating and emailing submittal and RFI logs through project sight, it would be beneficial to have an option that would allow the author to have a local file folder that would save down these logs for local record. This will eliminate the e...
Guest almost 3 years ago in PS Web App & Platform / Document Control 0

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 about 2 years ago in PS Web App & Platform / Links 0