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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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All ideas

Showing 2162

Allow File Library to be disabled like a Module

Allow File Library to be disabled like other modules in the permissions settings. Otherwise, it stays on their home page. (Which inevitably leads to a discussion of what it is and why the user doesn't have access.)
Guest 12 months ago in PS Web App & Platform / File Library 0 Future consideration

Meeting Invite Added To Outlook Calendar

When sending a meeting invite it would be nice to be able to save it to each team's calendar. We are currently sending the invite plus a calendar invite.
Guest over 2 years ago in PS Web App & Platform / Integrations 1

Include in Emails and Reports' Default Setting

Currently there is no option on the portfolio or project level to set the default value for the 'Include in Emails and Reports' check box and it is currently set to include. When printing a record to pdf it is virtually impossible to exclude all n...
Michael Handlmaier over 2 years ago in PS Web App & Platform / Record Management 0

Ability to Customize PS Invitation Email to External Users

Give us the ability to modify the standard text of emails being sent from the system to our clients? For instance, when we add a User to the system and they need to set up a user name and profile we would like that email to be modified slightly. W...
Jeff Miller over 1 year ago in PS Web App & Platform / Notifications 0

Choose a folder to save reports in the file library

In ProjectSight, both reports and uploaded files on records are saved in a portfolio defined quick upload folder under 'ProjectSight Documents'. But reports like Meeting Minutes are stored in a different folder in our projects. It would be good to...
Patrick Schemkes about 1 year ago in PS Web App & Platform / Reports 0

Ability to save a file with a different file name in the file library

Ability to save a file with a different file name in the file library. This is useful when creating new files or records using a Word or Excel template.
Trimble ProX Team 9 months ago in PS Web App & Platform / File Library 0

Floating Meeting Minutes Notes Text Formatting Toolbar

Great addition to the previous Agenda field. Please make the toolbar to format text floating so it is always accessible.
Michael Handlmaier over 3 years ago in PS Web App & Platform / Navigation / UI 0

Ability to copy complete Daily Report

The ability to copy information from a previous Daily Report to a new Daily Report is extremely limited. Should be able to copy a complete previous report including Labor, Equipment, Notes and Custom Fields from Additional Info tab. Would save a t...
Bill Fadok over 1 year ago in PS Web App & Platform / Daily Reports 0

Timestamp on photos

No description provided
Christine Argo 7 months ago in PS Mobile Apps 3 Future consideration

Projectsight Integration with File Storage Apps (Dropbox, OneDrive, Google Drive, Egnyte)

Users often use Cloud file storage apps like Dropbox, OneDrive, Google Drive, or Egnyte. Having the ability to directly link files or upload files to the FMS from these apps would make their workflow and processes faster and seamless. At the momen...
Guest over 5 years ago in PS Mobile Apps 1 Unlikely to implement