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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 2233 of 2233

Add 'From' and 'To' company addresses on the Application for Payment reports. Currently only the Company names appear.

Open a project and navigate to "Budget and Cost Management-Application For Payment"Open an application for payment and Print a report. Note that the addresses for the 'To' and 'From' companies do not appear on the report. Client would also like th...
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Add Default "View-Only" Security Role

Client requests "a typical "view only" user role if we want to share reports, but not allow any changes.". Note that this can already be accomplished by manually creating a new Role with read-only permissions to all areas of ProjectSight. We can c...
Guest over 5 years ago in PS Web App & Platform / Security Roles 0 Future consideration

Include Sample Project when creating a new portfolio from a Template portfolio

Please allow the ability to create a new portfolio from a template and include the sample project.
Henrick Malpica over 1 year ago in PS Web App & Platform / Portfolios 0

Items assigned to me

Allow users to see items assigned to them that are open and closed. Even if an item is marked done it should be viewable as an item assigned to them.
Henrick Malpica over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies / Navigation / UI 0

Drawings Tab needs to be collapsible

A recent update added a drawings tab to the left side of the drawing viewer to quick select drawings without needing to go back a page to select a new drawing. Unfortunately, the new tab menu is not collapsible, so you cannot see around 1/3 of the...
Nick West 5 months ago in PS Web App & Platform / Drawings 0

Enforce data entry on all user-configured required fields during record creation

When creating new records, all system-defined required fields must be entered when creating new records. However, user-configured required fields are not enforced. Users can create a new record, such as a Contract, fill in all standard required fi...
Michael Worthington about 2 years ago in PS Web App & Platform / Forms 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

Custom Fields Tab should have the ability to insert section titles

When modules need several custom fields, it would be helpful to have them organized with headers. I suggest that you add a "Title" Type to the Custom Field that would just format the Lable to look like other subheaders (Blue and Larger Font Size).
Guest over 4 years ago in PS Web App & Platform / Custom Fields 0

Meeting Minutes Attendees List

Please present the list of invitees in alphabetical order to aid in marking them present. Marking the invitees as present for the meeting, it is difficult when the list is very long and the names are in random order.
Dwain Wood over 2 years ago in PS Web App & Platform / Document Control 0

PCO Status

PCO Status is limited to Open, Pending, Approved or Rejected. Open indicates that some action is required Pending indicates someone needs to make a decision. Approved/Rejected both indicate a decision has been made. As it is not uncommon for an is...
Wil Marto 11 months ago in PS Web App & Platform / Budget & Cost Management 0