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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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Assignments & Courtesy Copies

Showing 44

Provide option to modify own assignments only

Currently security settings only allow to enable/disable a user to modify assignments for any given record. * If we disable the ability to modify assignments then then the user can't mark their own assignments as completed.* If we enable the user ...
Michael Handlmaier almost 5 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Distribution Lists by Project Role

Enhancement description: Ability to create distribution lists based on project role. What is the customer trying to accomplish? I want to have a project template with distribution lists in it. The distribution lists members would be based on role....
Brendan Radich over 5 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Distribution Lists in Courtesy Copies Field

We would like the ability to quickly add all members from a distribution list by showing the distribution lists in the pop-up contact selector. Clicking a distribution list should add all the lists contacts.
Brendan Radich about 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

All Encompassing Notification Report

It would be good to have the ability to automatically send out notifications/reports to users at intervals whether daily or weekly listing all open records for which they are assigned responsibility.
Guest over 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Add Comments to the Assignments

When someone is assigned to a record, there is the ability to assign a due date. It would be helpful if there were also a short comment section under each assignment to indicate what that user is being asked to do. Sometimes there are multiple ass...
Guest about 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Would be better if assignments on reports included the company name rather than just the contact. Seeing only the contact, people may not recognize what company and/or trade is associated with the name when reviewing the report.

No description provided
Guest over 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0 Planned

Recurring Assignments

For checklists (and my suggested photo feature (https://projectsight.ideas.aha.io/ideas/PSW-I-143) ), I think we should be able to schedule recurring assignments. I would like for our VP of Construction to be able to assign checklists to our super...
Brendan Radich over 5 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0 Future consideration

Notifications for Submittals & RFIs - whoever has something assigned to them always receives notifications, however those that are CC'd do not always receive notifications. Notifications are only sent to CC'd parties when a comment is added to an RFI, which also sends the assignee a second notification (one for being assigned, then one for the comment).

No description provided
Juliana Bacelar 4 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Portfolio view assigned tasks

there should be a way to view your assigned tasks for all projects in a single page…. A personal to-do list off all projects. Even better if portfolio admin could view others pending items. Just like the one PS has for projects, but for portfolios.
Guest 12 months ago in PS Web App & Platform / Assignments & Courtesy Copies / Project Home Page / Dashboard 0 Future consideration

Contacts Can Comment on Records

Currently you can assign or CC a basic Contact who is not a User. That Contact will receive an email notification. It would be nice if that basic Contact could respond to the email notification and have it populate back into PS as a comment even a...
Hunter Dickerson about 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 0