Skip to Main Content
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.

ADD A NEW IDEA

Document Control

Showing 226

Improve Meeting Minute Search by including additional Fields.

Improve the search option in the top right of the Meeting Minute List form. It needs to include topic fields and internal fields to that such as notes and comments. Right now the search is really too limited.
William Atchison about 1 year ago in PS Web App & Platform / Document Control 0

Importing Submittal Answered By

When importing in exiting submittal information ProjectSight defaults "answered by" to the individual who is importing as opposed to who answered it originally.
Nick Weilemann 9 months ago in PS Web App & Platform / Document Control 0

RFI History - No Record of RFI Being Issued

When issuing an RFI by Print Report Email, this action is not listed in the History tab. It should be shown in the History tab that the RFI has been sent, and it should list the recipients of the email as the most recent action. When clicking send...
Guest over 4 years ago in PS Web App & Platform / Document Control 0 Future consideration

Export Submittals and RFIs while being sorted

We would like to be able to sort our submittal/RFI list and then export to excel with it keeping the list sorted, so that we can make changes in Excel and then reimport the list into Projectsight. Right now when we sort the lists and export, it ex...
Aaron Deister 10 months ago in PS Web App & Platform / Document Control 0

Ability to lock submittals using the closed toggle switch

We want to lock submittals once they are closed using the closed toggle switch in addition to the current method, which uses the workflow status. Typically, the status locks a submittal but we have turned that off, due to other internal people nee...
Brady Poppelreiter over 3 years ago in PS Web App & Platform / Document Control 0

Remove the system requirement to add text to the Submittal Description Field

When adding a new Submittal item, the "Subject" field and the "Description" are redundant, yet both system-required fields (Description is not technically a field in the field attributes area to even try turning it off, and Subject is there but ca...
Guest almost 5 years ago in PS Web App & Platform / Document Control 0

Assign Multiple Locations

Some RFIs pertain to more than one area and adding multiple locations can help clear up where it is related to.
Guest about 1 year ago in PS Web App & Platform / Document Control 0

minutes should print all action items

When attempting to print the meeting minutes, it does not print any of the action items. Yes it is an option on the pull down screen to print them, however it does not work. In fact all the options for printing meeting minutes do not print anythin...
Jonathan Elder almost 3 years ago in PS Web App & Platform / Document Control 0

Security Role Feature - Can Access RFIs/Submittals for all Companies

Currently for Daily Reports, Change Orders, and Contract invoices there is a security role feature in the feature tab that allows you to grant that security role access to all daily report labor cards, change orders, or contract invoices as if the...
Henrick Malpica 5 months ago in PS Web App & Platform / Document Control 0

Please add responsible company or to/from capability to RFI form for reporting/exporting RFI reports

In many cases we need to upload our RFI to the architects system (we cannot use assignments and notifications, they do not want emails - we can't even email them the report, we have to upload it to Newforma). We need to have the ability to show to...
Guest over 4 years ago in PS Web App & Platform / Document Control 0