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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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Document Control

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Add Schedule Activity ID Field to Submittals Module

We would like to get a field added to the Submittals Module for the Schedule Activity ID. This will help connect our CPM Schedules and Submittals for delivery dates, updates, and additional information. If there's a future integration with a sched...
Guest about 4 years ago in PS Web App & Platform / Document Control 0

When Adding a Submittal in the "Enter a Description Box" the Option is to Add a Link & Upload a File

Until the Submittal is saved as a Draft the option to add a "DOCUMENTS FOR REVIEW" is not available. This leads to confusion, maybe the "Add a Link" should not be present or the Document for Review option in should be available in some format.
Brian Shawe over 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

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 about 1 year ago in PS Web App & Platform / Document Control 0

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 about 1 year ago in PS Web App & Platform / Document Control 0

Submittal Number Field is not Sorting Correctly

This is not an idea for a future update, but instead a bug in the software that needs to be corrected. The sort by Submittal Number needs leading zeros to sort correctly. When sorting on the submittal number it jumps from 100 to 1000. If it were 0...
Dwain Wood about 4 years ago in PS Web App & Platform / Document Control 0 Defect

Ability to Promote Multiple Comments to the Answer for RFIs & maybe Submittals

Enhancement description: Give users the ability to select multiple comments and promote them as the answer for RFIs. What are we trying to accomplish? Easily include all relevant information in an RFI response. How is the lack of functionality aff...
Brendan Radich about 4 years ago in PS Web App & Platform / Document Control 0

Include Title of RFI/Submittal in Email Distribution

I believe it to be beneficial for communication and organizational purposes for emails sent directly from ProjectSight regarding submittals/RFIs to include the actual assigned title of the submittal/RFI and not just the number. It was a request fr...
Guest over 2 years ago in PS Web App & Platform / Document Control 0

Submittal Sorting

Need the ability to sort submittals by Number, Rev, and Spec Section at one time. Maybe give the abilty to 1st sort, 2nd sort ect. Also add multiple groups.
Guest about 4 years ago in PS Web App & Platform / Document Control 0

Add the ability to back date Date Resolved which appears in RFIs and submittals.

Currently the Date Resolved is pulled from the date a comment is created with the box checked for Marked as Approved Docs. This seems to be the only way a date is selected for the Date Resolved used in submittal reports.
William Atchison over 3 years ago in PS Web App & Platform / Document Control 0

Send files via Transmittals

We would like the ability to easily upload files to send via the Transmittals & Correspondence module. The main goal is to have a simple way to send files to recipients without requiring them to log into a web site such as Connect to download ...
James Vandezande about 3 years ago in PS Web App & Platform / Document Control 1