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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.

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Document Control

Showing 235

Please Show Links button on the summary records

When we click on any record (RFI, Submittal, PCO) the summary panel excludes the Links buttons so they user must scroll down through all the comments to find the files. They can then only open or download 1 file and if it's a file that's not suppo...
Mercedes Green about 1 year ago in PS Web App & Platform / Document Control 0

Need Download All Option - Found the feature please remove Idea

When uploading multiple files to an RFI, Submittal etc, we need to ability to downland all the files at once, versus having to open each file, have it preview, then download each separately. This would be most helpful on the ellipsis of a comment.
Mercedes Green about 1 year ago in PS Web App & Platform / Document Control 0 Already exists

Ability to edit record data directly in the list view

This is a similar request to PSW-I-27 (https://projectsight.ideas.aha.io/ideas/PSW-I-27) (batch editing), but it would be nice to have the ability to edit data directly in the list view.
James Vandezande almost 5 years ago in PS Web App & Platform / Document Control 0

Allow Project Settings to Change the name of a Meeting set including previously saved meetings.

Currently only the Portfolio Settings can change Meeting names including previously save meetings. Client's want the ability in a project to change their meeting names.
Guest about 5 years ago in PS Web App & Platform / Document Control 0

Need use of font options in subcontract creation

Ability to accent parts of subcontract creation with bold, underline, all caps, etc. to call attention to parts of text
Guest about 5 years ago in PS Web App & Platform / Document Control 0

Requesting the project name to be included in the meeting minute invitation emails.

Requesting the project name to be included in the meeting minute invitation emails.
William Atchison almost 4 years ago in PS Web App & Platform / Document Control 0

Meeting Minutes up and down arrows

In meeting minutes security permissions there are no settings to limit the user from moving a record up and down. Even if security is view only, they can move a topic up and down. Please allow the ability for permissions on moving topics up/down.
Henrick Malpica over 1 year ago in PS Web App & Platform / Document Control 0

Submittals should have the same options as Transmittals & Correspondence

We need the same options available in the Submittals Module as the Transmittals & Correspondence Module. This information should also show up on the printed report. A Submittal is a Transmittal and should have the same options as the Transmitt...
Kenani over 2 years ago in PS Web App & Platform / Document Control 0

I would like to see the undo button when adding meeting notes.

we need the undo button so we can work easily on meeting minutes notes.
Guest over 1 year ago in PS Web App & Platform / Document Control 0

RFI Category Not Available in Either Data Forms or Reports

RFI Category has always been available in both Prolog & Converge, many Architects/Engineers require a reason specified for RFI in the report. In the detailed RFI report there is room between Author & Resolved By to add a field below Due Da...
Brian Shawe about 4 years ago in PS Web App & Platform / Document Control 0