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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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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 over 4 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 almost 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 almost 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 over 3 years 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

Immediate Notifications for RFI and Submittal Comments

The fact that it takes 30 minutes for email notifications to go out for added comments on RFI's and Submittals is causing chaos on our projects. These notifications should be immediate, please fix this ASAP.
Gabriel Martins 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 almost 4 years ago in PS Web App & Platform / Document Control 0

Help for Outside Users

Most of the Help screens I've reviewed have help for the primary users/owners of ProjectSight. Many times I need to point an Owner, Design Team Member or a subcontractor to the help screens to see how to perform their workflow. For example, provid...
Dwain Wood over 2 years ago in PS Web App & Platform / Document Control 0

Saved View For Submittal Packages

When editing a submittal package it would be helpful to custimize that screen and save the view.
Guest over 2 years ago in PS Web App & Platform / Document Control 0

Allow Group Assignment to RFI and Courtesy Copy

When an RFI is received, its laborious to assign individually. If one could assign an RFI to a 'Design Team' Group, or courtesy copy meeting minutes to 'Contract Team', 'and Design Team', this would be helpful.
Ciaran O'Brien over 2 years ago in PS Web App & Platform / Document Control 0