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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

Showing 224
119 VOTE

Meeting Template

It would be nice to be able to create a meeting "template" to be able to plug and play for new meetings. For example, create a Prep-Meeting template, that can be used when generating meeting minutes for dozens of subcontractors. And then you would...
Guest about 3 years ago in PS Web App & Platform / Document Control 8

The ability to hide submittals instead of deleting them and losing all of the information when creating revisions

It would be useful to have the ability to hide submittals instead of deleting them when new revisions are created. We are struggling with Subcontractors updating the most current submittal. When the original submittal is deleted and a revision is ...
Amanda Luna about 1 month ago in PS Web App & Platform / Document Control 0
115 VOTE

When Promoting an ISSUE into an RFI- Carry text and Links across

When an Issue needs to become an RFI we have to link the Issue - but then we have to copy all the data and drawing links etc... It would be better if the ISSUE could be Promoted _ Same Data - Same Attachments - Same History for Everything - it jus...
Benjamin Crosby about 3 years ago in PS Web App & Platform / Document Control / Links 0

Ability for users to mark their own RFI Assignments as done but prevent them from marking assignments for other users.

Ability for users to mark their own RFI Assignments as done but prevent them from marking assignments for other users.
Trimble ProX Team 24 days ago in PS Web App & Platform / Document Control 0
116 VOTE

Project Closeout Module

Nearly every contractor has close out requirements on their construction project. We have to obtain standard warranties, extended warranties, lien releases, tax payment confirmation, etc not to mention Owner specific paperwork and deliverables. Un...
brian penner almost 4 years ago in PS Web App & Platform / Document Control 0 Future consideration

Notifications/Comments - Documents for Review

When a document for review is added unless a comment or a status is changed a notification email is not sent. Please allow the ability to add either a comment to the document for review or a notification to be issued once a document for review is ...
Henrick Malpica 7 months ago in PS Web App & Platform / Document Control 1

Add Revisions to RFI's

Allow copies of RFI's to create a new revision number 1. open a Project and navigate to Document Control- RFI's 2. Copy RFI 3. Notice that saving a copy of an existing RFI creates a copy and assigns the next record number User would like the copy ...
Jakeb Moon almost 3 years ago in PS Web App & Platform / Document Control 1

Maintain bookmarks from original documents

The PDF bookmark feature is not available in the ProjectSight PDF Download. This means that submittals downloaded lose all original bookmarks. It is important to maintain these bookmarks. Adding them back in is time consuming.
Leisa Peterson 10 months ago in PS Web App & Platform / Document Control 0

Ability to store multiple pdf or jpeg custom stamps in the submittal markup tool, similar to Bluebeam

This tool is necessary to avoid having to export and re-upload submittals in order to attach a custom stamp. In the "custom stamp" tool there should be an option to simply upload a pre-existing file.
Guest 2 months ago in PS Web App & Platform / Document Control 0

Integrate Microsoft Teams Meeting Agendas and Tasks with Meeting Minutes and Action Items

More and more companies use Microsoft Teams to schedule their project meetings. With the newest version, each meeting has an Agenda section and Tasks so you can assign these to attendees. This is exactly what we do with Meeting Minutes with Action...
Mercedes Green 8 months ago in PS Web App & Platform / Document Control 0