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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 231

Convert Outlook email into PDF

When attaching an outlook email to a record can you automatically convert it to a pdf document.
Keith Wyble 7 months ago in PS Web App & Platform / Document Control 1
120 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 about 4 years ago in PS Web App & Platform / Document Control 1 Future consideration

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 about 3 years ago in PS Web App & Platform / Document Control 1

Need users to be able to upload and use their own stamps with logos and signatures on Submittals

I like the new features but we will need the ability for our users to upload their own stamps. When reviewing Submittals, our consultants each have their own stamps, that have logos and signatures on them, that they need to use. Once uploaded, tho...
Mercedes Green over 1 year ago in PS Web App & Platform / Document Control 0

Meeting Minutes- Send Invitation should integrate with outlook

When you click on the Send Invitation button in the meeting minutes module, it would be nice if the invite would open up in a Outlook Calendar invite window. That way you could turn on a Microsoft Teams link and it would go straight to peoples cal...
Jeremy Block 6 months ago in PS Web App & Platform / Document Control 0

Manually Create Spec Sections

Have the option to manually add spec section numbers to the project in the event that the spec number is missed by the other parties.
Guest about 2 months ago in PS Web App & Platform / Document Control 0

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

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 11 months ago in PS Web App & Platform / Document Control 2

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 12 months ago in PS Web App & Platform / Document Control 0

Summary of Overdue Items

Provide (1) summary email daily of items that are overdue rather than an email for each overdue item. For instance, if you have 10 overdue items, send (1) email at the end of the day as a reminder instead of 10 individual emails.
Tim Long 4 months ago in PS Web App & Platform / Document Control 0