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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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RFI - Make the Author field editable on the Create Panel, Information Panel, and Batch Edit

There are situations where the person entering the RFI didn't necessarily initiate the RFI (could be someone that will not enter the system but the company needs to track it nonetheless). The Author can be changed after creating an RFI via the Sha...
Guest about 5 years ago in PS Web App & Platform / Document Control 1 Future consideration

Ability to change author of an RFI

Situation comes up where we need to identify who initiated an RFI (when we can't get a third party to use the system for example), Right now we are adding them as assigned or CC'd but then there's a notification issue where they automatically get ...
Guest about 5 years ago in PS Web App & Platform / Document Control 0 Already exists

Meeting Minutes - field for next meeting date

Client requesting a data field included in the grid for Next Meeting Date. (self-explanatory). This could be addressed with a custom field but would need the three "more" dots in this view to be able to change the included fields
Guest about 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Ability to turn off autonumbering in Meeting Minutes

I am unable to turn off the auto-numbering for Meeting Items.
Guest about 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Allow Multiple reviewers to "log as answer" in RFI or Submittals

Enhancement description: Allow Multiple reviewers to "log as answer" in RFI or Submittals What is the customer trying to accomplish? If we assign an RFI or Submittal to multiple reviewers, the system should allow both individuals to "log as answer...
Guest about 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Templates for Issue Tracking

Enhancement description: Prospect wants templates they can choose from in Issue Tracking. This is similiar to Converge Typical Conditions in Punch Lists. The client uses issue templates heavily in PlanGrid. What is the customer trying to accomplis...
Guest about 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Copies of submittals and RFIs to have rev numbers instead of all new record numbers

Enhancement description: Allow copies of Submittals and RFI's to create a new revision number 1. open a Project and navigate to Document Control-Submittals (or RFI) 2. Copy a submittal and save 3. Notice that saving a copy of an existing submittal...
Guest about 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Ability for multiple comments to be marked as an answer

Enhancement description: ProjectSight RFI - Ability for multiple comments to be marked as an answer. Currently the option in comments only allows one comment to be the answer. What is the customer trying to accomplish? Client wants more control th...
Guest about 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Ability to assign Project Roles to distribute documents in RFIs & Submittals

Enhancement description: Ability to assign Project Roles to distribute documents in RFIs & Submittals What is the customer trying to accomplish? Client wants the ability to assign RFI's or Submittals based on Project Role How is the lack of fu...
Guest about 5 years ago in PS Web App & Platform / Document Control 0 Future consideration