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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 29

Changing the Default Setting for RFI Posting

Our team would like to have the default setting for the RFI link/posting to have a no fill just the red outline of the post. It would also be helpful to have a clear background for the actual text of the RFI # as it will block out important inform...
Guest about 4 years ago in PS Web App & Platform / Document Control 0 Future consideration

RFIs - Remove Response via Email Capability

Currently, RFIs can be responded to via the notification email that ProjectSight sends out. Any embedded links (such as signatures) are uploaded as a link when responded to this way. If we remove the ability to respond via email this will not occu...
Guest about 4 years ago in PS Web App & Platform / Document Control 0 Future consideration

Would like the formatting of meeting topic notes to apply to reports automatically.

When printing your reports the formatting of meeting topic notes does not come over. It would be nice if this did. This completely confused me that it did not come over to the reports automatically.
Guest 8 months ago in PS Web App & Platform / Document Control / Reports 1 Future consideration

Record visibility by company

Need the ability to set record access by company. There is an option within the record settings to allow the ProjectSight project owner to access all records, but that's it. It would be nice to be able to say that the Owner, or Architect, or some ...
Guest about 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Have scheduled daily to do action items or checklist to add to daily report

Daily scheduled "to do" or action items that can be tied to the daily report and so I don't have to create daily action items. Maybe a "scheduled task" and then "repeat daily, weekly, monthly as options." I mostly need them for the daily report, s...
Jeff Nardoni 8 months ago in PS Web App & Platform / Document Control 0 Future consideration

Meeting Minutes - Topic #

Users would like the ability to key in their own numbers rather than the auto-number currently generated. Example: 1.0, 1.1, 2.1, 2.2 etc..
Ricci Stevens over 2 years ago in PS Web App & Platform / Document Control 1 Future consideration

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

Email Notification with Resolution

When a comment is added to an action that includes a resolution and an update email is sent out when the comment is posted, it should also alert everyone that this comment is marked as a resolution.
Matthew Votoupal 6 months ago in PS Web App & Platform / Document Control / Field Management / Notifications 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