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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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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

Allow Color Formatted Text to Carry Through to Meeting Minutes Reports

In Meeting Minutes we are able to color and highlight text in the notes area of a meeting topic, however, when you print the report to send to the team or client the color does not come through.
Jeff Miller 7 months ago in PS Web App & Platform / Document Control 0

Transmittal Header Description on the tile view

Add a header description to the tranmittal entry and have that description show on the tile view.
Guest 18 days ago in PS Web App & Platform / Document Control 0

When creating RFI from Drawing Create Snapshot that Attaches to RFI Instead of Adding Link to Drawing in RFI

As a specialty contractor using ProjectSight for our projects we really can't force our client to be a User in the PS System. When we send an RFI that was created from a drawing to a client that is not a User there is no option to "Attach" the dra...
Jeff Miller 11 months ago in PS Web App & Platform / Document Control 0

Functionality in Submittals Register to sort submittals by latest revision

On the Document Control>Submittals screen, is there a way to sort submittals so only the latest revision is displayed? I’d like to print a report that shows only submittals that require a revise and resubmit as the latest status and have no sub...
Guest 5 months ago in PS Web App & Platform / Document Control 1 Likely to implement

Would like the Copy function in Submittals to copy over the Assignee and CCs to the next revision.

Client is requesting the submittal copy function to copy over the Assignee and CC information from the original record to the new revision. Client sees this as a natural expectation when revisions are created.
William Atchison 7 months ago in PS Web App & Platform / Document Control 0

Print Report - Request for Information [Detailed] - Without action Items

Provide the ability of Print Report - Request for Information [Detailed - Without action Items]. Action items are showing up in the RFI to be submitted for approval which is not wanted or needed in the submission to the contractor.
Keith Wyble 2 months ago in PS Web App & Platform / Document Control 0

Share Locked Records Only with Entire Project

The restricted statuses are a nice step into workflow for submittals, but if we allow Subcontractors to change statuses and Share the Submittals with the entire project, they would be able to change other subcontractors' submittals in those status...
Eric Elfner 3 months ago in PS Web App & Platform / Document Control 3

Create a "Date Submitted" in the Submittals Module and a UDF Field for "Date Due"

Creating a "Date Submitted" field will allow for better tracking of submittals that have been submitted to the AE team or the Owner. Adding a UDF (User Defined Field) on when the submittal needs to be returned will also allow for better tracking o...
Jakeb Moon over 2 years ago in PS Web App & Platform / Document Control 0

RFIs/Issues - Option to pull information from Issue into RFI when linked

It would be great if there was an option to pull the information from an Issue into the RFI when linked (Subject, Description, Impacts).
Hunter Dickerson 9 months ago in PS Web App & Platform / Document Control 0