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

Ability to maintain simple Project Schedule within ProjectSight

It would be helpful on smaller projects to be able to maintain a simple project schedule within ProjectSight and perhaps have ability to view a P6 or Microsoft schedule within the platform for larger projects.
Bill Fadok over 1 year ago in PS Web App & Platform / Document Control 0

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 almost 3 years ago in PS Web App & Platform / Document Control 0

Allow Bulk Status Update to Unlock

We run into this issue when we import a lot of records to a status that locks the record then have issues where we need to edit them or when we have bulk closed records. If we make mistakes and we have the permissions to unlock, bulk changing stat...
Mercedes Green 2 months 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 over 1 year ago in PS Web App & Platform / Document Control 0

RFI Question Entry Field Size

Enhancement description:On the RFI full form, make the question field larger by default or expandable, similar to the comment field. What are we trying to accomplish?Make it easier to enter our questions. How is the lack of functionality affecting...
Brendan Radich almost 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

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 about 1 year 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 12 months ago in PS Web App & Platform / Document Control 1 Likely to implement

RFI / Submittal Printing and Header Settings

ProjectSight prints the title of the file on every sheet. When multiple entities review a RFI / Submittal and upload their response, ProjectSight overlays each file title on every page, creating an illegible header. Proposed fix would be to remove...
Guest over 2 years ago in PS Web App & Platform / Document Control 0

The RFI import has no option to designate for the contact asking the question. It puts the User/contact executing the import.

Client would like a field to designate the contact asking the question on an RFI. This is important to their business process. When they enter an existing project they have no way to enter RFI for the correct contact whom is asking the RFI Questio...
William Atchison 3 months ago in PS Web App & Platform / Document Control 0