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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

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

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

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

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

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

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

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

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