Skip to Main Content
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.

ADD A NEW IDEA

Document Control

Showing 231

Ability to add default users as CC in RFI/Submittals

This is currently not an option. I chatted with Projectsight today about it and the only default users that can be added is for "Assigned to". We have many projects and many CFM's and it would be nice to have them autopopulate instead of me going ...
Amanda Luna 4 months 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 11 months 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 over 2 years 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 over 4 years ago in PS Web App & Platform / Document Control 0 Future consideration

Notification Settings

Add the ability to notify users on a basis other than daily or once. It would nice to be able to send notifications every week or every two days for instance. Daily is too often and once is not enough.
Tim Long 4 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 9 months ago in PS Web App & Platform / Document Control 1 Likely to implement

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

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 11 months ago in PS Web App & Platform / Document Control 0