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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.

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Document Control

Showing 219 of 1998

Meeting Minutes - field for next meeting date

Client requesting a data field included in the grid for Next Meeting Date. (self-explanatory). This could be addressed with a custom field but would need the three "more" dots in this view to be able to change the included fields
Guest about 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Dedicated Question & Answer field for RFI

Currently the Question and Answer field are part of the RFI comments. To increase clarity when reviewing RFIs it would be beneficial to have a dedicated Question and Answer field on a dedicated tab.
Michael Handlmaier about 1 year ago in PS Web App & Platform / Document Control 0

Requesting a permission to have Security groups view draft records.

Client wants the ability to set a Securty permission that would enable a Security Role to view Draft records.
William Atchison 9 months ago in PS Web App & Platform / Document Control 1

Add folders copy option.

Hello, good morning, I'm Fernanda Arriaga from Mexico. I'm a quality resident in one industrial construction, I am in charge of reviewing and storing all the information collected from each specialty, and everyone is asked for 14 points and each o...
Guest 7 months ago in PS Web App & Platform / Document Control 0

Make Navigation and Display in Transmittals the same as Submittals

Currently the Transmittal module is the only one that has a "Send" button which is odd and causes a lot of confusion. When you click the "Send Transmittal" button the History tab doesn't track that it got sent either so you don't know it is was se...
Jeff Miller 11 months ago in PS Web App & Platform / Document Control 0

Allow Filtering of Submittal Log to Current Rev Only

When generating a report for our client to show them any open submittals that are either in a Revise and Resubmit status or Submitted status we can filter the list using the filters on the right hand side of the screen. The issue though is that th...
Jeff Miller 5 months ago in PS Web App & Platform / Document Control 0

Add calendar invites to meeting minute notifications

Would be great to have ability to send an actual calendar appointment (.ical file) so anyone with any email/calendar program can open and save to their calendar from the meeting minute notification
Guest over 4 years ago in PS Web App & Platform / Document Control 1

Filter Closed vs Open Submittal Packages

We use Submittal Packages. Currently you can filter by status, and to filter for open submittal packages we need to select multiple statuses to see what's open. The options we have are Pending Trade Submission, In CM Review, Submitted to Architect...
Ellen Shirreffs 4 months ago in PS Web App & Platform / Document Control 0

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 7 months ago in PS Web App & Platform / Document Control / Reports 1 Future consideration

Please only link 1 drawing when first creating record then adding record link to that drawing added

This is causing quite confusion as it looks like there are 2 different drawings and revisions added when you first create the record (RFI, Submittal, Punch), then open the drawing and link the new record to it. When you open the record there are 2...
Mercedes Green about 2 months ago in PS Web App & Platform / Document Control 0