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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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Field Management

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ProjectSight Checklist - ability to embed an Image.

Enhancement description: Requesting the ability to embed an image on a Checklist. This may require report customization as well. What is the customer trying to accomplish? They want images embedded into the checklist. Also additional background. H...
Guest about 5 years ago in PS Web App & Platform / Field Management 0 Future consideration

Allow multiple selecting in dropdownlists

In dropdownlists in checklists we have only the possibility to select one value. But sometimes we need to fill in multiple values. Can you add the possibility for multi selection when creating dropdownlists.
Patrick Schemkes 4 months ago in PS Web App & Platform / Field Management 0

Ability to pull in checklist templates from sample project for use in new projects or project templates

It would be nice to have these to start from in future projects, and as other ideas have noted, the ability to change them on portfolio and project levels. Maybe there could be an optional record setting turning them on, or in the least, some info...
Guest almost 2 years ago in PS Web App & Platform / Field Management 0

Ability to print to Excel - Checklist Ad-Hoc Templates

Ability to print or export to Excel
Melissa Moore over 2 years ago in PS Web App & Platform / Field Management 0

Allow Default Punch Item Description via Field Attributes

When we create punch lists in the field, we need to move fast creating new items, taking pictures and moving to the next one. I have defaulted as many fields as possible, but Description is a required field and it does not allow me to give it a De...
Eric Elfner 7 months ago in PS Web App & Platform / Field Management 1

Auto Generated Records from Failed Checklist Items

It would be useful if settings could be configured to auto generate records when a Checklist Item is marked as "No" or "Failed". For example if a checklist item is marked failed, it auto generates an issue.
Hunter Dickerson 12 months ago in PS Web App & Platform / Field Management 1

Need Checklist Data Analysis

Currently we can filter on a checklist by who filled it out and the template used, but we must be able to filter on the data inside each checklist. A key feature missing is no way to analyze the form data entered onto a checklist. These forms are ...
Mercedes Green over 1 year ago in PS Web App & Platform / Field Management 2

Checklist: Subject Field to default to Checklist Template Name

It would be ideal to have the subject auto populate to mirror the name of the inspection. With no areas to house inspections, we're dependent on the end user to enter the correct information. This would eliminate several key strokes and save lots ...
Hunter Dickerson over 2 years ago in PS Web App & Platform / Field Management 0

On the Checklist record client wants the ability to add assignees and those assignees to be approvers.

The Checklist limits the approvers to what is selected as approvers in the template. Also Assignees can be added per Checklist item, but that is a lot of clicking to assign a user to all the checklist items. Hundreds at times.
William Atchison over 2 years ago in PS Web App & Platform / Field Management 0

Make Daily Report Notes field separate from Comments

Currently notes and comments are comingled in the daily report record. We are using the notes field for general information regarding the days activites or to record general events not associated with any one labor entry. Since comments can't be s...
Michael Handlmaier almost 4 years ago in PS Web App & Platform / Field Management 0