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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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Integrations

Showing 51

Option to Hide Vista Vendor and Customer Number from Company Name

In the AppXChange Integration, it tags (Vendor - XXXXXX) and (Customer - XXXXXX) to the Company Name. This looks very unprofessional when collaborating with those Companies. Please add an option to turn this off. There is another idea that you sho...
Eric Elfner 4 months ago in PS Web App & Platform / Integrations 0

Disable Adding Retainage/Holdback on Purchase Order Type Contracts to Vista

Currently when sending a Contract from ProjectSight to Vista, it adds the Retainage/Holdback since it is integrating with the SL module. When creating a Purchase Order Type Contract, there is no retainage/holdback, but since it is also importing t...
Mercedes Green 5 months ago in PS Web App & Platform / Integrations 0

Add PCO Number to Subcontract Change Order Integration

In order to make the Subcontract Change Orders imported from ProjectSight align more to how they were done in Vista, please add the PCO number to the SL Change Order "Approved CO" field. This will then update the PM module to show the PCO as it di...
Mercedes Green over 1 year ago in PS Web App & Platform / Integrations 0

Submittal Manager Integration

Integrate Submittal Manager with PS - 2 way integration so project information from PS can be sent to Submittal Manager and submittals can be automatically sent from Submittal Manager to PS
Brendan Myers over 1 year ago in PS Web App & Platform / Integrations 1

TC1: Vista Record File Attachments to ProjectSight

Whenever possible, attachments in Vista, such as invoices, should be copied to the corresponding record in ProjectSight. It would be ideal if our project managers could look at their budget in ProjectSight, and whenever they had a question about c...
Brendan Radich 11 months ago in PS Web App & Platform / Integrations 0

TC1: Vista to ProjectSight Budget Lookups

When integrating Vista jobs to ProjectSight through AppXchange, the descriptions for Budget Lookups are not brought over. This creates extra unnecessary work that should be done by the integration. Instead of just copying the code for each lookup ...
Brendan Radich 11 months ago in PS Web App & Platform / Integrations 0

Add the Quick Text feature from Prolog into Projectsight.

Here is the help section for the feature from Prolog. The client would find this feature handy and asked for it in Projectsight. QuickText QuickText enables you to create a list of commonly used text. Once you have added the text to the list, you ...
William Atchison over 4 years ago in PS Web App & Platform / Integrations 0

Email User That Sent Data To Vista if Record Fails

As of now, when sending records to Vista, our users have to wait 1 hour and check to see if it was successful. There is no email to the user that it failed. When we have users that manage multiple projects, this task takes a lot of time as they ha...
Mercedes Green 6 months ago in PS Web App & Platform / Integrations 1

Integration to Microsoft To Do app

Microsoft To Do is a great app for consolidating to do's from several applications and planning my day. Currently it supports flagged email in Outlook, flagged items in OneNote, assigned items in MS Planner, etc. It would very helpful if assignmen...
Guest about 2 years ago in PS Web App & Platform / Integrations 0

Integrate with Active Directory

Most of our other software integrates with AD to limit the number of passwords everyone has & to save time creating user accounts in every system.
Byron Grimm over 6 years ago in PS Web App & Platform / Integrations 1