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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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Security Roles

Showing 34 of 2001

Ability to Expand/Collapse all Record Types in the Security Role Records Tab

and Cost Management, Document Control, Drawings and Specifications and Field Management) in the Security Role Records Tab. It would be great to expand/collapse the entire tree with a single click or expand/collapse the entire group by selecting th...
Guest over 1 year ago in PS Web App & Platform / Security Roles 0

More Robust Security around Budget

We need more advanced security options for the Budget (as opposed to all or nothing currently available). We have a project that has three General Contractors each working on their piece of the project. We want to be able to allow each contractor ...
Ricci Stevens over 1 year ago in PS Web App & Platform / Security Roles 0

Contract Security Restrictions

In the contract module, where you drop down to pick your contract type, anyone can click on and off the "is committing" check mark. There is currently not a way to control this in the portfolio settings for the contract or in the security roles. C...
Nick Weilemann over 1 year ago in PS Web App & Platform / Security Roles 0 Already exists

Restrict User Deleting Capabilities

Under companies users have the ability to add and remove data in addresses, insurance, division, work types, regions, and contract history with restricting user permission to view only.
Nick Weilemann over 1 year ago in PS Web App & Platform / Security Roles 0

Limit the Add/Remove/Modify function of the Insurance Tab under Companies > Contacts

Users need the ability to add and modify a contact's insurance information without the ability to remove the insurance information. This would work the same as limiting the ability to remove a Contact under the records tab of the Security role, as...
Tonya Overstreet over 1 year ago in PS Web App & Platform / Security Roles 0

Limit who can Import

Administrators need the ability to limit which user groups can import information into the system. Preferably, by module and not an all-or-nothing setting.
Ricci Stevens almost 2 years ago in PS Web App & Platform / Security Roles 0

Security Role feature settings do not allow for only access to Portfolio Settings>Users

We need the ability to break out the Portfolio Settings access a bit more. Currently you can't provide rights to only the users section in Portfolio Settings.
William Atchison almost 2 years ago in PS Web App & Platform / Security Roles 0

Security Role Report

It would be useful to be able to generate a report of the security settings within a portfolio for both auditing purposes and the ability to ensure multiple portfolios for the same company have the same security in place.
Ricci Stevens almost 2 years ago in PS Web App & Platform / Security Roles 0

Conditional Access - Checklist

We are really liking the Checklists, is there a way to have users see only certain modules within the checklists. For example…We want to have a Non Conformance form Module that we do not give access to everyone, but we can give access to all the Q...
Ricci Stevens about 2 years ago in PS Web App & Platform / Security Roles 0

Need a Security Role for Projects that can only modify users and companies.

Need a Security Roles Admin that can only make changes to a project's users and companies.
William Atchison almost 3 years ago in PS Web App & Platform / Security Roles 0