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

Settings & Administration

Showing 88

Need Option to Hide All Records Unless Participating In It

Currently our users create all records but not all users in our company (i.e. the company assigned to the project) should see all records. The Sharing Option works for external users well so if it's set to "Share with Companies Participating in th...
Mercedes Green 11 months ago in PS Web App & Platform / Settings & Administration 0

Option to Make Linking Photos Required

Currently there is no way to require a user to upload a photo or link a file before saving a record. For some Users, they are required by their company to link a photo to every Checklist for example.
Hunter Dickerson over 2 years ago in PS Web App & Platform / Settings & Administration 0

Show User Names in Various User Selection Dialogs

Show User Names in Various User Selection Dialogs. Not everyone recognizes a user by their email address.
Dwain Wood over 4 years ago in PS Web App & Platform / Settings & Administration 0

External Links by Security Role

We would like to be able to control visibility of external links based on security role.
Brendan Radich almost 3 years ago in PS Web App & Platform / Settings & Administration 0

Add Module to Lookup List

For portfolios that predate the cloning mechanism you have to manually add custom fields and their associated list. If you add the module to the custom field it would save time finding what the custom field is tied to
Nick Weilemann almost 1 year ago in PS Web App & Platform / Settings & Administration 0

Adding unregistered users in Portfolio settings User should have a note that the user needs to add an account.

A number of Admins and users seem to be unclear that an account needs to be made for new users to Projectsight. Could we add a note or Tool tip reminding Admins creating users in the Users section? If a first and last name has to be typed then thi...
William Atchison about 3 years ago in PS Web App & Platform / Settings & Administration 0

Nomenclature option for Module names

Enhancement description: Have a nomenclature setting available to rename the modules in Projectsight e.g. Budget & Cost Management, Field Management, Document Control. What are we trying to accomplish? Have more control over the naming of each...
Guest about 4 years ago in PS Web App & Platform / Settings & Administration 0

Add Location to Email Notifications

Can you add the location to email notifications for Punch Items?
Ricci Stevens about 1 year ago in PS Web App & Platform / Settings & Administration 0

Project Users when batch changing Security access role. Allow for an option to select the default roles.

This would allow clients to select their users with the already defined default role to add all those users at once. Right now there is no option for this and you are not taking advantage of the already set default security role. Currently you can...
William Atchison over 3 years ago in PS Web App & Platform / Settings & Administration 0

Ability for project admin to add existing PS users to a new project without having access to portfolio settings

Project Admins having issues adding a user to a new project when that user also already exists in the Portfolio as a user. Adding a brand new user works, but when adding an existing user (It fills out the First and Last Name and Company since it a...
Guest over 5 years ago in PS Web App & Platform / Settings & Administration 0 Already exists