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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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Settings & Administration

Showing 92

Checklist Permission

Ability to have access to templates based on Security role.
Ricci Stevens over 3 years ago in PS Web App & Platform / Settings & Administration 0

Portfolio/Project Field Settings should affect the pop-up windows as well.

When Fields are set to be view only or removed they will still appear on the pop-up windows. Setting the Field Settings should be affecting those fields as well. EXAMPLE: I have set the Contracts "Rules" Field to be view only and default to Contro...
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0

Remove Headers on Attachments

Please add to Administrative Settings the ability to suppress attachment headers. Certain necessary file names can become very long and look unprofessional with the attachment being part of a contract generated out of ProjectSIght.
Ricci Stevens over 2 years ago in PS Web App & Platform / Settings & Administration 0

In the Record Settings for Cost related forms you cannot setup default To and From Contacts

Client would like to be able to setup default To and From contacts on Cost related forms. Currently they are set to Not Applicable. These are available for the To and From Company selections in the Field Attributes. Not sure why these are not avai...
William Atchison almost 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

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 almost 3 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

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 12 months 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 over 4 years 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