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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.

ADD A NEW IDEA

Settings & Administration

Showing 86

Ability for Portfolio Admins to see all records in all Projects

Currently, portfolio administrators do not have access to all records in Projectsight. If a portfolio administrator is not part of the same company, it will not display any record created by other companies. The only workaround is to share with en...
Guest about 4 years ago in PS Web App & Platform / Settings & Administration 0

Add ability to remove yourself as a user from a project or portfolio

This would benefit support significantly for access to client projects and portfolios. Once a problem is resolved, access is no longer needed.
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0

Default Organizational Vieww

Ability for the Admin to create default/standard views for the organization. This will make it easier to train internal users and ensure employees are all viewing information similarly.
Ricci Stevens over 4 years ago in PS Web App & Platform / Settings & Administration 0

Expiration Date for Outside Users

Ability to set an expiration date on outside entities access projects (Trades, Design, etc.)
Ricci Stevens over 4 years ago in PS Web App & Platform / Settings & Administration 0

Need a dark mode

I would be nice to be able to set the application to dark mode for those users who have their computer theme set to the same.
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0

Add a project or Portfolio log to see user activity: Logins, records deleted, records added, records modified, date time stamps.

Clients would like to identfy users activity. They would like to know who might have deleted or added a record. They would like to know when users logged in previously.
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 1 Future consideration

Add the ability for Admins to change a users company.

The Admin cannot change a users company. In one case the same company was created with 2 different names and half the users were added to one and the other half to the other. Currently there is no way to correct or merge the company information fo...
Trimble ProX Team over 4 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Make it easier to change spec section list

In record settings under Submittals, it would be nice to be able to batch edit (batch delete) sections instead of one-by-one (as a side note, when attempting to do it one-by-one the plus sign and the x sign start to move out of line and become har...
Guest almost 5 years ago in PS Web App & Platform / Settings & Administration 0

Ability to create Distribution Lists without needing to enter or have access to Settings

End users would benefit from being able to easily create their own distribution lists without needing to be an admin/have access to settings. This could be accomplished by allowing distribution lists to be created on the fly when creating records/...
Guest almost 5 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 about 5 years ago in PS Web App & Platform / Settings & Administration 0 Already exists