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    Need to be able to move/copy a project from a portfolio to another.

    We are using portfolios for bidding's and construction, and would like to, on finished constructions and maintenance. If a bid is win, would be nice to move it to the construction portfolio, and if you are following work after construction we want...
    Guest over 6 years ago in PS Web App & Platform / Portfolios 0

    Simplify the Download of Records + attachments for Architects and sub that need them

    Requesting a easy method for subs and architects to download RFIs and attachments easily. The clients states competing applications make this very easy. Client Quote, "Your process is too cumbersome currently for us to get the RFI and the Drawings...
    William Atchison about 1 year ago in PS Web App & Platform / Document Control 0

    Allow multi-page drawing PDFs in drawing sets

    Enhancement description: Ability to upload multi-page PDF (Specifications) in drawing sets What is the customer trying to accomplish? Client wants to upload a multi-page PDF file in drawing sets without getting split How is the lack of functionali...
    Guest over 7 years ago in PS Web App & Platform / Drawings 0 Future consideration

    Company Deletion

    Need safety protocol in place that companies and contacts cannot be deleted if they are linked to a record within the portfolio. If a user accidentally deletes a company that is linked to a Contract or Purchase Order, contract invoices and general...
    Ricci Stevens over 4 years ago in PS Web App & Platform / Companies & Contacts 0

    Folder and File Sorting in File Library

    When viewing a list of folders, the sort options are very limited. Also can't reverse sort, ie. ascending or descending. Seems like a no-brainer, but maybe click on the column header so it sorts ascending and another click sorts descending; Much l...
    Dwain Wood over 6 years ago in PS Web App & Platform / File Library 0

    Reports do not have a way to include record Item attachments such as Checklist items.

    As a result of missing functionality described in https://projectsight.ideas.aha.io/ideas/PSW-I-1542 the inability to include the Checklist item attachments is more relevant to the client. The report will only provide a link, so the client has a i...
    William Atchison over 3 years ago in PS Web App & Platform / Field Management 0

    In General Invoices, changes to the Subtotal should change the Quantity and leave the Unit Price the same.

    Currently, in General Invoices, if a user changes the Subtotal on an Item, it updates the Unit Price. This request is to have a change to the Subtotal change the Quantity and leave the Unit Price the same. Perhaps this could be a setting that...
    Michael Worthington over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

    Deep Linking to Drawings & Mobile Assignment

    Issue: Field personnel primarily use mobile devices and the ProjectSight app while on site. They are often the ones reviewing drawings and effectively “assigning” them to other team members for action. However: The mobile app does not include th...
    Maria Vass 7 months ago in PS Web App & Platform / Drawings 0

    File Library Folder Notifications

    We would like to be able to use the File Library as a file exchange. In order to do that, we would need to be able to set up notifications and subscriptions on file library folders, similar to Dropbox.
    Gabriel Martins over 2 years ago in PS Web App & Platform / File Library 0

    Notification Settings

    Add the ability to notify users on a basis other than daily or once. It would nice to be able to send notifications every week or every two days for instance. Daily is too often and once is not enough.
    Tim Long over 2 years ago in PS Web App & Platform / Document Control 0

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