All ideas
Sort by:
Trending
Filter by:
Status
Showing 2665 of 2665
7
VOTE
Add the option to hide closed action items linked to meeting minutes topic when viewed in meeting minutes
Add an option to hide or filter action items in the meeting minutes Topics based on the action item status without deleting the actual action item record. The user wants to add this option since they add many action items under each Topic and it w...
0
8
VOTE
14
VOTE
ProjectSight emails hitting junk/spam - reformat header
Client request: All emails that are sent by ProjectSight end up in Junk/Spam filters, whether it's an invite, or notifications of assignment for a task etc. Can the email header be reformatted so I don't have to tell every company and person I inv...
0
Future consideration
14
VOTE
Add 'From' and 'To' company addresses on the Application for Payment reports. Currently only the Company names appear.
Open a project and navigate to "Budget and Cost Management-Application For Payment"Open an application for payment and Print a report. Note that the addresses for the 'To' and 'From' companies do not appear on the report. Client would also like th...
0
Future consideration
14
VOTE
14
VOTE
Add Default "View-Only" Security Role
Client requests "a typical "view only" user role if we want to share reports, but not allow any changes.". Note that this can already be accomplished by manually creating a new Role with read-only permissions to all areas of ProjectSight. We can c...
0
Future consideration
13
VOTE
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.
2
Future consideration
4
VOTE
In Portfolio Settings, Users, Allow us to search projects by Sequence * . That is where Vista syncs our Job Number.
When we are assigning a user to project(s) we can only search by project name. When they are synced from Vista, Job Number syncs to the Sequence * field for the project. The search bar in Users above projects should search in both Name and Sequenc...
0
2
VOTE
4
VOTE
Add PCO Number to Subcontract Change Order Integration
In order to make the Subcontract Change Orders imported from ProjectSight align more to how they were done in Vista, please add the PCO number to the SL Change Order "Approved CO" field. This will then update the PM module to show the PCO as it di...
0