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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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Showing 2575 of 2575

Provide setting to set cost values to no decimal point for client's that do not use cents.

Provide a setting in Portfolio or Project settings that sets values to no decimal point. Currently the decimal is set to 2 spaces without any way of modifying. Some clients do not use cent with their business.
Guest over 6 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Allow meeting notes to be copied into a new meeting with a different title. That will save a lot of time for meetings with the same general agenda.

An alternative to this is to be able to create a meeting 'templates' that can setup default line items in newly created meetings. Again, this will save time on standard meetings.
Guest over 3 years ago in PS Web App & Platform 0

Allow users to save record display configurations

Allow user's to save record settings. When a user opens the Notes section, it should stay open the next time a user open that record type. This is specifically for the Notes sections in cost records: Applications for payment Change order requests ...
Michael Worthington over 2 years ago in PS Web App & Platform / Navigation / UI 2

Overlay Different Sized Drawings

We would like to overlay two drawings that are different sizes.
Aaron Deister over 1 year ago in PS Web App & Platform / Drawings 0

Autocancel Scheduled Reports with Change of Project Status

Currently if you change a projects status to closed and the user does not cancel the scheduled reporting for that project it will continue to print. With the change of projects workflow to closed, or whichever the user deems as acceptable, allowin...
Nick Weilemann over 2 years ago in PS Web App & Platform / Workflow 0

Hide annotations as default in compare mode

when using the compare function in the drawing viewer, can we make it so the annotations automatically hide? Currently, when I compare drawings, annotations are default to be visible and I have to open the compare drawing settings menu and hide th...
Hannah Smoot about 1 year ago in PS Web App & Platform / Drawings 0

Copy email addresses

As currently designed, it is not possible to highlight and copy, or right click and copy, email addresses from ProjectSight to paste into web email apps or other documents. The link copied when using a right click is not a conformed email address....
Guest about 2 years ago in PS Web App & Platform / Companies & Contacts 0

RFI History - No Record of RFI Being Issued

When issuing an RFI by Print Report Email, this action is not listed in the History tab. It should be shown in the History tab that the RFI has been sent, and it should list the recipients of the email as the most recent action. When clicking send...
Guest about 6 years ago in PS Web App & Platform / Document Control 0 Future consideration

Alias ID - Visibility

With TC1 integration, companies push from the ERP system to ProjectSight populating the Alias ID with the Vendor number. However, there is no way to filter/view if a company has been synced with ERP or generated within ProjectSight. Can this field...
Ricci Stevens over 2 years ago in PS Web App & Platform / Budget & Cost Management 1

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 5 years ago in PS Web App & Platform / File Library 0