Skip to Main Content
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

PS Web App & Platform

Showing 2002

Template Records on Template Project

Add the ability to populate template records like meeting minutes and/or action items so an import/export is not required on each job.
Henrick Malpica 9 months ago in PS Web App & Platform / Record Management 0

Include User Defined Fields in Search and Filter Panel

Search and Filter Panel is currently limited to specific system fields only. Please dynamically add any custom field created for the record automatically also to the search and filter panel to allow the user to filter the list view.
Michael Handlmaier over 3 years ago in PS Web App & Platform / Navigation / UI 0

Main Contact Auto Selection

Currently, you have 1 main contact associated with each company. Therefore when filling out a company field on a purchase order, transmittal, contract, and/or other module records it selects the main contact automatically. This makes it an extra s...
Henrick Malpica over 1 year ago in PS Web App & Platform / Companies & Contacts 2

Allow Bulk Status Update to Unlock

We run into this issue when we import a lot of records to a status that locks the record then have issues where we need to edit them or when we have bulk closed records. If we make mistakes and we have the permissions to unlock, bulk changing stat...
Mercedes Green about 1 month ago in PS Web App & Platform / Document Control 0

Specification Sets - History Tab

It would be helpful to have a history tab in the specification sets, similar to the history tab on drawing sets and other modules in ProjectSight. This would allow us to track when they are created and any additional changes made and who made them...
Jessica Ream about 1 month ago in PS Web App & Platform / Specifications 0

Navigation Change Regression Fix

The new navigation changes bring a lot of improvements, but also a major regression that negates some of the improvements that could have potentially reduced clicks. The new design has inadvertently increased the number of clicks to open multiple ...
Brendan Radich 2 months ago in PS Web App & Platform / Navigation / UI 0

Allow PA to mass unlock records in all cost modules

Right now, records lock based on workflow. If user needs to make a universal update or change information, PA needs to go into each individual record and unlock and save for the changes to be made. Give the PA power to select multiple records in C...
Katy Rodina 10 months ago in PS Web App & Platform / Workflow 1

Ability to Print drawings linked to RFIs and Submittals with the PDF

Currently if you use the link button when creating an RFI and select a drawing that is in project site when you print that RFI to PDF it does not print the linked drawing as a PDF. Instead it includes it as link on the cover sheet which is not hel...
Guest about 1 month ago in PS Web App & Platform / Document Control 0

Meeting Minutes- Send Invitation should integrate with outlook

When you click on the Send Invitation button in the meeting minutes module, it would be nice if the invite would open up in a Outlook Calendar invite window. That way you could turn on a Microsoft Teams link and it would go straight to peoples cal...
Jeremy Block 8 months ago in PS Web App & Platform / Document Control 0

Maintain bookmarks from original documents

The PDF bookmark feature is not available in the ProjectSight PDF Download. This means that submittals downloaded lose all original bookmarks. It is important to maintain these bookmarks. Adding them back in is time consuming.
Leisa Peterson over 1 year ago in PS Web App & Platform / Document Control 0