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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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PS Web App & Platform

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Checklist Template choices, in Security Role Settings

When you dive into the portfolio security role settings, you can easily decide if a security role has access to checklists and what they should be able to do with those checklists. However, there is not an ability to select which checklists a secu...
Jeremy Block 9 months ago in PS Web App & Platform / Portfolios 0

Supply a list of Field Mappings for reports that map the field in Prolog to the related field in ProjectSight

Trying to re-create some custom reports, and need to know what fields in Prolog map to the related fields in ProjectSight?
Trimble ProX Team over 5 years ago in PS Web App & Platform / Reports 0 Future consideration

Allow submittal package reviewer to access included Submittals even if submittals are not assigned

In our environent the designer has access to submittals and submittal packages. If a submittal package is assigned to the designer he/she can't access the associated submittals without us assigning the submittals also. This results in the designer...
Michael Handlmaier almost 5 years ago in PS Web App & Platform / Document Control 0

Separate the permission for the feature import/export. Currently it is tied to the record view permission

This option would be useful so a client could still provide the ability to view, edit, delete records yet not have the ability to import or export records. Having this separate gives the client the flexibility to decide independently who has expor...
William Atchison about 4 years ago in PS Web App & Platform / Import/Export 0

Submittal Package Report Including Submittal Items Documents for Review and Cover Page

Enhancement description: There isn't a Submittal Package Report that has Submittal item Documents for review file attachments (Not links, actual merged pages). Currently users have to first run reports from the Submittals module for each submittal...
Guest about 4 years ago in PS Web App & Platform / Reports 1

Default Meeting Attendees

It would be helpful to be able to set default attendees for meetings like you can for things like RFIs, Submittals, etc.
Wesley Ballance almost 3 years ago in PS Web App & Platform / Document Control 0

Please only link 1 drawing when first creating record then adding record link to that drawing added

This is causing quite confusion as it looks like there are 2 different drawings and revisions added when you first create the record (RFI, Submittal, Punch), then open the drawing and link the new record to it. When you open the record there are 2...
Mercedes Green 9 months ago in PS Web App & Platform / Document Control 0

Allow Print Report->All Records in One File to be saved to File Library

When generating a report of multiple drawings to be included in one PDF only the save to 'File Library' option is not available. This causes the user to have to download the file and re-upload it back into the file library, which is very time cons...
Guest about 4 years ago in PS Web App & Platform / Reports 0

Improve Navigation by providing settings to automatically open additional labelled tabs for open records and links.

When going back and forth between various records (For example RFI's, Submittals, Drawings) and links within records the website does not have an option to automatically open new tabs to allow for back and forth. You can use duplicate tab manually...
William Atchison over 3 years ago in PS Web App & Platform / Links 0

Submittals and Submittal Package Closed Date

In the Submittals and Submittals package there is a closed button for the record, but no associated closed date that auto populates based on the actual date the record was closed similar to the Due Date. It would be nice to have this field added t...
DeAnn Westbrook over 1 year ago in PS Web App & Platform / Document Control 1