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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 2166

Auto Link Companies & Contacts

When contact is linked to a record (Contract/PO) the contact and company should be linked to the Project Directory.
Ricci Stevens over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Custom Tables

Enhancement description: I would like the ability to create custom tables using the custom fields function. What are we trying to accomplish? We need to be able to add related custom fields to a custom table for tracking information that ProjectSi...
Brendan Radich over 4 years ago in PS Web App & Platform / Custom Fields 1

Add option to sort PCOs numerically

When creating a Custom Field in any module, the field is set to editable (green checkmark) in Security Roles > Fields. This should not be editable by Default. Entered upon request by Wynn. The Portoflio Admin should be flagged everytime a custo...
Guest 7 months ago in PS Web App & Platform / Custom Fields 0

In-App Editing of Excel and PDF

Client would benefit from ability to pull up an excel or pdf from anywhere in the system and edit within the ProjectSight app, without having to download/edit/save/upload. This would be much more convenient and would save a great deal of time for ...
Guest over 5 years ago in PS Web App & Platform / Integrations 0 Future consideration

New Budget View does not allow easy tabbing through a column as before.

Before the client could click into one cell, enter that item, hit enter, and that would move to the next budget code/row. Now the Enter has changed and no longer moves you to the next row. Also the Tab just moves right and left between the columns...
William Atchison about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Allow Blank Filter Values for Import Modules to Update Missing Fields on just those records

A lot of the time we are using the Import/Export to update existing records. If many records are missing a value (Type of Company on the Companies form) the only way to update just these companies is to export everything, adding a lot of unneeded ...
Mercedes Green about 1 year ago in PS Web App & Platform / Companies & Contacts 0

Export Submittals and RFIs while being sorted

We would like to be able to sort our submittal/RFI list and then export to excel with it keeping the list sorted, so that we can make changes in Excel and then reimport the list into Projectsight. Right now when we sort the lists and export, it ex...
Aaron Deister about 1 year ago in PS Web App & Platform / Document Control 0

Add tab to Budget for History Tracking

Add tab for History to the budget module to allow user to see changes made to the budget specific columns overall without having to click into each code.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add More Detail Columns to Budget Transaction Detail

Currently the budget code transaction detail only shows you the commitment number. Add column for the Company, transaction date, transaction total would be helpful.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add Paid Date Filter to the Right hand side filter panel in General Invoices

In Contract Invoices you are able to filter the list view by paid date. This is not an available option in General Invoices. Please add so we can consistently run reports in both modules.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0