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Add Notes Memo to Budget Screen

I know we can add a custom field to the Budget screen, however, that field is not saved to a snapshot, nor does it flow to the Cost Forecasts. We want to be able to enter notes on each budget item that we are forecasting so each snapshot has that ...
Mercedes Green about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Daily Report- Default Crew by Project

We need to default the crew by project. It changes the default on every project instead of remaining on each project.
Nancy Burriss about 2 years ago in PS Mobile Apps / Daily Reports 3 Future consideration

Add the Quick Text feature from Prolog into Projectsight.

Here is the help section for the feature from Prolog. The client would find this feature handy and asked for it in Projectsight. QuickText QuickText enables you to create a list of commonly used text. Once you have added the text to the list, you ...
William Atchison almost 5 years ago in PS Web App & Platform / Integrations 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 over 6 years ago in PS Web App & Platform / Document Control 0 Future consideration

Add Ability to Manage File Library Admins in Security Role settings Not Connect

Having to setup users individually on each project within Connect to b able to setup access to modify permissions is not ideal and a lot of work. Since we use ProjectSight to access the File Library, we should be able to set the rights to allow Se...
Mercedes Green over 1 year ago in PS Web App & Platform / File Library 0

Need to be able to move/copy a project from a portfolio to another.

We are using portfolios for bidding's and construction, and would like to, on finished constructions and maintenance. If a bid is win, would be nice to move it to the construction portfolio, and if you are following work after construction we want...
Guest almost 6 years ago in PS Web App & Platform / Portfolios 0

Need audit trail information when sharing a document with non ProjectSight recipient

When sharing a document from File Library with "Any user with the link" the Activity history does not show who the recipient was instead has a generic "Anonymous Company" reference which provides absolutely no information that tells you who the do...
Bill Fadok about 2 years ago in PS Web App & Platform / File Library 0

A user with an assigned custom view in team members can see all the security roles on the screen, need print out to match what the user is seeing on the screen all the security roles.

Currently when a user with an assigned custom view in team members can see all the security roles on the screen but when printing it out it only shows that users security role in the printout. Need print out to match what the user is seeing on the...
Kiet Lam 7 months ago in PS Web App & Platform / Views 0

suppress notification for individual recipient by project

No description provided
Guest 7 months ago in PS Web App & Platform 1

Option to Display Owner’s Job Number on Reports

I would like to suggest adding the ability to display the Owner’s Job Number on reports. Currently, reports only show the Project Sequence Number, which is an internal ProjectSight identifier. While this is useful internally, it is meaningless to ...
Tim Long 7 months ago in PS Web App & Platform / Reports 0