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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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RFI Revisions - No Option to Create

There is no option to create a revision to an RFI. A new RFI has to be created. Having an "R1" to an RFI is very helpful for the contractor, owner and architect. The function wouldn't even need to carry over the original response and answer. Just ...
Guest about 5 years ago in PS Web App & Platform / Document Control 1

Breadcrumbs for Record Settings

Current Breadcrumbs for individual modules withing the Record Settings does not list Record Settings. It would ease navigation to have this included so users can go back to Record Settings and edit a different module's settings without having to n...
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0

Add the ability for Published Reports as in Converge

A number of existing Converge customers use published reports to generate scheduled reports
Guest almost 6 years ago in PS Web App & Platform / Notifications 0 Future consideration

Email Templates for Each Record Type

It would be very useful if we could build email templates for each record type, at the portfolio level. When emailing a record, the user could be presented with a dropdown to select from any available templates. The templates could automatically i...
Brendan Radich almost 4 years ago in PS Web App & Platform / Reports 0

Include Title of RFI/Submittal in Email Distribution

I believe it to be beneficial for communication and organizational purposes for emails sent directly from ProjectSight regarding submittals/RFIs to include the actual assigned title of the submittal/RFI and not just the number. It was a request fr...
Guest over 2 years ago in PS Web App & Platform / Document Control 0

Allow Cost Forecast to export charts and graphs

the summary table would be helpful to use in Excel, but I don't see an export button on this feature. The graphed cash flow would be helpful as an export to pdf or jpg so I can attach it to my client report.
Guest over 4 years ago in PS Web App & Platform / Import/Export 0

Daily Report Summary Bar - Labor

Current: you have indication that there are certain crews/workers that worked certain amount of approved hours. Which can be interpreted that the approved hours is the only hours that were entered. Preferred: To see Pending Hours and Approved Hour...
Jane Shulzhenko over 3 years ago in PS Web App & Platform 0 Future consideration

Retainage Tracking at Budget Level

Clients are asking for the ability to see the retainage withheld at a budget level and not just at the Contract Invoice level. Having this capability would be very beneficial for a complete financial view of the project.
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Meeting Minutes Formatting

Change size of "COMMENT" on the meeting minutes report so it does not look like a new section. Currently this is larger and bolder than the actual meeting minute topic/description.
Guest almost 4 years ago in PS Web App & Platform / Document Control 0

A button to resend an invitation to ProjectSight/a Project without having to delete and re-add users.

This would be useful because then you would be able to quickly and easily resend an invitation without having to go into the portfolio settings and delete a user and then having to re-add that user back in and relinking them to a project.
Guest almost 4 years ago in PS Web App & Platform / Companies & Contacts 0