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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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Project Number included as a pre-fix to the document number.

Include the project number as part of the document number so that it's easily identifiable outside of ProjectSight. Example: Purchase Orders Project number might be XYZ123PO numbers auto-increment and might look like:XYZ123-001XYZ123-002XYZ123-003...
Natalie Abshier over 2 years ago in PS Web App & Platform / Forms 0

History Filter & Search Options

The history of a record can become really cumbersome to scroll through. It would be great if you could filter the history by specific actions. For example, POs tend to have a long history that includes all of the actions within that record as well...
Hunter Dickerson over 3 years ago in PS Web App & Platform / Forms 1

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 5 years ago in PS Web App & Platform / Companies & Contacts 0

Mark ups/drawings on Photos

Ability to annotate/draw/stamp on photos attached throughout ProjectSight. Create a Stamp Tool(similar to a tool on the drawings): with a time stamp, today's date/date, arrow(s), text box etc.
Jane Shulzhenko over 5 years ago in PS Web App & Platform / Photo Management 2 Likely to implement

RFI Email Notification Link

when sending answered RFIs to Trade Partners utilizing the email notification in ProjectSight the link to the documents at the very bottom of the email. We are adding text in the box provide but the link should be placed at the top so it is easier...
Guest almost 5 years ago in PS Web App & Platform / Links 0

Need ability to restrict workflow status at project level

Currently, anyone can update a project to "Closed" but need ability to restrict this to Admins, similar to how other workflows allow restrictions.
Guest about 2 years ago in PS Web App & Platform / Workflow 0

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 about 4 years ago in PS Web App & Platform / Budget & Cost Management 0

On the Checklist record client wants the ability to add assignees and those assignees to be approvers.

The Checklist limits the approvers to what is selected as approvers in the template. Also Assignees can be added per Checklist item, but that is a lot of clicking to assign a user to all the checklist items. Hundreds at times.
William Atchison about 4 years ago in PS Web App & Platform / Field Management 0

Make the order of the tiles customizable.

When you open a Module, all tiles in this module are ordered alphabetically. In that way they are not always in logocally order. Please make the order of the tiles customizable
Patrick Schemkes almost 3 years ago in PS Web App & Platform / Navigation / UI 0

Contract Invoices - Prompt to ask if you want to populate Change Orders

Currently when you create a new Contract Invoice, it automatically pulls in any Change Orders associated to the Contract no matter what status those Change Orders are in. It would be great if there was a pop-up message that asks if you want to pul...
Hunter Dickerson about 4 years ago in PS Web App & Platform / Budget & Cost Management 0