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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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Allow more flexibility in export/import templates - ability to type in a drop-down

It would be nice to be able to type in a box instead of having to pick from the drop-down. For example, there might be hundreds of spec sections and you have to scroll through them all to get to the one you need, instead of just typing it in and h...
Guest over 5 years ago in PS Web App & Platform / Import/Export 0

In PCCO Filter Add PCO and COR list by Status

When creating a PCCO it would be helpful if the list of available PCOs and CORs was able to be sorted by each record's "Status" Currently can only see columns for Number, Description, Category and Reference. Being able to filter by Status would be...
Guest almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

All Encompassing Notification Report

It would be good to have the ability to automatically send out notifications/reports to users at intervals whether daily or weekly listing all open records for which they are assigned responsibility.
Guest almost 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Provide monitered data change notifications as in Converge

ProjectSight allows users to manually route records. But it requires users to manually route records. This creates additional work for users compared to Converge. For example when an RFI is closed, the user must manually notify everybody affected ...
Guest over 5 years ago in PS Web App & Platform / Notifications 0

Contract/PO Numbers

Administrators need the ability to update a Contract or Purchase Order number if it is accidentally keyed incorrectly. Currently, the only fix is to copy the record with the correct number and then delete the original record. If you have external ...
Ricci Stevens over 2 years ago in PS Web App & Platform / Record Management 0

Option to exclude Portfolio Admins from the Project Contacts

When a new project is created, all members of the Portfolio Administrators group are automatically added as project contacts. There should be an option to exclude Portfolio Admins from the project contacts.
Trimble ProX Team over 1 year ago in PS Web App & Platform / Project Home Page / Dashboard 0

Please Add Tax Field to Companies and Pull From Company on Commitments and Invoices

Taxes for Vendors are determined by accounting (in our case they are setup in Vista). These taxes need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ProjectSight. On...
Mercedes Green over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Ability to Filter out Closed PCOs in Change Order Request

Some PCOs are handled internally using money form contingency or other means and the record is closed without ever having progressing to a COR or PCCO. However these PCOs can be seen and possible linked accidentally to a COR because even though th...
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Create a method to show the current amount available for all Contract line items for a period.

Create a method to show the current amount available for all Contract line items for a period. Show what is paid and pending against every line item so they can determine how much is still available. The business reason is to see the amoun...
Michael Worthington over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Make the Memo field in Checklist to have the ability to store more than 255 Characters.

Memo fields in Checklist templates are limited to 255 Characters. A memo field should be able to storemore than 65k characters.
Guest over 5 years ago in PS Web App & Platform / Field Management 0