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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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Filter Drawings by Location

It would be nice to have one of the filters on the drawings be location. When looking at a specific area of a building, it would be nice to set the location and have the floor plan, roof plan, MEP, etc. plans all right there instead of having to k...
Linnea Lavorico 10 months ago in PS Web App & Platform / Drawings 0

Checklist Template choices, in Security Role Settings

When you dive into the portfolio security role settings, you can easily decide if a security role has access to checklists and what they should be able to do with those checklists. However, there is not an ability to select which checklists a secu...
Jeremy Block 10 months ago in PS Web App & Platform / Portfolios 0

Allow Partial Retainage Release

Certain contracts require partial retainage release during a project timeline. Currently if you zero out retainage and capture it during your application it will then create a negative sum in the following period. One workaround is if you have cur...
Nick Weilemann over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Option to Resize Pop-out Windows

In many locations of ProjectSight, when you pull up a search window for Companies or Contacts, PCOs in SCOs, Budget Transactions, etc, you are required to scroll up, down, right and left to see all of the data. It would be great if you could manua...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Navigation / UI 1

Import Templates - Conditional Formatting

The ability to add conditional formatting to excel templates which would allow users to check for duplicates, errors, etc prior to upload. Mass importing a ton of data only to find out after uploading that the template contains a bunch of errors c...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Import/Export 0

Company XSD with Insurance Table

We need a Company XSD with Insurance Information so that reports can be written to find companies with no insurance.
Ricci Stevens over 2 years ago in PS Web App & Platform / Reports 0

Print/Filter Company Contacts

We routinely go through our company contacts to make sure information is up to date and to verify employees that have moved on from the company have been removed as a company contact on ProjectSight. It would be very useful to be able to filter ou...
Kenani over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Please only link 1 drawing when first creating record then adding record link to that drawing added

This is causing quite confusion as it looks like there are 2 different drawings and revisions added when you first create the record (RFI, Submittal, Punch), then open the drawing and link the new record to it. When you open the record there are 2...
Mercedes Green 10 months ago in PS Web App & Platform / Document Control 0

Add "Contract Number" field to PCO Field Attributes

Currently, the Contract Number field is not available within PCO Field Attributes. Some customers need to be able to make this field required.
Hunter Dickerson about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to Discard Changes on a Change Order after Creation Screen

Currently if you start creating a Change Order (SCO or PCCO) and enter the Description, Contract, and click "Create", it saves the Change Order. It would be great if it didn't actually save the CO as a new record until you click "Save" or "Done" o...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Budget & Cost Management 0