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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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Showing 2228

Auto Format Phone Numbers

Phone and Fax numbers for contacts and companies should auto format like the option in Excel (XXX) XXX-XXXX so they are consistent, saves a lot of time entering numbers if you didn't have to enter dashes and it looks a lot cleaner.
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Man Power, Hours and Weather

I truly wish that you daily allowed for a better man count and total hours. Ex; Solomon Plumbing (3) Members (8) Hours (24) hours total. Weather needs to have a High and Low for the day, or make it like NoteVault and auto update every hour during ...
Guest over 5 years ago in PS Web App & Platform / Daily Reports 0 Future consideration

Assigning Users to Projects

I have a few suggestions when adding users to projects. 1. The Project Permissions list viewable under each User is a very small area. Please make this area extend to the bottom of the side panel.2. No Project Numbers are included. Please add the ...
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0

Adding PO Log to the module system on the IPad

Field staff that is in the field all day, ordering materials for the job being able to track orders before we get the invoice. When out in the field and ordering all the material for the job we then have to write it down, and at the end of the day...
Guest over 2 years ago in PS Mobile Apps / iPad 1 Future consideration

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 about 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 about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

New Budget View does not allow easy tabbing through a column as before.

Before the client could click into one cell, enter that item, hit enter, and that would move to the next budget code/row. Now the Enter has changed and no longer moves you to the next row. Also the Tab just moves right and left between the columns...
William Atchison over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Allow Blank Filter Values for Import Modules to Update Missing Fields on just those records

A lot of the time we are using the Import/Export to update existing records. If many records are missing a value (Type of Company on the Companies form) the only way to update just these companies is to export everything, adding a lot of unneeded ...
Mercedes Green over 1 year ago in PS Web App & Platform / Companies & Contacts 0

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

Export Submittals and RFIs while being sorted

We would like to be able to sort our submittal/RFI list and then export to excel with it keeping the list sorted, so that we can make changes in Excel and then reimport the list into Projectsight. Right now when we sort the lists and export, it ex...
Aaron Deister over 1 year ago in PS Web App & Platform / Document Control 0