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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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Nomenclature Changes Follow Through

When you change the nomenclature of a lookup list it updates on the form but not in the Lookup List maintenance area. This makes it difficult to maintain if the maintenance window does not reflect what is seen on the form.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Navigation / UI 0

Automation of Forms

Create and submit electronic forms that would allow users to receive automated task updates on a daily or weekly basis, with the content of the forms auto-populating a sheet.
Guest almost 3 years ago in PS Web App & Platform / Daily Reports 0

RFIs - Remove Response via Email Capability

Currently, RFIs can be responded to via the notification email that ProjectSight sends out. Any embedded links (such as signatures) are uploaded as a link when responded to this way. If we remove the ability to respond via email this will not occu...
Guest over 4 years ago in PS Web App & Platform / Document Control 0 Future consideration

Global Custom Fields

There are project specific fields that need to be carried over from one record to another, or information that needs to be seen in regards to that project or records that shares the same data ( for example: a Custom Field that is relevant in RFI's...
Jane Shulzhenko over 3 years ago in PS Web App & Platform / Record Management 0

Increase the limitation of sub levels within the custom reports

Increase the limitation of sub levels within the custom reports. At the moment two or more levels may often fail.
Kiet Lam 11 months ago in PS Web App & Platform / Reports 0

Add Module to Lookup List

For portfolios that predate the cloning mechanism you have to manually add custom fields and their associated list. If you add the module to the custom field it would save time finding what the custom field is tied to
Nick Weilemann 11 months ago in PS Web App & Platform / Settings & Administration 0

PotentialCOItems_ForCOR XSDs

Can you add the following field to the PotentialCOItems_ForCOR XSD? PCO Notes PCO Reference PCO Category PCO Reason
Ricci Stevens 11 months ago in PS Web App & Platform / Budget & Cost Management / Reports 0

Contact export for Outlook (or other systems)

Please add all contact fields to the grid view so that a complete export view can be created to match common imports to systems such as Outlook. Currently not all fields are available AND the contact name and address are exported as single field r...
Jeremy Sibert 11 months ago in PS Web App & Platform / Companies & Contacts 0

Checklist Default Values for specific Fields

Create a field in Checklist template builder that would allow to enter a default value. For Example: Field Name Instructions (text): and be able to enter a text that can be shown on a published template.
Jane Shulzhenko over 3 years ago in PS Web App & Platform / Field Management 0

Record Locking Conditions based on Security Groups on each Form

Allow for record locking based on certain Security Groups membership, rather than for all Security Groups, on a form by form basis. For example, it would be preferred that when an RFI is closed, the Closed status locks the records for certain Secu...
Julie Adler almost 3 years ago in PS Web App & Platform / Workflow 0