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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 2575 of 2575

Kick off/trigger another record based on an answer from another record/checklist answer

Use Case: User fills out a Safety Checklist. One of the answers on the Checklist is "Attn Req'd"/"No". Based on that answer, there is a need to fill out anther checklist or start a "Safety Notice" record. It would be helpful to kick it off automat...
Jane Shulzhenko over 4 years ago in PS Web App & Platform / Workflow 0

When Adding a Submittal in the "Enter a Description Box" the Option is to Add a Link & Upload a File

Until the Submittal is saved as a Draft the option to add a "DOCUMENTS FOR REVIEW" is not available. This leads to confusion, maybe the "Add a Link" should not be present or the Document for Review option in should be available in some format.
Brian Shawe over 6 years ago in PS Web App & Platform / Document Control 0 Future consideration

Create a help page that lists fields available in the Crystal Reports XSD files

Create a description of the XSD files available and add it to the Projectsight help. The idea here is to provide a reference source to users creating custom Crystal Reports that explains what fields are available in the XSD files.
Michael Worthington over 2 years ago in PS Web App & Platform / Reports 1

Grant Portfolio Admins access to Email Notification Logs

When we have issues where we cannot tell if email notifications were sent or not, support is able to access a portal that can be filtered by dates and users. It shows if they were delivered or blocked etc. These details would be very handy for Por...
Mercedes Green over 1 year ago in PS Web App & Platform / Notifications 0

The ability to add photos in the equipment area.

We take photos of all equipment. It would be nice to be able to upload those photos in the equipment area so that we had photo proof of the listed items.
Guest over 1 year ago in PS Web App & Platform / Daily Reports 0

Submittal Package Report Including Submittal Items Documents for Review and Cover Page

Enhancement description: There isn't a Submittal Package Report that has Submittal item Documents for review file attachments (Not links, actual merged pages). Currently users have to first run reports from the Submittals module for each submittal...
Guest over 5 years ago in PS Web App & Platform / Reports 1

Prevent making a link from a Private Markup

We are trying to give subcontractors the ability to make private markups on drawings, but we want to keep them private unless we choose to make it public. Currenlty, the sub can create a link from their private markup that automatically turns them...
Eric Elfner over 2 years ago in PS Web App & Platform / Drawings 0 Future consideration

Drawing annotation Indicator

From the drawing list (thumbnail or grid) you should be able to tell with a glance if there is an annotation on a drawing, and whether it is public or private. There should be some sort of simple indicator that turns on if the annotation exists.
Pasi Nurminen over 3 years ago in PS Mobile Apps / Drawings 0 Likely to implement

Copy checklist

We should have the ability to copy a checklist from one day to another, as an option for a particular checklist. When creating the checklist template, we should be able to identify whether that section of the checklist can be copied or not. Certai...
Pasi Nurminen over 3 years ago in PS Web App & Platform / Field Management 0

Bulk Approving items such as Daily reports

Can we have the option to bulk approve items instead of having to open each one and approve one at a time. Such as Daily reports
Denise Mark over 3 years ago in PS Web App & Platform / Daily Reports 3