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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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Add Ability to Refresh General Invoice Line Items from Purchase Orders

Currently, if you delete a line item from a General Invoice that is linked to a Purchase Order, there is no way to add it back in without deleting and recreating the record. The ability to add PO line items back into an invoice via the 'Add' butto...
Ricci Stevens over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Quick Access Dashboard

When I want to switch from RFIs to Submittals or Drawings, I have to go all the way back to the Dashboard. There should be a dropdown menu or quick access to other items without having to revisit the main dashboard every time.
Guest over 2 years ago in PS Web App & Platform / Project Home Page 0

add company/contact to custom fields

A lot of data fields can already be added as custom field to the records. It would be helpful if company and contact lookups could be added as well.
Michael Handlmaier over 4 years ago in PS Web App & Platform / Custom Fields 0

Include Documents for Review in Submittal Package Notification

When you create a submittal package, you can link documents for review to each submittal item. I would like to add links to those files to the notification that is sent out when you assign the submittal. Currently, I believe it only shows files li...
Byron Grimm over 5 years ago in PS Web App & Platform / Document Control 0

Sort Distribution List by Company

Be able to sort the distribution list by company so you can make sure everyone is on the list. Having to just scroll through the people you have already added leaves a lot of room for error.
Guest over 4 years ago in PS Web App & Platform 0 Future consideration

More information on the Dashboard Reminder

The Action Items just show Action Item 001 which doesn't allow you to know what it is about without fully opening the item. Adding the Subject or Type would help better manage someof the items.
Ricci Stevens over 4 years ago in PS Web App & Platform / Views 0

Limit User from creating their own portfolios

We need the ability to limit users from accidentally creating new portfolios. We recent had a subcontractor create a portfolio after being invited to the site. It doesn't appear to be an option in the Security roles.
Guest over 4 years ago in PS Web App & Platform / Security Roles 0

Please add indication for attachments on checklist form item rows.

Currently Checklist items use the same comment indicator flag as in other forms. It only ticks flagged when any text is entered into the comment. This does not tick flagged if only an attachment is added to a check list item. In addition in the ma...
William Atchison almost 2 years ago in PS Web App & Platform / Field Management 0

Sorting of Change Order Request

Is there a way that the system will allow us to sort Change Order Request by Open Assignments? Currently we are not able to sort by that feature.
Gustavo Ibarra 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Project Level Custom Fields

Current: Custom Fields can only be created on the Portfolio Level Request: Have an ability to create project level custom fields.
Jane Shulzhenko over 4 years ago in PS Web App & Platform / Custom Fields 0