Skip to Main Content
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.

ADD A NEW IDEA

PS Web App & Platform

Showing 2002

Module Edits

Allow the admin user the ability to create or edit the module options in the checklist section in order to better categorize checklists.
Mitchell Terrell 12 months ago in PS Web App & Platform / Field Management 0

Multiple Records per Report

Rather than setting up one report per record, there should be the ability to create a Report and add multiple records. If I want to share RFI's and Submittals in a meeting, I have to create each report separately, print them separately and then co...
Guest 12 months ago in PS Web App & Platform / Reports 0

Would be better if assignments on reports included the company name rather than just the contact. Seeing only the contact, people may not recognize what company and/or trade is associated with the name when reviewing the report.

No description provided
Guest over 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0 Planned

When creating a new project using an existing project as a template, do not clone folders that are dynamically created by ProjectSight when an attachment is added to a record.

Enhancement Description: When creating a new project using an existing project as a template, do not clone folders that are dynamically created by ProjectSight when an attachment is added to a record. What are you trying to accomplish? Create a ne...
Guest over 5 years ago in PS Web App & Platform / File Library 0 Future consideration

Request to have contract numbers increment like Prolog allowing Prefixes and Auto Numbering like 9845-001 to 9845-002

Enhancement description: Currently ProjectSight does not Auto number when a prefix contract number is in place. Please add functionality similar to Prolog that allows auto-numbering with contract number prefixes such as 9485-001 to 9485-002. What ...
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Projectsight Integration with Workflow automation apps (Zappier, Azuqua)

Enhancement description: Customers are utilizing workflow automation APIs like Zapier and Azuqua, which allows them to connect 1000s of different applications together using user friendly GUI based controls to have data move between them. Somethin...
Guest over 5 years ago in PS Web App & Platform / Integrations / Workflow 0 Future consideration

Projectsight Drawing Remember Alignment setting

Enhancement description: The Compare Drawings feature in the Drawing Viewer should remember the alignment of the two drawings so revisiting the record they don't have to realign it every time. What are we trying to accomplish? Make the Compare Dra...
Guest over 5 years ago in PS Web App & Platform / Drawings 0 Future consideration

Investigate possibilities of preventing notifications from going to spam folders.

Enhancement description: Every company or client that uses notifications seems to need to white list or mark notifications to un-spam notifications. Is there anything in the ProjectSight App to improve or reduce the effort for clients to receive n...
Guest over 5 years ago in PS Web App & Platform / Notifications 0 Future consideration

Add basic font formatting to paragraph memo fields

Add basic font formatting to paragraph (memo) fields similar to the Trimble Community Forum.
Guest over 5 years ago in PS Web App & Platform / Comments 0 Future consideration

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