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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 2254

Submittal Package Date Tracking

Rarely are individual submittal items sent for review by themselves; they are almost always put into a submittal package with other items. It would be beneficial to have a date tracking system for packages that tracks when the entire package was s...
Guest over 4 years ago in PS Web App & Platform / Document Control 0

Import SOV into Contracts

Currently, when creating a contract, you have to manually enter each line item under the Contracts Amount tab. It would be helpful to be able to import a SOV, as well as other information, like a Scope of Work, into Contracts. Or generate an Owner...
Dan Bentil about 5 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Checklist: Mandatory Items

Requirement to complete every item before the checklist can be passed. This should be an optional setting when setting up a checklist template.
Hunter Dickerson almost 3 years ago in PS Web App & Platform / Field Management 0

Ability to delete multiple attachments on a record at once.

Currently you have to delete attachments one by one. Say for example a user put a number of pictures on a record and there were incorrectly put there. It would be nice to be able to select multiple files to delete at once. Single options are ineff...
William Atchison over 1 year ago in PS Web App & Platform / Record Management 0

Would be good to be able to save files directly to Project Sight rather than saving files in a folder on my computer and then uploading to Project Sight.

No description provided
Guest over 5 years ago in PS Web App & Platform / File Library 0

Add option to sort PCOs numerically

When creating a Custom Field in any module, the field is set to editable (green checkmark) in Security Roles > Fields. This should not be editable by Default. Entered upon request by Wynn. The Portoflio Admin should be flagged everytime a custo...
Guest 9 months ago in PS Web App & Platform / Custom Fields 0

More Prominent Verbiage on Due Date and Past Due Reminders

When the new reminder emails were initiated this past week they caused some issues with clients as they did not notice that they were just reminder emails. Could the text be bold and maybe bigger for "Due Date Reminder" or "Past Due Reminder"?
Jeff Miller over 1 year ago in PS Web App & Platform / Notifications 0

Add in ability to set default budget codes and accounts when adding 'Default Markups' on PCO's to increase productivity and minimize mistakes

Having to go in and set this each time (and double check other peoples work to make sure it was set by them) just eats up time and also creates the likelihood of an error occurring. If it were automatically set, it would be a much cleaner task to ...
Guest about 3 years ago in PS Web App & Platform / Workflow 0

Provide Browser support for iPADS, so additional forms are available through an iPAD.

Client needs to be able to access ProjectSight through iPADs with a browser. They want access to other forms and features not available in Mobile.
Guest over 4 years ago in PS Web App & Platform / Daily Reports 0

Punch Items Copy needs to copy over the description which is actually contained in the comments with copy.

With the Punch Items the description is contained in a comment. Typically the Copy feature does not copy over comments to a new record. This make Punch Item data entry much less efficient than it should be. Clients want to be able to edit the desc...
William Atchison over 2 years ago in PS Web App & Platform / Field Management 0