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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

Ability to copy template files in file library via Create from Project Template Settings

We have many template files that we want to be sure our PM's use when starting up a new project like a communication plan, a risk register, a quality management plan, etc. These template files are loaded in the file library of template projects an...
Jeff Miller about 2 years ago in PS Web App & Platform / File Library 0

Trimble Connect - Files - View Linked Records

In ProjectSight's current File Library you have the ability to navigate to a file, select the file and view each record that the file is linked to. In Trimble Connect, this isnt an option. It would be nice, if you could view from Trimble Connect, ...
Jessica Ream about 2 years ago in PS Web App & Platform / File Library 0

Unlock Contract Invoice Category

Extension off of shipped idea: https://projectsight.ideas.aha.io/ideas/PSW-I-2880 Please also apply this to contract invoices! The category is locked when invoices are stacked with the only option to change them being to delete everything and rekey.
Nick Weilemann over 2 years ago in PS Web App & Platform / Document Control 0

Ability to customize grids - swap columns, keep column width, hide columns

Ability to customize grids - swap columns, keep column width, hide columns.�
Guest almost 7 years ago in PS Web App & Platform / Navigation / UI 0 Future consideration

Marry Existing Portfolio Settings

ProjectSight gives the ability to duplicate a portfolio from a template to copy settings but does not give the user to mass edit settings within a portfolio that is currently underway. This would be useful for larger projects that have a dynamic l...
Nick Weilemann about 2 years ago in PS Web App & Platform / Settings & Administration 0

Have a clear setting for whole dollars or allow for cents with Costing numbers.

Have a costing toggle setting that keeps cents rounded up to whole dollars for Budget and Cost Management.
William Atchison over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Submittal - Promote to Architect Review

Currently, there is an upload document for review, a comments area where you can upload submittals, and the ability to mark off a document as approved in the submittals module. It can be hard for the architect to see especially if there are multip...
Henrick Malpica about 2 years ago in PS Web App & Platform / Document Control 0

Record level field logic

It would be helpful for the proper upkeep of records to have the ability to incorporate business rules at the field level. To mind come the following options: 1. Submittals - when the comment option 'Mark as Approved Docs' is check to set a corres...
Michael Handlmaier over 3 years ago in PS Web App & Platform / Record Management 0

Reports do not have a way to include record Item attachments such as Checklist items.

As a result of missing functionality described in https://projectsight.ideas.aha.io/ideas/PSW-I-1542 the inability to include the Checklist item attachments is more relevant to the client. The report will only provide a link, so the client has a i...
William Atchison over 2 years ago in PS Web App & Platform / Field Management 0

Email Record without a default Report, only include linked files

Sometimes, it is useful to email a record and not include a report, but to only include a selection of linked files. For example, we have a policy that all Subcontract Change Orders paid from our contingency allowance are initialed by the project ...
Brendan Radich almost 5 years ago in PS Web App & Platform / Reports 0