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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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Budget Update Functionality

We need the ability to modify Budget Codes after a project has started monies have been spent. Example 1: Need to change the number of characters in a budget group due to increased scope and have all existing codes reflect the new structure. Examp...
Ricci Stevens almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Under the file library it would be good if there was a setting in which you could set preferences for how you view the file list, whether as a list or as windows. It always comes up as windows, but I would prefer a list. I can hit the view button, but that is just another keystroke that is unnecessary.

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

Global Custom Fields

There are project specific fields that need to be carried over from one record to another, or information that needs to be seen in regards to that project or records that shares the same data ( for example: a Custom Field that is relevant in RFI's...
Jane Shulzhenko almost 4 years ago in PS Web App & Platform / Record Management 0

Checklist Default Values for specific Fields

Create a field in Checklist template builder that would allow to enter a default value. For Example: Field Name Instructions (text): and be able to enter a text that can be shown on a published template.
Jane Shulzhenko almost 4 years ago in PS Web App & Platform / Field Management 0

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 almost 6 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 almost 6 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 almost 6 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 almost 6 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 almost 6 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 almost 6 years ago in PS Web App & Platform / Comments 0 Future consideration