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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 2220

Add embedded PDF's as a Checklist Template Line Type

When creating a checklist template, the user is offered line types. For example, drop downs, currency, date, memo, signature, yes/no, etc. The option to embed a writable PDF into the checklist template, allowing each checklist to individually edit...
Jeremy Block 9 months ago in PS Web App & Platform / Field Management 0

Drawing Upload - Define Multiple Place for Title Pull

There should be a way when PS is uploading drawings to change the location we define the drawing's title, drawing date, etc. Now, if you process a few drawings from one designer and then another designer who have title boxes in different locations...
Guest 9 months ago in PS Web App & Platform / Drawings 0

Default Assignee - allow multiple roles

Each person can only have 1 role on the project team. We can only assign 1 role to the default assignees. There are records that need to be assigned to more than one role.
Nancy Burriss 9 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Company XSD with Insurance Table

We need a Company XSD with Insurance Information so that reports can be written to find companies with no insurance.
Ricci Stevens over 2 years ago in PS Web App & Platform / Reports 0

Print/Filter Company Contacts

We routinely go through our company contacts to make sure information is up to date and to verify employees that have moved on from the company have been removed as a company contact on ProjectSight. It would be very useful to be able to filter ou...
Kenani over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Option to Resize Pop-out Windows

In many locations of ProjectSight, when you pull up a search window for Companies or Contacts, PCOs in SCOs, Budget Transactions, etc, you are required to scroll up, down, right and left to see all of the data. It would be great if you could manua...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Navigation / UI 1

Import Templates - Conditional Formatting

The ability to add conditional formatting to excel templates which would allow users to check for duplicates, errors, etc prior to upload. Mass importing a ton of data only to find out after uploading that the template contains a bunch of errors c...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Import/Export 0

When updating a drawing set, add a warning for when the Drawing size of the new sheet does not match the previous version.

Occsionally our teams upload updated drawings that are provided in different sizes depending on the submission. In the latest example our sets were 30x42 but the GC accidently provided 8.5x11. When our team updated the drawing set, ALL links were ...
Guest over 2 years ago in PS Web App & Platform / Drawings 0

Add "Contract Number" field to PCO Field Attributes

Currently, the Contract Number field is not available within PCO Field Attributes. Some customers need to be able to make this field required.
Hunter Dickerson about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to Discard Changes on a Change Order after Creation Screen

Currently if you start creating a Change Order (SCO or PCCO) and enter the Description, Contract, and click "Create", it saves the Change Order. It would be great if it didn't actually save the CO as a new record until you click "Save" or "Done" o...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Budget & Cost Management 0