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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 2244

Please Add Tax Field to Companies and Pull From Company on Commitments and Invoices

Taxes for Vendors are determined by accounting (in our case they are setup in Vista). These taxes need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ProjectSight. On...
Mercedes Green over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Create a method to show the current amount available for all Contract line items for a period.

Create a method to show the current amount available for all Contract line items for a period. Show what is paid and pending against every line item so they can determine how much is still available. The business reason is to see the amoun...
Michael Worthington over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Auto Detection in Drawing Sets

Auto Detection of drawings metadata (user doesn't highlight regions, instead OCR picks it up)
Jane Shulzhenko almost 4 years ago in PS Web App & Platform / Drawings 0

Void Status

For Data Protection & Integrity the ability to Delete is restricted to our Portfolio Admin. Is there a way to add a VOID Status to all modules and make the Records in that status only visible to Portfolio Admin? It's use could be restricted vi...
Mark Livolsi 10 months ago in PS Web App & Platform / Field Management 0

Drawing annotation Indicator

From the drawing list (thumbnail or grid) you should be able to tell with a glance if there is an annotation on a drawing, and whether it is public or private. There should be some sort of simple indicator that turns on if the annotation exists.
Pasi Nurminen over 2 years ago in PS Mobile Apps / Drawings 0 Likely to implement

Meeting Minutes Permissions

Meeting minutes permissions should be more customizable either per meeting by security role or per meeting with access only to the invited users
Alex Pratt over 1 year ago in PS Web App & Platform / Document Control 0

Add "Last Login" Date and Time

Ask: be able to see when was the last login date and time for a user.
Jane Shulzhenko about 3 years ago in PS Web App & Platform / Settings & Administration 1 Already exists

Add Unlocked Uncommited Cost Column

The current uncommitted cost column is locked from a user to be able to forecast future changes, allowing the user to submit changes against the uncommitted column and then have it reflect in a committed column once the change is approved would gi...
Nick Weilemann over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

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