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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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Option to Remove linked records from Meeting Minutes

When creating a new meeting from a previous session, if you click "remove" on a linked record tied to the meeting chain, then click save, the link remains on the record. The project would like to option to remove old linked files in order to not c...
Guest about 3 years ago in PS Web App & Platform / Document Control 0

Ability to select non-project contacts in import templates

Currently in import templates such as the Purchase Orders, users can select From Company and To Company from the full list of non-project companies but you cannot select the To or From Contact from the full list of non-project contacts associated ...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Import/Export 0

Drawings Should Fit To Page Instead of Just Page Width Within Browser Upon Initial Loading

When opening a drawing. The default is to fit to the page width. Due to the aspect ratio of a normal monitor (16:9) and viewing the drawing in full screen, the bottom of the drawing gets cut off. This is inconvenient because I can't see the whole ...
Guest over 5 years ago in PS Web App & Platform / Drawings 0

Record files added via link rather than an upload should display their File Library location in properties.

Currently a file linked or uploaded to a record shows in the history tab of the record as, "ADDED FILE LINK" in the transaction text. In addition the File library folder for the record will not include the file linked. This confuses the user and l...
William Atchison about 3 years ago in PS Web App & Platform / File Library 0

When users are blocked in Projectsight email. The notifications indicate that notifications are sent out successfully.

There are a lot of ways to address this. At times clients are not aware of their internal status with their email server or just simply getting the emails spammed. It would be nice to have some sort of indication especially of an email is currentl...
William Atchison about 3 years ago in PS Web App & Platform / Notifications 0

Change the Printer Button function in the Drawings

I have so many users contact me about not being able to print drawings because they automatically click on the printer button. In the drawings, the printer button is for printing a report. So if we want to print a drawing, we have to click on the ...
Avis Chareunsouk about 2 years ago in PS Web App & Platform / Drawings 0

Alert Notification if Contact Email hasn’t been Entered

Request for an automated alert notification when sending reports, assignments, action items, etc. from ProjectSight to contacts that do not have an email address created/entered within the system. Currently, the report, assignment, etc. would cont...
Guest over 3 years ago in PS Web App & Platform / Notifications 0

Ability to update multiple Drawing hyperlinks at once

Ability for our users to be able to select multiple items on drawings at once and be able to modify the hyperlink assigned to all selections at once.
Rick Parker over 3 years ago in PS Web App & Platform / Drawings 0

Procontractor Integration

We have been longtime Procontractor users and now with Trimble owning Procontractor we would love to see the same integrations that you give with Vista. Procontractor runs all of our estimation and accounting and while it has the similar capabilit...
Jeff Nardoni about 1 year ago in PS Web App & Platform / Integrations 0

Canceling a General Invoice or Contract Invoice

Once you pass the first screen on a General Invoice or Contract Invoice you cannot cancel out. The only way to remove that record is to "Delete". This is a big issue as we would not give delete rights to an average user. EXAMPLE: AP Role is keying...
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 0