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Add Trade to Project Directory

We need a project directory that we can sort by the trade so it was clear what work that company did for this project. The current project directory report does not include this. In the Team Members area you can add the trade column and create an ...
Shelly Klarner 9 months ago in PS Web App & Platform / Project Directory 0

Separate display address in lines for use in legal documents or other forms

When creating reports, sometimes the address needs to be separated out into the lines of: Address 1 Address 2 Address 3 City, State and Zip Right now, with the current data sets, the display address shows up as a string of text, which is difficult...
Julie Adler about 6 years ago in PS Web App & Platform / Reports 0

Please provide a way to work around the expiring ProjectSight API token.

Professional Services and Partners need a way to integrate with ProjectSight through the API without having to change the expiring token every24 hours. Maybe provide some sort of Authentication setup.
Guest about 6 years ago in PS Web App & Platform / API 1

Project Number included as a pre-fix to the document number.

Include the project number as part of the document number so that it's easily identifiable outside of ProjectSight. Example: Purchase Orders Project number might be XYZ123PO numbers auto-increment and might look like:XYZ123-001XYZ123-002XYZ123-003...
Natalie Abshier about 3 years ago in PS Web App & Platform / Forms 0

Distribution Lists in Courtesy Copies Field

We would like the ability to quickly add all members from a distribution list by showing the distribution lists in the pop-up contact selector. Clicking a distribution list should add all the lists contacts.
Brendan Radich over 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Scroll button

When zooming into plan pages, if you get too close to the edge of a plan, it automatically scrolls to the next plan page, too sensitive. Utilizing an arrow button to manually move to the next page would be helpful
Guest about 3 years ago in PS Mobile Apps / Drawings 0 Future consideration

Create XSD file in the PCCO area to be able to see PCO Items detail

The PrimeContractCOPCOLinks xsd file does not have any PCO Item level fields available, necessary to update a report that used to work in ProjectSight but suddenly stopped working. Fields that clients are asking to see on the report include PCO It...
Julie Adler almost 4 years ago in PS Web App & Platform / Reports 0 Likely to implement

Linking a Contact to Company Under Portfolio Setting

When adding a contact under the Company in Portfolio Settings there is an option to "link" the contact to a project (similar to Prolog). This feature does not seem to filter back to the User settings in the Project so you essentially have to add t...
Meagan Rice almost 7 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

Create a default setting for drawing layers at portfolio level

It would be nice to have a default setting for the layers/markups that are visible on drawings that is portfolio wide. For example, we almost never want to start by seeing annotation labels, it makes the drawings too crowded, and we have to turn i...
Alyssa Schorer over 1 year ago in PS Web App & Platform / Drawings 0

The RFI import has no option to designate for the contact asking the question. It puts the User/contact executing the import.

Client would like a field to designate the contact asking the question on an RFI. This is important to their business process. When they enter an existing project they have no way to enter RFI for the correct contact whom is asking the RFI Questio...
William Atchison over 1 year ago in PS Web App & Platform / Document Control 0