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PS Web App & Platform

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Please Fix Issue where adding a To Company to any BCM record gives ALL users from that company access even when not assigned

This issue was never mentioned during implementation nor does the help state it. In the help it states that the setting "Share with Companies Participating in the Record" applies to Participants as: Author, assignees, and courtesy copy recipients....
Mercedes Green 5 months ago in PS Web App & Platform / Budget & Cost Management 0

When creating RFI from Drawing Create Snapshot that Attaches to RFI Instead of Adding Link to Drawing in RFI

As a specialty contractor using ProjectSight for our projects we really can't force our client to be a User in the PS System. When we send an RFI that was created from a drawing to a client that is not a User there is no option to "Attach" the dra...
Jeff Miller over 1 year ago in PS Web App & Platform / Document Control 0

Contact Entry - "Crew" Default Value

When entering new contacts, they are assigned a default selection of "N/A" under the "Crew" column. This automatically adds them to the list of workers that show up in the Labor tab. ProjectSight should make it so that this "Crew" default value ca...
Scott Rappold about 1 year ago in PS Web App & Platform / Companies & Contacts 0

File Library-ability to copy folders and files to other projects

The ability to copy folders and/or files to multiple projects within the portfolio would significantly reduce the time to push new folders and files to all projects.
Tanner Meek 6 months ago in PS Web App & Platform / File Library 0

Meeting Minutes comment formatting doesn't allow for tiered bullets

The Meeting Minutes comments allow for formatting of tiered bullet/numbered lists within the module, but the report printouts don't capture those formats. In one of my latest Minutes, I had items 1a, 1b, and 1c, but the report showed them as items...
Guest about 3 years ago in PS Web App & Platform / Reports 4

Security Role that has access to all projects ?

Would it be possible to edit/create a secutity role which automatically has access to all existing and newly created projects? Portfolio Administrator already has this feature but we are looking for the same project access but with a less powerful...
Todd Miknus 7 months ago in PS Web App & Platform / Security Roles 0

Add Submittal Package, RFI, and PCO Description To Auto-Generated Folder in the File Library

Project Sight auto-generates a folder for the submittal packages, RFIs and potential change orders in the file library but it names the auto-generated folder the number with no description. It is then difficult to look up the documents in the fiel...
Guest over 2 years ago in PS Web App & Platform / File Library 0

We require an additional OCR function while uploading drawings to identify the actual revision number A,B,C or 1,2,3

Our index printed from PS shows the revision of its upload and not the current drawing revision. This extra OCR function would be able to enable us to add this correct information to our drawing Index.
Guest 3 months ago in PS Web App & Platform / Batch Edit 0

Custom Cover Pages

We would like to be able to upload custom cover pages in the Submittals and RFI modules, like you can do in Viewpoint Team. https://help.viewpoint.com/en/viewpoint-team/viewpoint-team/project-setup/project-settings/project-settings-for-submittals/...
Aaron Deister about 2 months ago in PS Web App & Platform / Record Management 0

Docusign integration

Enhancement description: Create an integration with Docusign in Projectsight What are we trying to accomplish? Be able to use Docusign with Projectsight, sign important documents created in Projectsight using docusign. How is the lack of functiona...
Guest over 5 years ago in PS Web App & Platform / Integrations 2 Future consideration

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