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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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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

Default Due Date - Checklists

We would like to be able to set default dates in checklists.
Aaron Deister 29 days ago in PS Web App & Platform / Field Management 0

Save Copy of Checklist Based on Status

We would like to save copies of checklists as a PDF, to the file library, based on status of the checklist. For example, we would like a copy to be saved when the status is changes to open and then another copy to be saved when it changes to closed.
Aaron Deister 29 days ago in PS Web App & Platform / Field Management 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

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

Email Fillable forms with complete content

It appears that when you go to your file library and select a form to fill out and then share it or the link to it, the shared form comes out blank to the recipient. is there a way to send the form with the content within it so the recipient can d...
Jack Bowen 7 months ago in PS Web App & Platform / Forms 1

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

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

Multiple notifcations for status changes

We use the notifications on record status changes. We would like to send different notifications depending on the status. For instance, different people need to know when we have new contract vs issuing a subcontract. We can only have 1 notificati...
Nancy Burriss about 2 months ago in PS Web App & Platform / Notifications 0

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