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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.

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PS Web App & Platform

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When customizing reports in crystal reports in which you are using custom fields in project sight, it would be good if the custom fields would be automatically carried over into crystal reports.

No description provided
Guest almost 5 years ago in PS Web App & Platform / Reports 0

Ability to edit record data directly in the list view

This is a similar request to PSW-I-27 (https://projectsight.ideas.aha.io/ideas/PSW-I-27) (batch editing), but it would be nice to have the ability to edit data directly in the list view.
James Vandezande almost 5 years ago in PS Web App & Platform / Document Control 0

Would be good to have general contract and subcontract templates built in similar to AIA forms

No description provided
Guest almost 5 years ago in PS Web App & Platform 0

Notifications to be sent based on Status change and security category

Enhancement description: Notifications to be sent based on Status change and security category. for example: "Security category A" want to receive a notification if the record changes to "Open" only, however, "Security category B" wants to receive...
Guest almost 5 years ago in PS Web App & Platform / Notifications 0

Excel Gantt Chart based on Budget

Great an excel gantt chart based on budget for project. Excel would allow for flexibility but it could be a good starting point.
Brendan Myers about 1 year ago in PS Web App & Platform / Field Management 0

Module Security Should Flow To Widgets - If amount fields are hidden they should not show on widget to user

We hide financial data on PCOs to our trades as we use the PCOs for sending RFQs. We hide the Estimated, Proposed, Approved amounts so that they are sending quotes without seeing our estimates. If that Trade adds the widget for PCOs, they see the ...
Mercedes Green about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Need a Profile Level File Library to store Corporate Information, Procedures, etc..

The Profile level file repository will have the "User Guides" for everyone who gets access to any project in the portfolio. Also restricted access so we can store Company Level Policies and Procedures.
Benjamin Crosby almost 5 years ago in PS Web App & Platform / File Library 0

Ability to format contracts (indent, bullet points, bold, etc)

It is important to organize and format contracts, indents, bold text, etc do not copy over from word.
Kenani over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Reassign Option when Removing Users with Existing Records Assigned

With Viewpoint Team (TC One) if we remove a user from a project that has existing open transactions (assigned records that are still open), it will let the user know and give the admin the option to choose another user to reassign those records to...
Mercedes Green about 1 year ago in PS Web App & Platform / Portfolios 0

Waterfalling Signatures

Allow a Waterfalling Signature option as a checklist option as a check list line. This would allow us to make checklists that have a single signature check list line that can automatically create an additional signature field while filling out the...
Matthew Votoupal about 1 year ago in PS Web App & Platform / Field Management 0