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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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PCO Line Item View Access by Company

When creating PCO there may be multiple trades linked to the various items. Currently in order to all the trad vendor interact with the PCO and log their pricing they are able to see what other trades are also inputting. Ideally it would be nice i...
Ricci Stevens over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Already exists

Custom Field Visibility

Custom Fields can be shared across forms in ProjectSight but there is no way to see where all the Custom Field has been linked. Quantity Fields and Responsible Company are common fields that are being added to multiple forms across multiple portfo...
Ricci Stevens over 4 years ago in PS Web App & Platform / Settings & Administration 0

PDF Stamp Status Change

When adding an A/E stamp to a PDF set, RFI/Submittal, allow the workflow status to change to the applicable party that is assigned next in line to the workflow chain.
Nick Weilemann over 1 year ago in PS Web App & Platform / Document Control 0

Portfolio Level Change Log

When a user designated as an admin makes a change there is no log that correlates with that change, currently clients are tracking changes made in a third party collaboration tools and capturing screenshots to report on this.
Nick Weilemann over 1 year ago in PS Web App & Platform / Reports 0

Provide a security setting on the Project Contacts toggle in a record contact search.

In a full window contact search from a record, only the two Admin roles can toggle the Project Contacts toggle. There needs to be a security setting to provide access to this toggle separately.
Guest over 4 years ago in PS Web App & Platform / Companies & Contacts 0 Defect

Add a comment approval button for Submittal Packages.

Some clients do not want to have the Consultants and Architects submital approval on each individual submttal. They want to have them approve the Submittal Package. Currently no button is showing on comments for Submittal Packages. Please add this...
William Atchison over 1 year ago in PS Web App & Platform / Comments 0

Files in the file library should list which records they are linked to in a file property option.

When a client is deleting a file library file. They receive a message that the file is already linked to at least one record. If the client has linked this file to more than one record there is not place to confirm which records are linked. This p...
William Atchison over 1 year ago in PS Web App & Platform / File Library 0

Ability to Group Forecast

Users would like the ability to group the Budget Codes in the Forecast module similiar to how they group the codes in the Budget area. Added bonus, the ability to filter the budget codes by the various groups would also be helpful. For example, Yo...
Ricci Stevens about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Pop out windows automatically to make multitasking easier

Enhancement description: Multitasking ability in Projectsight Web similar to Prolog Manager or Converge where windows pop out and allow users to work in multiple records at the same time. What are we trying to accomplish? Allow for simpler multita...
Trimble ProX Team over 4 years ago in PS Web App & Platform / Navigation / UI 0

Manpower Report Export

Projects will benefit from the ability to export/subtotal their manpower from the previous month. Right now, there is no function to view the total manpower for contractors on site through set dates. This is very useful for calculating OSHA RIR an...
Guest over 4 years ago in PS Web App & Platform / Reports 0 Future consideration