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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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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 almost 5 years ago in PS Web App & Platform / Settings & Administration 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 almost 5 years ago in PS Web App & Platform / Companies & Contacts 0 Defect

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 almost 5 years ago in PS Web App & Platform / Navigation / UI 0

See attachments in View

It would be extremely helpful to be able to see which records have attachments in your views specifically for RFIs and submittals but everywhere would also be useful.
Ricci Stevens over 3 years ago in PS Web App & Platform / Views 0

Project Details - Trade Version

The 'Owner' title shows up on the Nomenclature Tab for Projects but changing it to General Contractor in Record Settings does not actually change it on the form or the banner. With more and more trades using ProjectSight having the ability for thi...
Ricci Stevens over 1 year ago in PS Web App & Platform / Record Management 0

Keyboard Shortcuts - Drawing Viewer

Currently, there are various keyboard shortcuts such as R-rectangle, L-line, and C-callout to create annotations in the drawing or specification viewer. Can you add an option to customize or list out all of the available keyboard shortcuts?
Henrick Malpica over 1 year ago in PS Web App & Platform / Drawings 0

Add Financial Summary to Contract Record

Right now, you have to go to 3 different places to see full SOV including CO for a contract and see how much has been paid against the contract and each line. Can we add a tab in the contract record that shows a full financial summary including a ...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Allow record number to be changed by Admin if record is not in complete status

If a record (GI, CI, Contract, PO) is not in a completed state, allow the system admin(s) to edit the record number. If the user has a typo in this field, the admin is required to delete the record and start over. If the record has just been creat...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

On the Client Invoices/Application for Payment can you add a total line?

While you are checking a Payment Applications from a received Payment Application, you cannot check their Continuation Pages against ProjectSight unless you run the report.
Roe Guerra over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Allow for Configuration of Dynamic File Folder Naming Conventions

The general idea is to be able to configure in settings for any given record the naming convention that will be used when file library folders are dynamically created to store files attached by users within the records. Specific business case was ...
Guest over 3 years ago in PS Web App & Platform / File Library 0