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Share settings do not allow a company to restrict records from the main project company.

This item was originally submitted as a defect with PS-46323. The problem is regarding how the share settings work under Project Settings>Record Settings> Any form>General>Share settings>Project Company Checkbox. If a client uncheck...
William Atchison about 2 years ago in PS Web App & Platform / Settings & Administration 0

Option to Resize Pop-out Windows

In many locations of ProjectSight, when you pull up a search window for Companies or Contacts, PCOs in SCOs, Budget Transactions, etc, you are required to scroll up, down, right and left to see all of the data. It would be great if you could manua...
Hunter Dickerson over 4 years ago in PS Web App & Platform / Navigation / UI 1

Import Templates - Conditional Formatting

The ability to add conditional formatting to excel templates which would allow users to check for duplicates, errors, etc prior to upload. Mass importing a ton of data only to find out after uploading that the template contains a bunch of errors c...
Hunter Dickerson over 4 years ago in PS Web App & Platform / Import/Export 0

Need Option to Import/Export Submittal Package

We are considering to migrate from Prolog to ProjectSight. In order to do so we need to be able to import submittal packages into ProjectSight. Please add/enable this feature.
Guest over 6 years ago in PS Web App & Platform / Import/Export 0

Add Custom "Types" for safety notices.

We need to add more custom field attributes to the "Type" field under safety notices. Currently ProjectSight does not support this, which renders the incident reports inaccurate if you do not have an incident that falls within the supported types....
James Alvis about 2 years ago in PS Web App & Platform / Field Management 0

Master Address book in companies for multiple portfolio's

I just want a master adress book which i can upload to each porftolio . I dont wanna waste my time to edit company contacts whenever we change our crew.
Mihael Ivančan over 3 years ago in PS Web App & Platform / Companies & Contacts 0

A guided tour to show how the app works in detail

when first signing up, the app takes you through an automated guided tour to highlight the different features of the app.
Guest over 4 years ago in PS Mobile Apps / User Experience 0 Future consideration

Add "Contract Number" field to PCO Field Attributes

Currently, the Contract Number field is not available within PCO Field Attributes. Some customers need to be able to make this field required.
Hunter Dickerson over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to Discard Changes on a Change Order after Creation Screen

Currently if you start creating a Change Order (SCO or PCCO) and enter the Description, Contract, and click "Create", it saves the Change Order. It would be great if it didn't actually save the CO as a new record until you click "Save" or "Done" o...
Hunter Dickerson over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Quick Download Button for Individual Locked Records

Requiring users to go through the process of printing each record to download the report + attached files of a record is time-consuming. I understand the need for this while a record is changing, but once it is locked, I think we could simplify th...
Brendan Radich about 1 year ago in PS Web App & Platform / Reports 0