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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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Void Status

For Data Protection & Integrity the ability to Delete is restricted to our Portfolio Admin. Is there a way to add a VOID Status to all modules and make the Records in that status only visible to Portfolio Admin? It's use could be restricted vi...
Mark Livolsi over 1 year ago in PS Web App & Platform / Field Management 0

Distribution Groups visible in User View

Currently, the only way to see if an individual is in a certain distribution group is to search the specific distribution group. It would be helpful if, in the user list, you could see what distribution groups an individual is part of.
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Previous PO Balance - Update online help

Please update some additional information around the Previous PO Balance field under the General Invoices area to clarify what the balance represents and why it may change. The below is how we explained it to a customer for reference: The Previous...
Zaida Watts over 3 years ago in PS Web App & Platform / Help 0 Planned

Dashboard Refresh

Provide setting for auto refresh of Dashboard page.
Guest about 5 years ago in PS Web App & Platform 1

Checklist Excel Button is gone

We once had a button to transfer Checklist directly from excel to Project Sight and visa versa but it is gone now with a recent update. Please bring that feature back.
Matthew Votoupal over 1 year ago in PS Web App & Platform / Field Management 0

Ability to Copy & Paste Budget Codes in Contract Invoice & General Invoice

When cost coding contract invoices & general invoices for our accounting department. We need the ability to cut and paste into a pdf document. If we have to type the costs there is a chance of a typo error. Prolog & Converge allowed to cop...
Brian Shawe about 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Daily Reports - When making Equipment required, it only takes effect when Equipment is clicked.

When we make a field required on other forms, Projectsight will not let you save the record until the field is filled. Trimble should consider for Daily Reports if a field in the Equipment or Labor is required, it should work throughout the entire...
William Atchison over 3 years ago in PS Web App & Platform / Daily Reports 0

Filter Drawings by Location

It would be nice to have one of the filters on the drawings be location. When looking at a specific area of a building, it would be nice to set the location and have the floor plan, roof plan, MEP, etc. plans all right there instead of having to k...
Linnea Lavorico almost 2 years ago in PS Web App & Platform / Drawings 0

Checklist Template choices, in Security Role Settings

When you dive into the portfolio security role settings, you can easily decide if a security role has access to checklists and what they should be able to do with those checklists. However, there is not an ability to select which checklists a secu...
Jeremy Block almost 2 years ago in PS Web App & Platform / Portfolios 0

Area Annotation Enhancement

* How Does it Work? ** For the purposes of performing a quick measurement of a basic geometry such as a rectangular room, allow us to drag a rectangle around this geometry to determine the area. * How would it benefit the User? ** At the moment, u...
Guest over 5 years ago in PS Web App & Platform / Drawings 0