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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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Showing 2279

Exported General Invoices sheet > Items sheet move the Subtotal line to the right along with the other blue columns

With the Subtotal line moved over it would be easier to copy and paste data into the General Invoices > Items Sheet
Kiet Lam over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Modify UDFs at Project Summary Screen

If the user has UDF at the project summary screen the only way to currently edit it is to go into the project and edit it from that particular field. Solution 1: Allow the user to click into the udf at the summary screen and update it from that sc...
Nick Weilemann over 1 year ago in PS Web App & Platform / Batch Edit 0

Required Dates Fields - Empty

Customer needs the ability to have default date fields be empty rather than default to 'today'. Field can be set to 'empty' in settings but then ProjectSight defaults it back to 'today'. The primary need is in Purchase Orders and General Invoices.
Ricci Stevens over 3 years ago in PS Web App & Platform / Settings & Administration 0

Allow us to change name of the External Links module

Add an option to allow us to change the name or nomenclature of the "External Links" module in ProjectSite.
Guest over 3 years ago in PS Web App & Platform / Navigation / UI 1 Will not implement

Default View Shows All Records Instead of Default Filters

When opening any view (will become biggest issue in Checklists and Invoices) all the statuses and filters are toggled off, yet the Default View lists all items. When you are working with record counts in the thousands, this is going to start causi...
Mercedes Green over 1 year ago in PS Web App & Platform / Views 0

Would be good to have the ability to go back and edit buget transfers.

No description provided
Guest over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Punch Item - Item Downloading File Naming

When downloading Punch Items as individual records, to be able to choose what fields/attributes are used for naming of the downloaded/printed PDF files. Currently it names with the Punch Item + Description. If somebody gets wordy in their descript...
Eric Bogenschutz over 1 year ago in PS Web App & Platform / Field Management 0

Submittal Package item order should have the ability to sort and print (like prolog was able to do)

Submittal Package Item order currently prints the items in order that they were created in the submittal package. If you need to insert an item into the package later it prints this item at the bottom of the report, not inserted where we need it. ...
J D over 1 year ago in PS Web App & Platform / Reports 2

Ability to Edit Company Name from Company Import Template

Currently, the company name field in the excel template is locked. It would be great if you could edit this field within excel. For example, if someone imports 1000 companies in all caps but wants to change it to proper case, they will have to edi...
Hunter Dickerson over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Different views for submittals

allow different views - tile, list and submittal name only. Currently it takes alot of scrolling to find a long list of submittals.
Brendan Myers over 1 year ago in PS Mobile Apps / Submittals 0 Future consideration