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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 2230

Need a Security Role for Projects that can only modify users and companies.

Need a Security Roles Admin that can only make changes to a project's users and companies.
William Atchison over 3 years ago in PS Web App & Platform / Security Roles 0

Editing record settings on the Checklist Template Level

It would be nice to see the ability to manage the Record Settings (Notifications, Workflow, Reports, Security, Default Assignees, and Field attributes) on the Checklist template level. We would like to see the ability to manage record settings on ...
Henrick Malpica almost 2 years ago in PS Web App & Platform 0

Need ability to add custom fields to CashFlow Forecasts Line Items

Currently it is only possible to add custom fields to the header or overall CashFlow Forecast, but not to the line items where the budget codes and amount are listed. Most of the other forms have the line item detail. This could allow us to enter ...
Mercedes Green almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Last Modified fields for Drawing Annotation additions and changes

Description: When users add or modify annotations in a Drawing in the Drawing Viewer, their changes do not affect the Last Modified By and Last Modified Date fields in the list view. This is very problematic for some customers because their workfl...
Guest over 3 years ago in PS Web App & Platform / Drawings 0

In ProjectSight Drawings add an option to delete not just the current revision but previous revisions if needed

Currently when you delete a drawing from the current drawing list it only deletes the current revision, so if a client wants to delete a drawing with multiple revisions it has to be deleted manually multiple times. There should be an option to rem...
Guest over 5 years ago in PS Web App & Platform / Drawings 0

Internal or External Designation for Security Roles

Enhancement description: Designate security roles as internal or external. Only portfolio admins would be able to assign internal security roles and every internal member below portfolio admin can only assign security roles designated as external....
Brendan Radich over 5 years ago in PS Web App & Platform / Security Roles 0

Consolidate all Import/Export types to one location in Settings

Problem: Currently when users want to start a new portfolio or project, they have to visit many different places in the settings area to export the spreadsheets to input their data, then go back to those locations to import again. Suggestion: Keep...
Guest over 3 years ago in PS Web App & Platform / Import/Export 0

Make it easier to change spec section list

In record settings under Submittals, it would be nice to be able to batch edit (batch delete) sections instead of one-by-one (as a side note, when attempting to do it one-by-one the plus sign and the x sign start to move out of line and become har...
Guest over 5 years ago in PS Web App & Platform / Settings & Administration 0

Ability to save records or add links without typing in the Description or Comment field

When adding a linked record or drawing, or when first saving a record, you have to type text into the comment area first. Sometimes a comment or description isn't necessary, or it is redundant with the data entered in the record fields.
Guest over 5 years ago in PS Web App & Platform / Comments 0

Currently the user who clicks the publish button in a Drawing set is not tracked in a field.

Currently when drawings are published from the drawing set they carry over the author as the user who is on the drawing set. Client is wanting some way to view who actually clicked the publish button. Anyone with access to the drawing set can clic...
William Atchison almost 2 years ago in PS Web App & Platform / Drawings 0