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Contract Invoices - Need Subcontractor name when adding a new invoice. Currently, only the contract number and Description show up

Operators do not memorize the contract numbers and descriptions. The choice for a current contract invoice should start with the Subcontractor name.
Chris Harris over 1 year ago in PS Web App & Platform / Workflow 0

Add a checkmark in the mark up area and text areas

When I review submittals I like to use a check mark next to items that are correct on the sumbittal. I do not want to draw this and do not want to use an EMOJI check mark. Please add a check mark to the mark up section. In fact everywhere you can ...
Jonathan Elder almost 5 years ago in PS Web App & Platform / Comments 0

Remove badges from Daily Report calendar

There are 2 badges that pop-up in the daily report calendar. One says, "not available" and the other, "existing report". It takes too much time trying to work around these badges to input the correct dates when researching or inputting reports. Pl...
Guest over 1 year ago in PS Web App & Platform / Daily Reports 0

Make 'Notes' NOT a required field

The 'Notes' tab under drawing sets has recently become a required field. Please make this not required again as having to fill this out for every drawing tends to be disruptive.
Brandon Lough over 1 year ago in PS Web App & Platform / Drawings 1

Default Preferred Download Settings

I would like to see some sort of project download setting defaults. Hitting the download button would give users the option to download 100% of the files or pick from administrator created defaults or simple common options. A lot of users have dev...
Brendan Radich over 3 years ago in PS Mobile Apps / User Experience 0 Future consideration

Option to exclude Portfolio Admins from the Project Contacts

When a new project is created, all members of the Portfolio Administrators group are automatically added as project contacts. There should be an option to exclude Portfolio Admins from the project contacts.
Trimble ProX Team over 3 years ago in PS Web App & Platform / Project Home Page / Dashboard 0

Please Add Tax Field to Companies and Pull From Company on Commitments and Invoices

Taxes for Vendors are determined by accounting (in our case they are setup in Vista). These taxes need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ProjectSight. On...
Mercedes Green over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Create a method to show the current amount available for all Contract line items for a period.

Create a method to show the current amount available for all Contract line items for a period. Show what is paid and pending against every line item so they can determine how much is still available. The business reason is to see the amoun...
Michael Worthington over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

When customizing reports in crystal reports in which you are using custom fields in project sight, it would be good if the custom fields would be automatically carried over into crystal reports.

No description provided
Guest over 6 years ago in PS Web App & Platform / Reports 0

Ability to edit record data directly in the list view

This is a similar request to PSW-I-27 (https://projectsight.ideas.aha.io/ideas/PSW-I-27) (batch editing), but it would be nice to have the ability to edit data directly in the list view.
James Vandezande over 6 years ago in PS Web App & Platform / Document Control 0