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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 2569 of 2569

Save Checklists to Different File Library Folders

We would like to save checklists to different file library folders. Right now, you have to set the folder path on the Checklist module level, but we would like this on the checklist template level.
Aaron Deister about 1 year ago in PS Web App & Platform / Field Management 0

Add option to sort PCOs numerically

The Number in Potential Change Orders (PCOs) currently treats the numbers as letters and sorts alphabetically. It would be beneficial to sort numerically. Drawings has the sort options to sort either way for numbers. In the attached picture from D...
Tonya Overstreet over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Automatically Change Allocation of Budget and Costs to Match Amount Entered

We're trying to reduce the amount of manual steps. If a user enters an "Estimated" amount in the budget, change the Allocation Type to Apprx Rev. as well as the Cost Allocation to Apprx cmmt. If a user enters a "Proposed" amount in the budget, cha...
Mercedes Green 6 months ago in PS Web App & Platform / Budget & Cost Management 0

We need to be able to restrict access to Comments and Attachments on any record by role

We currently allow Subcontractors access to comment on PCO items they are assigned to for an RFQ type solution. This works great as they can't see other PCO Items that may be assigned to other trades. However, they can see all the comments on the ...
Mercedes Green 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Update purchase-order "invoiced amount" with ERP invoice data.

Currently the "invoiced amount" on purchase orders only shows information if invoices are written through ProjectSight. With the Vista/Spectrum integration it would be nice to see this information update with the invoiced amounts from the ERP system.
Allen Sharar 10 months ago in PS Web App & Platform / Budget & Cost Management 0

AI Charlie Improvements

Increase the functionality of Charlie (AI assistant). Currently Charlie only answers questions about ProjectSight. Please give Charlie a proper set of tools to integrate with my projects. Allow Charlie to have access to all data within a project s...
Guest 4 months ago in PS Web App & Platform / Search 0

Summary of Overdue Items

Provide (1) summary email daily of items that are overdue rather than an email for each overdue item. For instance, if you have 10 overdue items, send (1) email at the end of the day as a reminder instead of 10 individual emails.
Tim Long over 1 year ago in PS Web App & Platform / Document Control 1

Ability to add default users as CC in RFI/Submittals

This is currently not an option. I chatted with Projectsight today about it and the only default users that can be added is for "Assigned to". We have many projects and many CFM's and it would be nice to have them autopopulate instead of me going ...
Amanda Luna over 1 year ago in PS Web App & Platform / Document Control 0

Safety General

A dedicated tab for all things related to safety documentation.
Guest 3 months ago in PS Web App & Platform / Field Management 1

writeable pdf

The writeable pdf's work in the web browser. They don't work in the app. Our foreman need to be able to fill out writeable pdf's in the app. This is urgent needed for our company. We have owner forms that must be filled out every day and can not b...
Nancy Burriss about 2 years ago in PS Mobile Apps / Other 0 Likely to implement