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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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Company Contract History Should Auto Populate

It is important to be able to track all contracts connected to a specific subcontractor/company. Currently, this has to be added manually under Contract History in the Companies module. It would be very helpful if the Companies Contract History au...
Kenani about 2 years ago in PS Web App & Platform / Companies & Contacts 0

Exporting daily log notes/comments

Would be nice to set up automatic reporting for specific items such as the notes or comments portion of a daily log. Same is true for specific documents and or time entries.
Jack Bowen 11 months ago in PS Web App & Platform / Daily Reports / Reports 0 Future consideration

Users should be able to edit their Title, Phone Number, etc..

Right now a Portfolio Admin has to update individual users information, it would be great if users could maintain their own information.
Benjamin Crosby about 3 years ago in PS Web App & Platform / Companies & Contacts 0

Photo Management - Image Size

It would be great if there was a way to manage photo size within ProjectSight so that when they appear in reports they are not larger than the reports themselves. A second option would be to just enforce a specified size so that pictures print two...
Ricci Stevens over 2 years ago in PS Web App & Platform / Photo Management 2

Select multiple companies for Record Sharing Access

Problem: Currently, in Record Settings, there is a sharing option to control if the Portfolio owner company can see all records, and other companies only see what they are assigned to, or share all records with all companies. This causes issues wh...
Guest over 3 years ago in PS Web App & Platform / Security Roles 1 Likely to implement

Ability to link COR, PCO items, and PCCO Items together

Enhancement description:Add the ability to reference in COR, PCO, PCO items, PCCO, and PCCO items from each respective XSD file in reports. What are we trying to accomplish?Give better report customization options, this kind of reporting of linked...
Guest over 5 years ago in PS Web App & Platform / Reports 0 Future consideration

Be able to copy sections of a previously completed checklist to a new checklist

For certain checklists like inspections where say a particular piece of equipment is inspected daily and there is certain information that would be repetitive from day to day like project number and equipment number it would save a tremendous amou...
Bill Fadok 9 months ago in PS Web App & Platform / Field Management 0

Insurance Tracking for a Project

It is important to track insurance for a Company by Project, and be able to run a report that shows all companies for a project that have an insurance certificate and be able to track when that insurance expires. This portion is similar to PSW-I-8...
Julie Adler over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Add User Preference to Disable Help Popups in Budget Screen

When you're moving your mouse around the budget screen you are inundated with popups (Phase Code, Description, Linked to Vista, column headers). They don't disappear until you click somewhere else. Can these be disabled in the user preferences?
Mercedes Green about 2 months ago in PS Web App & Platform / Budget & Cost Management 0

Set Default Views at Portfolio Level

It would be beneficial to be able to adjust the default view portfolio-wide, especially on RFI list view, as a starting point for users. This would promote better efficiency from the onset and allow the list view to function as a dashboard.
Guest over 5 years ago in PS Web App & Platform / Custom Fields 1 Future consideration