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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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Set Default Report as a Project Setting

We would like the ability to choose the default Report format at the Project Level instead of only at the Portfolio level. Here are 2 examples: 1) We have a project that uses a custom RFI print format and we would like to have that the default for...
David Olivet over 3 years ago in PS Web App & Platform / Reports 0

Choose a folder to save reports in the file library

In ProjectSight, both reports and uploaded files on records are saved in a portfolio defined quick upload folder under 'ProjectSight Documents'. But reports like Meeting Minutes are stored in a different folder in our projects. It would be good to...
Patrick Schemkes about 1 year ago in PS Web App & Platform / Reports 0

Change Order Markups

1.) Change Order Markups should be selectable whether to compound or not. 2.) Multiple markups created should be able to be designated to be applied to different cost types. ie: markup for cost type Material and/or Labour markup for cost type Subc...
Don Glaicar 4 months ago in PS Web App & Platform / Budget & Cost Management 0

Print Report - Request for Information [Detailed] - Without action Items

Provide the ability of Print Report - Request for Information [Detailed - Without action Items]. Action items are showing up in the RFI to be submitted for approval which is not wanted or needed in the submission to the contractor.
Keith Wyble 7 months ago in PS Web App & Platform / Document Control 0

Add a PCO filter that filters all PCOs coded to a certain budget code.

There is currently no way to filter PCOs by budget code. A filter would be nice to see all PCOs that are coded to a particular budget code. If a user wanted to run a report for all PCOs being attributed to "Trade Partner X" they could filter the P...
Guest about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Key Word Search - Include Comments

The keyword search is great, but can it include annotations/comments? Attached example - Comment shows to 'Add (4) 4" Sleeves'. If I were to do a keyword search for 'Sleeve' I would want that comment to show on the results in addition to those on ...
Ricci Stevens 7 months ago in PS Web App & Platform / Drawings 0

Ability to Customize PS Invitation Email to External Users

Give us the ability to modify the standard text of emails being sent from the system to our clients? For instance, when we add a User to the system and they need to set up a user name and profile we would like that email to be modified slightly. W...
Jeff Miller over 1 year ago in PS Web App & Platform / Notifications 0

File Library Permission Type That Allows Uploading Files But Not Deleting Them

Right now there are only two permission types for the file library: "Edit" and "View". Edit Permission allows the user to view, download, upload and delete the files. View permission allows the user to view and download only. A third permission co...
Guest almost 2 years ago in PS Web App & Platform / File Library 0

Make Navigation and Display in Transmittals the same as Submittals

Currently the Transmittal module is the only one that has a "Send" button which is odd and causes a lot of confusion. When you click the "Send Transmittal" button the History tab doesn't track that it got sent either so you don't know it is was se...
Jeff Miller over 1 year ago in PS Web App & Platform / Document Control 0

Ability to copy complete Daily Report

The ability to copy information from a previous Daily Report to a new Daily Report is extremely limited. Should be able to copy a complete previous report including Labor, Equipment, Notes and Custom Fields from Additional Info tab. Would save a t...
Bill Fadok over 1 year ago in PS Web App & Platform / Daily Reports 0