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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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User Friendly Purchase Orders

It would be great for Purchase Orders to be more user friendly. Tab or arrow through fields rather than having a split between using tab ket and using mouse.
Don Glaicar 2 months ago in PS Web App & Platform / Budget & Cost Management 0

Project Role Default

It would be nice to set a default project role in the company setting so we don't have to set them up on every job. All of our people always have the same role. Not everyone is on every job so we can't use the template.
Nancy Burriss 2 months ago in PS Web App & Platform / Companies & Contacts 0

Daily Report - Labor - Locations Report

It would be extremely helpful if a filter option was available like there is date OR a new report created that sorts / groups by the location selected - similar to the reports that group by company and crews. There is currently no way to view dail...
Jessica Ream 2 months ago in PS Web App & Platform / Daily Reports 0

TC1: Vista Record File Attachments to ProjectSight

Whenever possible, attachments in Vista, such as invoices, should be copied to the corresponding record in ProjectSight. It would be ideal if our project managers could look at their budget in ProjectSight, and whenever they had a question about c...
Brendan Radich 2 months ago in PS Web App & Platform / Integrations 0

TC1: Vista to ProjectSight Budget Lookups

When integrating Vista jobs to ProjectSight through AppXchange, the descriptions for Budget Lookups are not brought over. This creates extra unnecessary work that should be done by the integration. Instead of just copying the code for each lookup ...
Brendan Radich 2 months ago in PS Web App & Platform / Integrations 0

Notification Settings

Add the ability to notify users on a basis other than daily or once. It would nice to be able to send notifications every week or every two days for instance. Daily is too often and once is not enough.
Tim Long 9 months ago in PS Web App & Platform / Document Control 0

Retrieve Deleted Records

With the trashcan button located next to all of the other buttons in the top right, it is easy to accidentally click it. Then even though it prompts you, if you click ok the record is gone forever. It can be disheartening to tell my users they nee...
Byron Grimm over 5 years ago in PS Web App & Platform / Record Management 5 Likely to implement

Overdue Item

The Dashboard allows you to include widgets that indicate items that are over due. It would be helpful to be able to run a report from that widget to show all overdue items.
Guest over 2 years ago in PS Web App & Platform / Reports 0

Email a form once filled out

It would be nice to be able to email a fillable form from the file library directly from the form itself once it's filled out.
Jack Bowen 11 months ago in PS Web App & Platform / File Library 1

Ability to store multiple pdf or jpeg custom stamps in the submittal markup tool, similar to Bluebeam

This tool is necessary to avoid having to export and re-upload submittals in order to attach a custom stamp. In the "custom stamp" tool there should be an option to simply upload a pre-existing file.
Guest 11 months ago in PS Web App & Platform / Document Control 0