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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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Generate Filter Options from existing values

When using the filter options in various forms, particularly when filtering by company or contact, PS presents all possible values for selection. It would make much more sense to generate the filter value list from the existing values contained in...
Michael Handlmaier over 3 years ago in PS Web App & Platform / Search 0 Future consideration

Add Documents for Review to Submittal Packages

Enhancement description: Allow us to add the documents for review at the Submittal Package level instead of on individual items. What are we trying to accomplish?It is convenient to keep submittal items together in a single package for the review ...
Brendan Radich over 4 years ago in PS Web App & Platform / Document Control 0

Projects Dropdown

The Project Name that is shown when you are on the dashboard or in various record screens should be a dropdown. This would allow users to quickly move between projects, without having to go back to the Portfolio dashboard.
Brendan Radich over 3 years ago in PS Web App & Platform / Navigation / UI 1

Meeting Minutes have section for current minutes and section for prior week's minutes

Helpful for review. Would be really cool if it was automated!
Jeff Nardoni 12 months ago in PS Web App & Platform / Document Control 0

Allow Customers to Create Custom XSDs

Within Vista, we have the ability to create our own SQL Joins and Stored Procedures so I can get any data for any report in any format I need. Within ProjectSight it's extremely limited. As a customer, we should be able to create these datasets as...
Mercedes Green over 1 year ago in PS Web App & Platform / Reports 0

Please separate Create Users and Create Companies from requiring project and portfolio access

We do not want to give Project Settings and Portfolio Settings to our users but in order to add new users to a project, we have to give the Project Settings. If we want users to be able to import new users, we have to give them Portfolio Settings....
Mercedes Green 10 months ago in PS Web App & Platform / Security Roles 0

Different levels of user access

Please create different levels of access to the file library. No access, read-only, or full access is not sufficient. We have a need for a level inbetween read-only and full access. As a large GC we have many levels of users and this change would ...
Amanda Luna 5 months ago in PS Web App & Platform / File Library 0

Provide Summary Dashboard of Projects Across a Portfolio

For our executive team, it would be useful to have a single dashboard that would provide a summarized view of multiple active projects across a common portfolio.
Guest over 2 years ago in PS Web App & Platform / Project Home Page 1

Add Default Role to Courtesy Copies

Ability to add a default User/Role to Courtesy Copies in addition to Assignment. Owners Reps often want to be copied on all RFIs, being able to set this in the workflow when assigning the default assignee would be beneficial.
Ricci Stevens almost 5 years ago in PS Web App & Platform / Workflow 2

Auto-distribute reports to other team members

Record reports currently can only be auto-generated and sent to the Author. Sharing certain reports with the whole team can be essential for meetings/collaborations amongst other members. It would be more efficient if the program could be set up t...
Guest 10 months ago in PS Web App & Platform / Reports 0