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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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Ability to change the default for the Include As in Emailed Reports

In ProjectSight when you select a report to email and there are files attached it currently defaults to include AS – LINK. You have the option to use the drop down and change from LINK to ATTACHMENT or EMBED IN REPORT. Would like the ability to be...
Jessica Ream over 2 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Ad-Hoc Reporting Scheduling

After creating a custom view / ad-hoc report there is no way to schedule that report for someone of a different permission. You can currently share the view yes but the addition of also being able to share the scheduled reports also allows for rol...
Nick Weilemann about 2 years ago in PS Web App & Platform 0

Record number reformatting does not add preceding zeros on all numbered records.

Currently Automatic formatting of the numbers can only be applied to those records that were created with auto-numbering turned on. This means any record numbering created with manual entry will not receive any preceding zeros. This is when a clie...
William Atchison about 1 year ago in PS Web App & Platform / Settings & Administration 0

Allow document comments with no text to be promoted and to alert the assignees and CCed users that a comment has been added.

Currently, if a user uploads a file to an RFI or Submittal as a response but they do not include any additional text within the comment, this "comment" will not send a notification to any assignees or CCed users, it also does not allow for the "pr...
Guest almost 2 years ago in PS Web App & Platform / Document Control 1

Notifications based on Security Roles

Users would like to have the ability to control notifications based on security roles. Example: Accountants/Cost Control do not need notifications from Drawings & Specifications but the only options are those linked to a project or everyone.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Notifications 0

Add folders copy option.

Hello, good morning, I'm Fernanda Arriaga from Mexico. I'm a quality resident in one industrial construction, I am in charge of reviewing and storing all the information collected from each specialty, and everyone is asked for 14 points and each o...
Guest about 1 year ago in PS Web App & Platform / Document Control 0

In the daily report, the custom fields will not print on report.

You can add rich details to your project daily reports, but you cannot download or print the reports with the information from the additional tab.
daniel harrell about 1 year ago in PS Web App & Platform / Field Management 0

Add more permissions-controlled section in daily: Safety/Quality, Schedule, & Work Complete(labor).

Would like to have two more fields added that have limited access to record the events of the day. (It be nice if they were searchable also.) In addition to the labor field, it would be helpful to have, at least a schedule field for updates and a ...
Guest about 1 year ago in PS Web App & Platform / Daily Reports 0

Add measurement possibilities in the new PDF viewer

Since March 2023 the new PDF viewer is built in into ProjectSight. Please add measurement possibilities in this viewer
Patrick Schemkes over 1 year ago in PS Web App & Platform / File Library 0

Please Add more Fields to the ERP Vista AP and AR Customer integrations

Each Customer and Vendor added into ProjectSight from Vista are left with a blank company type. Would be a very simply modification to tag each AP Vendor as Vendor Type and AR Customer as Customer type. As of now, I have to export all the blanks, ...
Mercedes Green about 1 year ago in PS Web App & Platform / Companies & Contacts 1