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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 about 7 years ago in PS Web App & Platform / Reports 0 Future consideration

File Library Security not in sync with security roles

Currently the file library does not honor security settings from the users security roles. We have a security role for outside consultants that does not allow access to Budget and Cost Management. The same security role allows access to the file l...
Michael Handlmaier almost 6 years ago in PS Web App & Platform / Security Roles 0

Safety General

A dedicated tab for all things related to safety documentation.
Guest 6 months ago in PS Web App & Platform / Field Management 2

Tie Application for Payment to JB Billing in Vista

Our Project Management team does the JB Billing in Vista and if our goal is to get them out of Vista and just using ProjectSight then we need to have the Application for Payments tie back into Vista for the JB Billing to the Owner.
Shelly Klarner 4 months ago in PS Web App & Platform / Budget & Cost Management 1

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 almost 7 years ago in PS Web App & Platform / Custom Fields 1 Future consideration

File Library-ability to copy folders and files to other projects

The ability to copy folders and/or files to multiple projects within the portfolio would significantly reduce the time to push new folders and files to all projects.
Tanner Meek almost 2 years ago in PS Web App & Platform / File Library 0

Allow security roles to be updated in the reports section of Projectsight

Currently security roles can be adjusted in bulk when a new report is created. However, they can only be modified for existing reports through each security role configuration which is tedious. Request is to include the security role button on exi...
Daniel Maurer 11 months ago in PS Web App & Platform / Security Roles 0

Ability to delete or edit a comment in RFIs.

in case of typo or mistakes sent.
Teresa Hiller almost 2 years ago in PS Web App & Platform / Document Control 1

Outlook Plugin

We're interested in an Outlook plugin that would allow us to copy emails from Outlook into specific records in ProjectSight.
Brendan Radich about 3 years ago in PS Web App & Platform / Integrations 0

Add AI Financials that will be available to Vista customers

Since we have migrated our financials to ProjectSight, Vista is not always current. It will not include unapproved costs, projections and more so having the JC AI Agents in Vista, will lead to incorrect data. It would be helpful for customers like...
Mercedes Green 4 months ago in PS Web App & Platform / Budget & Cost Management 0