Skip to Main Content
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.

ADD A NEW IDEA

All ideas

Showing 2135

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

Prompt/Allow User to Complete Profile Setup on Mobile

It's pretty common for field users working for us or for subcontractors to only use a tablet or phone, and ProjectSight Mobile. For these users, our invitation is often the first time they're using ProjectSight, and if they haven't completed their...
Brendan Radich over 1 year ago in PS Mobile Apps / User Experience 0 Future consideration

Better Handling of Overlapping Markups

Maybe the RFI # annotations are hidden until the user taps on an area with multiple clouds and then, after tapping once, it does the following, depending on the device: 1. Web: It presents a list of RFI number. The user could then click on each on...
Brendan Radich over 3 years ago in PS Mobile Apps / User Experience 0 Likely to implement

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 about 1 year ago in PS Web App & Platform / Document Control 0

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

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

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

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

Create a Checklist template through the ProjectSight API

Quality controllers we work with prescribe checklists in their own checking tool. We want to perform our QA/QC rounds with ProjectSight, so we want to sync these checklists to ProjectSight. But there is no API endpoint for this. Please consider pr...
Patrick Schemkes about 1 year ago in PS Web App & Platform / API 1

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