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Meetings

I have used Procore the past 7 years and in Procore's Meeting Section, you create a Meeting Agenda and then convert that Agenda to Meeting Minutes. In ProjectSight, you are unable to do this
Vickie Dynes over 1 year ago in PS Web App & Platform / Record Management 1

Punch Item: + Button Permissions

Issue: On the Punch Item module, subcontractors & other collaborators are using the + button at the top of the form to add photos of the resolved issue, rather than using the Comments > Attachment option. It makes sense that this happens, b...
Brendan Radich almost 2 years ago in PS Mobile Apps / Punch 0

Company Contract History Should Auto Populate

It is important to be able to track all contracts connected to a specific subcontractor/company. Currently, this has to be added manually under Contract History in the Companies module. It would be very helpful if the Companies Contract History au...
Kenani over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Summary dash board showing all active projects

Have the ability to to see the status of all my projects on one page. Pro core has this option. You don't have to click into every project to see whats happening
Norm Braun over 1 year ago in PS Web App & Platform / Performance 0

Drawings - Option to not bring forward completed record annotations to new revisions

Have the option to not bring forward a record annotation that is completed on a new version of a drawing, to avoid the confusion or clutter from closed out RFIs or annotations.
Hunter Dickerson over 2 years ago in PS Web App & Platform / Drawings 1

Allow Multiple reviewers to "log as answer" in RFI or Submittals

Enhancement description: Allow Multiple reviewers to "log as answer" in RFI or Submittals What is the customer trying to accomplish? If we assign an RFI or Submittal to multiple reviewers, the system should allow both individuals to "log as answer...
Guest about 7 years ago in PS Web App & Platform / Document Control 0 Future consideration

Change Notification Email to User Name

Ability to change email notifications from "ProjectSight@" to "UserName@projectsight.com". This will allow recipients to recognize emails as action items vs junk.
Courtney Foster 11 months ago in PS Web App & Platform / Notifications 0

Improve Assignment Flow on RFIs & Submittals

The project manager should be able to assign an RFI or submittal to the architect and then set it so that there is an automated workflow process that sends each person assigned an assignment message when it's their turn to complete something. For ...
Brennan O'Brien over 2 years ago in PS Web App & Platform / Document Control 1

Add Drawings Sets to Project Export options

Support has heard from multiple clients that they would like to be able to download drawings based on Drawing Sets. Currently the option in Project Export is to download all drawings. Downloading from the Drawing Set module will often time out if ...
Tonya Overstreet over 1 year ago in PS Web App & Platform / Drawings 2

File Management keeps Uploaded file to record even though it is deleted from the record.

This causes a separate problem for record notifications. If for example a user keeps a RFI notification and uses it to access a file that has been removed from the previous RFI record. The file will still come up from the URL link in the email not...
William Atchison about 1 year ago in PS Web App & Platform / File Library 0