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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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Marry Existing Portfolio Settings

ProjectSight gives the ability to duplicate a portfolio from a template to copy settings but does not give the user to mass edit settings within a portfolio that is currently underway. This would be useful for larger projects that have a dynamic l...
Nick Weilemann 10 months ago in PS Web App & Platform / Settings & Administration 0

Copy email addresses

As currently designed, it is not possible to highlight and copy, or right click and copy, email addresses from ProjectSight to paste into web email apps or other documents. The link copied when using a right click is not a conformed email address....
Jeremy Sibert 10 months ago in PS Web App & Platform / Companies & Contacts 0

Preloading Records into Specification Set Module or Copy Records via Create From Project Template

Is it Possible to Preload Specification Sets with each new Project Created? We have 32 Preamble Specifications (multipage PDF Files) that are included with each project created. These Preamble Specifications currently have to be individually uploa...
Ricci Stevens over 2 years ago in PS Web App & Platform / File Library 1

Ability to use Project Templates to copy all data to a new project

Ability to use Project Templates to copy all data to a new project. This will make it easier to set up new projects using the template project.
Guest almost 2 years ago in PS Web App & Platform / Portfolios 0

Include Linked Records in Report Downloads by using the Default Single Record Report for any Linked Record Types

Enhancement description: Use the default single record report to include any linked records when viewing, downloading, or printing the current record. What are we trying to accomplish? Easily download a record and all linked records into a single ...
Brendan Radich about 4 years ago in PS Web App & Platform / Reports 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 about 1 year ago in PS Web App & Platform / Document Control 0

Add the option to hide closed action items linked to meeting minutes topic when viewed in meeting minutes

Add an option to hide or filter action items in the meeting minutes Topics based on the action item status without deleting the actual action item record. The user wants to add this option since they add many action items under each Topic and it w...
Mohannad Yousef almost 2 years ago in PS Web App & Platform / Document Control 0

Create a Project from the Template project by default

Can we add a feature so you can default the template project to be preselected in the create project screen, I have attached a screenshot for reference.
Henrick Malpica over 1 year ago in PS Web App & Platform / Project Home Page 0

Allow the "Location" search tab in DRAWINGS to have multiple designations.

The User should be able to set multiple "Location" designations to a drawing. The User can then search a group of drawings based on his determined area. This could work great for Riser diagrams, mechanical system, waterproofing/roofing details, et...
Guest about 4 years ago in PS Web App & Platform / Drawings 0 Future consideration

Submittal Manager Integration

Integrate Submittal Manager with PS - 2 way integration so project information from PS can be sent to Submittal Manager and submittals can be automatically sent from Submittal Manager to PS
Brendan Myers 7 months ago in PS Web App & Platform / Integrations 0