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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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Showing 2219

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 over 1 year ago in PS Web App & Platform / Settings & Administration 0

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 "Create SCO" button to Approved PCO Line Items

Enhancement description: Add a button to each PCO line item on a PCO to "Create SCO", once the PCO is approved. What are we trying to accomplish? Save time by quickly creating and sending a new SCO directly from the approved PCO. How is the lack o...
Brendan Radich over 4 years ago in PS Web App & Platform / Budget & Cost Management 1 Future consideration

Contract/SCO XSD Request

We need an XSD file that shows the Schedule of Values fields for a Contract and all Change Orders. (Item Number, Budget Code, Value, Contract Number, SCO Number, Invoiced Amount). Similar to what is found in the Contract Invoice Items but availabl...
Ricci Stevens almost 2 years ago in PS Web App & Platform / Reports 1 Planned

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 over 1 year ago in PS Web App & Platform / Field Management 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 over 1 year ago in PS Web App & Platform / Companies & Contacts 1

Need Responsible Company in Notices to Comply

Need the ability to run metrics on Notices by subcontractor. If a responsible company field (similar to what is in meeting items) can be added to Notices form then sorting and reporting would be much more user friendly.
Benjamin Crosby almost 5 years ago in PS Web App & Platform / Notices to Comply 0

Daily Reports - Sort Budget Codes by Code instead of Description

Currently when you link a budget code on a labor entry, it sorts the codes alphabetically instead of numerically by the code. This should be sorted numerically.
Hunter Dickerson 9 months ago in PS Mobile Apps / Daily Reports 0 Future consideration

User Home Page/Dashboard

Setup an initial user interface Home Page/Dashboard where they can see all their assignments across multiple projects. Provide with a project column. Give the ability to view, sort and group per project, due date, etc.
Keith Wyble 9 months ago in PS Web App & Platform / Project Home Page / Dashboard 1

Option to share draft with My Company

Currently records with Draft workflow status are only visible to author. Please add an option to allow visibility to all project members with My Company. Otherwise users may not be aware that a record was already drafted and potentially duplicate ...
Michael Handlmaier almost 5 years ago in PS Web App & Platform / Security Roles 2