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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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Custom Fields in the Short Form

Can we get custom fields into short form instead of the custom field tab/required field when creating new record? If there's a field we need to be required, we'd prefer it appear for our users on the short form and not have to open the full form t...
Guest over 5 years ago in PS Web App & Platform / Custom Fields 0 Future consideration

Administrative Reporting

It would be extremely helpful to have the ability to track the history of changes in the Portfolio Settings and to be able to report on this. When there are multiple Portfolio Admins or when you are trying to coordinate settings across multiple Po...
Ricci Stevens almost 3 years ago in PS Web App & Platform / Settings & Administration 0

ProjectSight - Record Linking

It would be helpful if the Links function in the admin settings had more options other than just Create, Delete, Modify and View. There are several situations where you will want individual to be able to create, modify and view links on records su...
Jessica Ream 8 months ago in PS Web App & Platform / Links 0

Expiration Date for Outside Users

Ability to set an expiration date on outside entities access projects (Trades, Design, etc.)
Ricci Stevens almost 5 years ago in PS Web App & Platform / Settings & Administration 0

Default Organizational Vieww

Ability for the Admin to create default/standard views for the organization. This will make it easier to train internal users and ensure employees are all viewing information similarly.
Ricci Stevens almost 5 years ago in PS Web App & Platform / Settings & Administration 0

Insurance Tracking

Need the ability to link/classify insurance based on needs: * Global (all projects)* Project Specific (select projects)* Contract Specific
Ricci Stevens over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Drawings - Private Annotations with Attachments

On the Drawings, when an individual makes a private annotation and attaches a file that file appears for "all users" in the linked files. If an annotation is noted as private, other users should not be able to see the annotation OR any attachment ...
Jessica Ream 8 months ago in PS Web App & Platform / Drawings 0

Add PCO Items drilldown button to security roles so it can be hidden

On CORs and PCCOs we hide ALL of the PCO details and amounts since we do not want the owner to see the budget costs. We have a custom field for Revenue and print that on the report so showing them the cost shows our profits. We don't allow the Own...
Mercedes Green 8 months ago in PS Web App & Platform / Security Roles 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

Batch Edit ALL fields visible in grid

There is no way to batch edit fields beyond the canned fields. Similar to Prolog all fields available in the view grid should be available for batch editing.
Guest almost 5 years ago in PS Web App & Platform / Batch Edit 0