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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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Ability to pull in checklist templates from sample project for use in new projects or project templates

It would be nice to have these to start from in future projects, and as other ideas have noted, the ability to change them on portfolio and project levels. Maybe there could be an optional record setting turning them on, or in the least, some info...
Guest over 2 years ago in PS Web App & Platform / Field Management 0

File Attachments Name Header - Yes/No Option

When a document is uploaded to the record in submittals and rfi's for example, a file name label is created and placed at the top of each sheet of that attachment. Sometimes the file label overlaps onto information that the user wants to be shown ...
Guest over 4 years ago in PS Web App & Platform / Links 0 Future consideration

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

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

Export Button On RFIs And Submittals

Add an export option in the drop down after the rfi or submittal has been created to make it easier to get it into another program for further modification.
Guest 4 months ago in PS Web App & Platform / Document Control 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

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

Prime Contract Change Order forms should list all linked COR/PCO's with total and include signature lines for GC, Architect and Owner

No description provided
Guest over 5 years ago in PS Web App & Platform / Forms 0 Future consideration