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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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Wrap Column Headers in All Record List Views

The headers for columns in every record list view should wrap. Since they don't currently wrap, you have to make them extra wide and it creates a lot of wasted space.
Brendan Radich almost 4 years ago in PS Web App & Platform / Navigation / UI 0

Delete Associated Annotations and File Library Items when you Delete a Record

Currently when a user deletes a RFI (for example) if there are any annotations linked in the Drawings module those annotations are not deleted, instead they remain as remnant annotations without a link. Similarly if the records contained attachmen...
Guest over 4 years ago in PS Web App & Platform / File Library 0

Add tab to Budget for History Tracking

Add tab for History to the budget module to allow user to see changes made to the budget specific columns overall without having to click into each code.
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add Sum Line to the bottom of CI/GI/Contract Amount/Contract Clarifications /PCO

Add a sum line to the bottom of each form view that has anything to do with dollar value or quantities so it totals. Modules like the CI where you are entering information in one column but want to see the total of the other calculated columns as ...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add column for Current Retention in the Contract Invoice

Contract Invoices currently only show total retention for all invoices. It would be helpful to have a column showing just the retention value for the current invoice to be able to pull/report on.
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

ProjectSight emails hitting junk/spam - reformat header

Client request: All emails that are sent by ProjectSight end up in Junk/Spam filters, whether it's an invite, or notifications of assignment for a task etc. Can the email header be reformatted so I don't have to tell every company and person I inv...
Guest over 5 years ago in PS Web App & Platform / Notifications 0 Future consideration

Add 'From' and 'To' company addresses on the Application for Payment reports. Currently only the Company names appear.

Open a project and navigate to "Budget and Cost Management-Application For Payment"Open an application for payment and Print a report. Note that the addresses for the 'To' and 'From' companies do not appear on the report. Client would also like th...
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Add Default "View-Only" Security Role

Client requests "a typical "view only" user role if we want to share reports, but not allow any changes.". Note that this can already be accomplished by manually creating a new Role with read-only permissions to all areas of ProjectSight. We can c...
Guest over 5 years ago in PS Web App & Platform / Security Roles 0 Future consideration

Unlock Contract Invoice Category

Extension off of shipped idea: https://projectsight.ideas.aha.io/ideas/PSW-I-2880 Please also apply this to contract invoices! The category is locked when invoices are stacked with the only option to change them being to delete everything and rekey.
Nick Weilemann over 1 year ago in PS Web App & Platform / Document Control 0

Exported Budget Screen should include Forecast Cost and Over/Under formulas

Since the Forecast To Complete, dates and allocation types are editable when exporting the budget, I assume it's used so we can enter our forecasts. When we start entering the forecast to complete costs, it should mimic in the spreadsheet as it do...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0