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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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Attaching files to company records

Enhancement description: ProjectSight - Ability to Attach files to company records What is the customer trying to accomplish? It would be good to store & view files that are company-level on the company record itself. How is the lack of functi...
Guest over 5 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

Allow multi-page drawing PDFs in drawing sets

Enhancement description: Ability to upload multi-page PDF (Specifications) in drawing sets What is the customer trying to accomplish? Client wants to upload a multi-page PDF file in drawing sets without getting split How is the lack of functionali...
Guest over 5 years ago in PS Web App & Platform / Drawings 0 Future consideration

Ability to change record numbers after they have been saved

Ability to change record numbers after they have been saved. I assume the record ID is the primary key, so I'm not sure why the number can't be changed.
Guest over 5 years ago in PS Web App & Platform / Forms 0 Future consideration

Security Roles - Deleting when Field Settings are Read Only

In ProjectSight, in Security Roles when you turn on a record setting for a security group to create new records and then navigate to the Field Settings to limit what they can either view, edit or hide. If you change a field to read only that is in...
Jessica Ream 11 months ago in PS Web App & Platform / Security Roles 0

Ability to Create Multiple Daily Reports for a Single Date

Currently, you can only create one daily report per day. Many projects include multiple buildings, phases, etc. each with different superintendents and subcontractors. These projects need to keep their daily reports separated for multiple reasons....
Byron Grimm about 5 years ago in PS Web App & Platform / Daily Reports 0

Drawings with the same number should supersede each other, regardless of Group designation. Also, I should be able to change the "Group" of a drawing after it is published.

I am having to delete and reupload a number of sets because the "IFC" Group set will not supersede the "Permit" Group sets.
Brennan O'Brien 12 months ago in PS Web App & Platform / Drawings 0

Need ability to restrict workflow status at project level

Currently, anyone can update a project to "Closed" but need ability to restrict this to Admins, similar to how other workflows allow restrictions.
Guest 12 months ago in PS Web App & Platform / Workflow 0

Add ability to view / filter Submittals with individual Assignments & due dates under each submittal in all records view.

Client, wants to be able to view the folks assigned along with the due dates on the All submittals view. Currently those fields are not available in the field pick list and not an option to filter beyond the states. It would be most helpful to jus...
William Atchison almost 4 years ago in PS Web App & Platform / Views 0

Could we change the Cost Period Current Period setting to fall over the current date? Please

Clients in support typically ask about this. They do not want to have to keep going to set the Current Cost Period in the Settings and to make matters worse we force them to set it per project (Existing idea for Portfolio setting current period: h...
William Atchison over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Ad-Hoc to Excel Limitation

Ad-Hoc reporting to excel has a limitation in that only current project data can be included when printing to excel, allow the user the ability to print all projects data similar to printing to PDF.
Nick Weilemann almost 2 years ago in PS Web App & Platform / Reports 0