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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 2227

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 about 2 years ago in PS Web App & Platform / Reports 1

Create a help page that lists fields available in the Crystal Reports XSD files

Create a description of the XSD files available and add it to the Projectsight help. The idea here is to provide a reference source to users creating custom Crystal Reports that explains what fields are available in the XSD files.
Michael Worthington over 1 year ago in PS Web App & Platform / Reports 1

Support for Basic Text Formatting (Ex: Rich Text / Markdown / BBCode)

Since many of the modules (ex: RFI and Submittals) utilize the Comment system, allow for users typing into the Descriptions and Comment fields to be ale to format their text similarly to the way we are able to format our text in the Meeting Minute...
Guest over 3 years ago in PS Web App & Platform / Comments 0

Further languages

Other languages should be available such as German, Czech, Slovenian, Croatian, Italian
Guest 10 months ago in PS Web App & Platform / Settings & Administration 0

Record Lock Settings

Workflow unlock feature only affects records as they are moving into that state, not records already in that state. This means that any records created using the portfolio settings will continue to be locked. All new records created after workflow...
Michael Handlmaier almost 3 years ago in PS Web App & Platform / Workflow 0

Allow carried forward Meeting Minute topic user define topic numbers to save in new meeting.

Currently if you have renumbered topics in your meeting, and you wish to carry forward those renumbered into the next meeting they will just revert to the default number. This request is to allow for the carried forward numbers to stay in the new ...
William Atchison over 3 years ago in PS Web App & Platform / Document Control 1

Client branding in ProjectSight

Client Branding - Should be able to brand the system and show client logo on all screens, Client requesting to see their name on the screen top left, Trimble top right
Guest over 5 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

ProjectSight Cost Control Reports - Add Contact Information

Contracts and SCOs do not pull in subcontractor addresses & phone numbers, or GC, owner & architect business names into the reports. This makes sending out these items unnecessarily time-consuming. It means that instead of hitting print an...
Rochelle Wintz over 5 years ago in PS Web App & Platform / Budget & Cost Management / Reports 0 Future consideration

Company Deletion

Need safety protocol in place that companies and contacts cannot be deleted if they are linked to a record within the portfolio. If a user accidentally deletes a company that is linked to a Contract or Purchase Order, contract invoices and general...
Ricci Stevens almost 3 years ago in PS Web App & Platform / Companies & Contacts 0

Add User from Project Team page

Ability to add users directly from the Project Team page rather than via Portfolio/Project Settings.
Guest over 2 years ago in PS Web App & Platform / Project Directory 0