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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 2297

Change reports to show addresses

Projectsight reports needs to show To/From Company addresses and Project addresses. Users would also like the ability to add the architects company name and address as it appears in the company details tab of the Project properties. Currently, rep...
Guest almost 6 years ago in PS Web App & Platform / Reports 1 Future consideration

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 almost 6 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

Add Material Inventory

Enhancement description: Add a Material Inventory form to Projectsight with similar functionality to Prolog Material Inventory records What are we trying to accomplish? Be able to track inventory and migrate off of Prolog, where the feature exists...
Guest almost 6 years ago in PS Web App & Platform / Field Management 0 Future consideration

Punch Search

Users need the ability to have the search the entire record rather than just the header information.
Ricci Stevens over 3 years ago in PS Mobile Apps / Punch 1 Future consideration

Company In Active Setting

Users would like the capability to make a Company 'Not Active' similar to what you can do with contacts.
Ricci Stevens over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Create a COR from a PCO

In order to link a PCO to COR you have to leave the PCO module and go to the COR module. It would be nice to be in the PCO and be able to directly create a COR instead having to flip through the modules
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Add PCO Description to the Custom Budget Transaction Report

It will show the description of the PCO that was used in the budget change
Guest about 2 years ago in PS Web App & Platform / Custom Fields 0

Have the ability to have multiple disciplines for drawings.

Oftentimes there are drawings from the engineer that pertain to both mechanical pipe and sheet metal, such as detail pages. Sometimes we create composite drawings with multiple trades shown. It would be very helpful to have the ability to tag mult...
Dan Ferris over 2 years ago in PS Web App & Platform / Drawings 0

Submittal numbering- allow manual manipulation to add letters, example @ 3A

Allow manual manipulation of submittal & RFI numbering. Sometimes submittals have several parts that are not all submitted at the same time. It helps with organizing.
Guest over 3 years ago in PS Web App & Platform / Document Control 0 Future consideration

Purchase Order Approval Workflow with Approval Limits

We currently use a web addon to Vista called Financial Controls that uses the PO Workflows setup in Vista. Each project will have a set user with a limit to what they can approve. If the PO is over that limit, it must also be approved by a higher ...
Mercedes Green about 2 years ago in PS Web App & Platform / Budget & Cost Management 0