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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 2134

Remove the system requirement to add text to the Submittal Description Field

When adding a new Submittal item, the "Subject" field and the "Description" are redundant, yet both system-required fields (Description is not technically a field in the field attributes area to even try turning it off, and Subject is there but ca...
Guest about 5 years ago in PS Web App & Platform / Document Control 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

Allow Export/Import at Project Level

Allow import and export at the project level. If there is a change in information to anything at the project level, user has to go into each and every project to make the same change. Allowing user to export all project information to excel and ma...
Katy Rodina over 1 year ago in PS Web App & Platform / Project Home Page / Dashboard 0

Pinned/Favorite Records & Recent Docs Dashboard Widgets

Pinned/Favorite Records Widget I think it would be useful to have dashboard widgets for pinned/favorite records. Each record (in every module) could have a pin or favorite button that would control its visibility in the widget. This widget would g...
Brendan Radich over 3 years ago in PS Web App & Platform / Navigation / UI 0

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 10 months ago in PS Web App & Platform / Security Roles 0

Data link for the various modules. Or automated excel spread sheet exports from the modules.

This will assist in more focused PowerBi dashboard to be created and updated from Projectsight without needing to daily export the spreadsheets from RFI's, Submittals, etc.
Guest over 4 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Report Runtime Filters

It would be beneficial to have the ability to have runtime filters built into the crystal reports, be recognized within the ProjectSight envirnoment, and have the ability to filter based on Null values.
Ricci Stevens about 3 years ago in PS Web App & Platform / Reports 0

History Report

You can view the history of any record within ProjectSight but there is no way to run a report with this information. We need a way to pull this information into a printable format.
Ricci Stevens over 2 years ago in PS Web App & Platform / Reports 0

Lost Day Tracking

We need the ability to filter the Daily Reports by Project Lost Productivity. The field exists on the form but there is no way to filter based on this field. Having it as a Widget and a separate Report would also be helpful!
Ricci Stevens about 3 years ago in PS Web App & Platform / Daily Reports 0

Ability to lock submittals using the closed toggle switch

We want to lock submittals once they are closed using the closed toggle switch in addition to the current method, which uses the workflow status. Typically, the status locks a submittal but we have turned that off, due to other internal people nee...
Brady Poppelreiter almost 4 years ago in PS Web App & Platform / Document Control 0