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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 2279 of 2279

Alias ID - Visibility

With TC1 integration, companies push from the ERP system to ProjectSight populating the Alias ID with the Vendor number. However, there is no way to filter/view if a company has been synced with ERP or generated within ProjectSight. Can this field...
Ricci Stevens over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Drawings - Private Annotations with Attachments

On the Drawings, when an individual makes a private annotation and attaches a file that file appears for "all users" in the linked files. If an annotation is noted as private, other users should not be able to see the annotation OR any attachment ...
Jessica Ream 10 months ago in PS Web App & Platform / Drawings 0

Add PCO Items drilldown button to security roles so it can be hidden

On CORs and PCCOs we hide ALL of the PCO details and amounts since we do not want the owner to see the budget costs. We have a custom field for Revenue and print that on the report so showing them the cost shows our profits. We don't allow the Own...
Mercedes Green 10 months ago in PS Web App & Platform / Security Roles 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

FedRAMP Authorization

We are starting to see more projects require CMMC compliance. PS and Trimble connect are not FedRAMP authorized. Please work on this requirement.
Nancy Burriss 10 months ago in PS Web App & Platform / File Library 0

Bid Proposal Tracking

Add invitation to bid feature, break it out by division/type of construction. The need to request for proposals exclusively separate from estimation similar to what was available in prolog. This tool for contractors is effective to monitor proposa...
Nick Weilemann over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Please remove big red banner warning user about their workflow limitations

When we restrict roles to workflow states, MOST especially owners, making it so obvious to them that their access is restricted to commenting with a big red banner stating "Your access to this record is limited to commenting only due to workflow p...
Mercedes Green 11 months ago in PS Web App & Platform / Budget & Cost Management 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 about 3 years ago in PS Web App & Platform / Workflow 0

Bounced email notification to sender

If a ProjectSight email/notification has bounced, then the sender would get automatically notified.
Guest over 3 years ago in PS Web App & Platform / Notifications 0

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 about 3 years ago in PS Web App & Platform / Companies & Contacts 0