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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 2125

History Filter & Search Options

The history of a record can become really cumbersome to scroll through. It would be great if you could filter the history by specific actions. For example, POs tend to have a long history that includes all of the actions within that record as well...
Hunter Dickerson about 2 years ago in PS Web App & Platform / Forms 1

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

Add Signature Field

Some forms ultimately need to be printed out and signed. It would save time if we could add a signature field directly in Projectsight rather than link to DocuSign, Bluebeam, print/scan, or some other work around.
Byron Grimm over 5 years ago in PS Web App & Platform / Custom Fields 0 Future consideration

Restore the Import/Export Icon to the up/down arrows

The Import/Export icon has been updated to now be the exact same icon as the Download files linked to selected records icon. This is confusing and will require us to update all of our user manuals that utilize the import/export function. Can the o...
Katy Rodina 5 months ago in PS Web App & Platform / Import/Export 0

Include attachments from Comments in email notifications

We would like to see an option to include any attachments added via comments to as attachments to the email notification for those comments.
Brendan Radich over 3 years ago in PS Web App & Platform / Comments 0

minutes should print all action items

When attempting to print the meeting minutes, it does not print any of the action items. Yes it is an option on the pull down screen to print them, however it does not work. In fact all the options for printing meeting minutes do not print anythin...
Jonathan Elder about 3 years ago in PS Web App & Platform / Document Control 0

My Projects Filter

Add filters to My Projects on mobile to allow me to save a customized filtered view of my projects and open to my custom default view. Examples: * Filter by Download Status* Filter by Project Status, Type of Building, Type of Construction, etc.
Brendan Radich about 3 years ago in PS Mobile Apps / User Experience 0 Future consideration

Records started in a drawing should inherit the location of the drawing

If you start a record while in a drawing, such as a punch list item, the record should have its location pre-filled to match the drawing location. This would eliminate the extra step of entering the location again.
David Huse over 1 year ago in PS Web App & Platform / Drawings / Record Management 0

Tie Change Orders to Executed Date

When a contract invoice record is no longer the last in the sequence for a contract, the cost period is locked. Any unapproved Subcontract Change Orders with a create date that falls within or prior to the now “locked” cost period, cannot be modif...
Nick Weilemann over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Ability to print to Excel - Checklist Ad-Hoc Templates

Ability to print or export to Excel
Melissa Moore about 3 years ago in PS Web App & Platform / Field Management 0