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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.

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Status Future consideration
Created by Guest
Created on Mar 22, 2019

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 functionality affecting their business?

There might be non-project-specific documents it would help to attach to the company record on the portfolio level.

Suggested implementation:

Add a column or files section to the Company record. Where a file uploaded and or linked.

  • Attach files