Skip to Main Content
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.

Categories Reports
Created by Brendan Radich
Created on Mar 16, 2021

Email Record without a default Report, only include linked files

Sometimes, it is useful to email a record and not include a report, but to only include a selection of linked files.

For example, we have a policy that all Subcontract Change Orders paid from our contingency allowance are initialed by the project estimator. As it is today, there is no way for us to email only the initialed version of an SCO from ProjectSight, since it forces you to include one of the built-in reports.

This forces us to email those SCOs from Outlook instead, and since there is no way to cc a record from an outside email application, there is no quick/easy way to record that conversation inside of ProjectSight.

  • Attach files