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.

ADD A NEW IDEA

Custom Fields

Showing 18 of 1982

Set Default Views at Portfolio Level

It would be beneficial to be able to adjust the default view portfolio-wide, especially on RFI list view, as a starting point for users. This would promote better efficiency from the onset and allow the list view to function as a dashboard.
Guest about 5 years ago in PS Web App & Platform / Custom Fields 1 Future consideration

Custom Fields in the Short Form

Can we get custom fields into short form instead of the custom field tab/required field when creating new record? If there's a field we need to be required, we'd prefer it appear for our users on the short form and not have to open the full form t...
Guest almost 5 years ago in PS Web App & Platform / Custom Fields 0 Future consideration

Adding N/A Button for Date Fields

Currently in the software when using date fields there is no way to report if a date is not needed in a module. Often times we run into situations where something that is required on some projects is not required on others and or required for some...
Guest almost 4 years ago in PS Web App & Platform / Custom Fields 0 Future consideration

Ability to Create Custom Forms

There are numerous forms companies have that do not fall under any of the current forms. I would like the ability to take UDF's further and create simple forms to cover these. Some examples include: theft reports, injury reports, warranty requests...
Byron Grimm almost 5 years ago in PS Web App & Platform / Custom Fields 2 Future consideration

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 almost 5 years ago in PS Web App & Platform / Custom Fields 0 Future consideration

Custom Fields Tab should have the ability to insert section titles

When modules need several custom fields, it would be helpful to have them organized with headers. I suggest that you add a "Title" Type to the Custom Field that would just format the Lable to look like other subheaders (Blue and Larger Font Size).
Guest over 3 years ago in PS Web App & Platform / Custom Fields 0

Multi-Select Custom Fields

Currently, there is not a multi-select option for data fields (custom or not). Having a multi-select field would be useful. A submittal could deal with two disciplines. Currently you can only have one in ProjectSight. This make tracking with repor...
Guest over 4 years ago in PS Web App & Platform / Custom Fields 0

Include the ability to add Custom fields to all tabs.

When adding custom fields a limited number of tab choices are available. it would be nice to be able to add custom fields to any form tab.
Trimble ProX Team almost 5 years ago in PS Web App & Platform / Custom Fields 0

Custom Tables

Enhancement description: I would like the ability to create custom tables using the custom fields function. What are we trying to accomplish? We need to be able to add related custom fields to a custom table for tracking information that ProjectSi...
Brendan Radich almost 4 years ago in PS Web App & Platform / Custom Fields 1

Add PCO Description to the Custom Budget Transaction Report

It will show the description of the PCO that was used in the budget change
Guest over 1 year ago in PS Web App & Platform / Custom Fields 0