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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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Client's want a way to have Contacts be able to access links to record attachments.

This is a more encompassing request that includes the idea https://projectsight.ideas.aha.io/ideas/PSW-I-3168. Clients have requested in support for the ability of non user contacts to be able to have access to record attachments by clicking the l...
William Atchison about 2 months ago in PS Web App & Platform / Links 1
114 VOTE

When Promoting an ISSUE into an RFI- Carry text and Links across

When an Issue needs to become an RFI we have to link the Issue - but then we have to copy all the data and drawing links etc... It would be better if the ISSUE could be Promoted _ Same Data - Same Attachments - Same History for Everything - it jus...
Benjamin Crosby about 3 years ago in PS Web App & Platform / Document Control / Links 0

ProjectSight - Record Linking

It would be helpful if the Links function in the admin settings had more options other than just Create, Delete, Modify and View. There are several situations where you will want individual to be able to create, modify and view links on records su...
Jessica Ream 15 days ago in PS Web App & Platform / Links 0

Automatically Create Link to Attachments Greater than 10 MB that Contacts can Use to Download File

As a specialty contractor we typically struggle to get our client to become a User in ProjectSight. When we are sending something like a submittal to a client that has attachments greater than 10MB the only option currently is for them to be a Use...
Jeff Miller 10 months ago in PS Web App & Platform / Links 0

Allow documents to be downloadable from link without having trimble account

When sharing documents through RFI, Submittal, Transmittal, etc. it would be extremely beneficial if there was a feature where you could allow outside stakeholders to download the files from the link without needing to create an account. We interf...
Britton Hulme over 1 year ago in PS Web App & Platform / Links 0

Cloud with Comment for Linking files

Can you add a comment box to the link file option so we can add what the item is? Example PCO 2-001/Bulletin 1
Guest almost 2 years ago in PS Web App & Platform / Links 0

File Attachments Name Header - Yes/No Option

When a document is uploaded to the record in submittals and rfi's for example, a file name label is created and placed at the top of each sheet of that attachment. Sometimes the file label overlaps onto information that the user wants to be shown ...
Guest over 3 years ago in PS Web App & Platform / Links 0 Future consideration

Add link to detailed item in transmittal tool

There is a disconnect between the detailed items in the transmittal and the attachments. It would be beneficial to link the document to the detail item in a transmittal to make sure that there is no confusion with documents in the transmittal.
Drew Polahar about 4 years ago in PS Web App & Platform / Links 0

Opening Linked Files with Office 365 without navigating to Trimble Connect

Currently, when the Trimble Connect FMS is activated, any files linked to a record cannot open in office 365. Please allow the ability to open the file in office 365 without having to navigate to the file library for that record
Henrick Malpica over 1 year ago in PS Web App & Platform / Links 0

Cloud with Comment Box for Linking Files

Similar to how the RFI link works with the cloud and RFI number box, could there be a link option to have a cloud with a comment/text box, which can be used to link misc. documents, pictures, or files?
Tayler Ledesma almost 3 years ago in PS Web App & Platform / Links 0