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

Settings & Administration

Showing 85
127 VOTE

Portfolio Level Checklist Templates - A MUST

Currently checklist templates can only be managed at a project level. What if 30 new checklist templates are added to the template project after 50 projects have already been created. All of these jobs need the new checklists. Now someone has to g...
Hunter Dickerson 9 months ago in PS Web App & Platform / Field Management / Settings & Administration 7

In Portfolio Settings, Users, Allow us to search projects by Sequence * . That is where Vista syncs our Job Number.

When we are assigning a user to project(s) we can only search by project name. When they are synced from Vista, Job Number syncs to the Sequence * field for the project. The search bar in Users above projects should search in both Name and Sequenc...
Eric Elfner 14 days ago in PS Web App & Platform / Settings & Administration 0

Add the import/export option to the Project Settings>Users as you have in Portfolio Settings.

If a client wants to setup a user to import users they have to use Portfolio Settings > Users. This forces the client to provide that user with the ability to create a Portfolio Administrator. This is not the case when assigning that user to th...
William Atchison 7 days ago in PS Web App & Platform / Settings & Administration 0

Further languages

Other languages should be available such as German, Czech, Slovenian, Croatian, Italian
Guest about 2 months ago in PS Web App & Platform / Settings & Administration 0

Ability to limit feature access in portfolio settings.

Ability to limit feature access in portfolio settings. Currently, you can limit access to Manage Roles, Manage Users and Spec Sections. There is not a way to prevent users from accessing Report Settings,Record Settings,Budget & Cost Management...
Trimble ProX Team 3 months ago in PS Web App & Platform / Settings & Administration 0

Checklist Templates - Changing Module

We need the ability to change a checklist module for a template once it's been published.
Hunter Dickerson 5 months ago in PS Web App & Platform / Field Management / Settings & Administration 0 Future consideration

Add the ability for Admins to change a users company.

The Admin cannot change a users company. In one case the same company was created with 2 different names and half the users were added to one and the other half to the other. Currently there is no way to correct or merge the company information fo...
Trimble ProX Team over 4 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

We would like the ability to add a group of users to a project/project template instead of just adding users individually.

We have a group of users that need to be able to access any project as a PM and backup the actual PM on the project in his/her absence. This group does not have Portfolio access. We would like to add this group to project teams. We also need to be...
Guest 3 months ago in PS Web App & Platform / Settings & Administration 0

Project Settings / Security Groups

We would like the ability to set a security group to be able to access the project settings to create/manage users but not have access to the record settings. I believe this can be accomplished by adding a checkbox option labeled Record Settings i...
Jessica Ream 3 months ago in PS Web App & Platform / Settings & Administration 0

Add a user or project setting for e-mail record attachement default setting.

Clients have preferences on how attachments are included in emails. Some want links, others want them embedded in the report, or just attached to the email. This should be a default setting in the project or portfolio. Please add as a setting so a...
Guest almost 4 years ago in PS Web App & Platform / Settings & Administration 0

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.