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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Showing 2127

Insurance Tracking for a Project

It is important to track insurance for a Company by Project, and be able to run a report that shows all companies for a project that have an insurance certificate and be able to track when that insurance expires. This portion is similar to PSW-I-8...
Julie Adler over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Ability to link COR, PCO items, and PCCO Items together

Enhancement description:Add the ability to reference in COR, PCO, PCO items, PCCO, and PCCO items from each respective XSD file in reports. What are we trying to accomplish?Give better report customization options, this kind of reporting of linked...
Guest over 5 years ago in PS Web App & Platform / Reports 0 Future consideration

Change Trimble Connect default folder permissions of ProjectSight records to 'no access'

Whenever I create a record in ProjectSight, the attachments are automatically saved in a folder on Trimble Connect that matches the record number. The issue is that the default permissions on these folders are set to "full access." This means that...
Patrick Schemkes about 1 year ago in PS Web App & Platform / File Library 0

Distribution of RFI's and Submittals

We would like to be able to distribute RFI's and Submittals with an email out of Project Sight. The email would be composed in an email section of the individual RFI and or Submittal and allow custom text and attachments to be included. The associ...
Guest 11 months ago in PS Web App & Platform / Document Control 0

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 over 5 years ago in PS Web App & Platform / Custom Fields 1 Future consideration

Insurance expiration notifications

Providing a widget that can be toggled to send email notifications that insurance is expiring/expired.
Guest over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Standard Insurance Tracking Report

It would be great to have a standard report from Companies that tracks insurance policy and expiration dates.
Hunter Dickerson over 1 year ago in PS Web App & Platform / Reports 0

Share Locked Records Only with Entire Project

The restricted statuses are a nice step into workflow for submittals, but if we allow Subcontractors to change statuses and Share the Submittals with the entire project, they would be able to change other subcontractors' submittals in those status...
Eric Elfner 7 months ago in PS Web App & Platform / Document Control 3

Allow the ability for others to see draft copies of records

currently:Only the user who created the record in Draft status can change it to a non-Draft status. Records in Draft Status can only be viewed by the user that created them, and records in a non-draft status cannot be changed back to Draft. If you...
Trimble ProX Team about 5 years ago in PS Web App & Platform / Workflow 1 Future consideration

Having to save every item of a daily report is cumbersome and items can be lost

Everytime I take a photo or add anything to a daily report I have to be sure to save the file. These can present a problem if I become distracted or select another app without saving and I lose notes an photos. Everything in daily reports should a...
Guest over 1 year ago in PS Mobile Apps / Daily Reports 0 Future consideration

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.

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