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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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Showing 2178

Choose a folder to save reports in the file library

In ProjectSight, both reports and uploaded files on records are saved in a portfolio defined quick upload folder under 'ProjectSight Documents'. But reports like Meeting Minutes are stored in a different folder in our projects. It would be good to...
Patrick Schemkes about 1 year ago in PS Web App & Platform / Reports 0

Daily Reports - Labor Entry Window when Expanded

Currently when you expand the labor entry window to full screen, it does not expand the contents of the form to accommodate the extra space. If detailed labor is enabled, the workers area should expand down for less scrolling. Everything under it ...
Hunter Dickerson over 1 year ago in PS Web App & Platform / Daily Reports 0 Future consideration

Allow File Library to be disabled like a Module

Allow File Library to be disabled like other modules in the permissions settings. Otherwise, it stays on their home page. (Which inevitably leads to a discussion of what it is and why the user doesn't have access.)
Guest about 1 year ago in PS Web App & Platform / File Library 0 Future consideration

Make Navigation and Display in Transmittals the same as Submittals

Currently the Transmittal module is the only one that has a "Send" button which is odd and causes a lot of confusion. When you click the "Send Transmittal" button the History tab doesn't track that it got sent either so you don't know it is was se...
Jeff Miller over 1 year ago in PS Web App & Platform / Document Control 0

Bulk PCO Pricing Requests

Enhancement description: Quickly request pricing from multiple subcontractors and have their responses track back to individual PCO line items. What are we trying to accomplish? * Speed up the process of initiating a pricing request for multiple s...
Brendan Radich over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Documents for Review to Submittal Packages

Enhancement description: Allow us to add the documents for review at the Submittal Package level instead of on individual items. What are we trying to accomplish?It is convenient to keep submittal items together in a single package for the review ...
Brendan Radich almost 5 years ago in PS Web App & Platform / Document Control 0

Generate Filter Options from existing values

When using the filter options in various forms, particularly when filtering by company or contact, PS presents all possible values for selection. It would make much more sense to generate the filter value list from the existing values contained in...
Michael Handlmaier almost 4 years ago in PS Web App & Platform / Search 0 Future consideration

Ability to save a file with a different file name in the file library

Ability to save a file with a different file name in the file library. This is useful when creating new files or records using a Word or Excel template.
Trimble ProX Team 10 months ago in PS Web App & Platform / File Library 0

Projects Dropdown

The Project Name that is shown when you are on the dashboard or in various record screens should be a dropdown. This would allow users to quickly move between projects, without having to go back to the Portfolio dashboard.
Brendan Radich over 3 years ago in PS Web App & Platform / Navigation / UI 1

Add a Trimble ID and Last Login column in Portfolio Settings>Users.

Add a Trimble ID and Last Login column in Portfolio Settings>Users. If Trimble ID is blank or does not exist, there should be a resend invitation link next to the username. The TID column will indicate if the user has successfully created a Tri...
Trimble ProX Team over 2 years ago in PS Web App & Platform / Settings & Administration 0