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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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File Library

Showing 94

Add the ability to set the file library view as "List View" as the default in lieu of the "Tile View" being the default.

Similar to saving views in other modules, add the ability to save views to we can see the traditional folder when opening the file library. The list view is very similar to microsoft file explorer and we should be able to set this as the default v...
brian penner over 2 years ago in PS Web App & Platform / File Library 0

Trimble Connect File Viewer

Allow files stored within the Trimble Connect FMS to be opened in an additional tab with the ProjectSight file viewer. Current functionality restricts the user to be pushed to the Trimble Connect viewer which has less functionality.
Nick Weilemann over 1 year ago in PS Web App & Platform / File Library 0

File Library Notification

Provide the ability for users to subscribe to folders in the File Library to be notified when changes are made to the folder. Like Converge.
Dan Bentil almost 4 years ago in PS Web App & Platform / File Library 2

In the File Library we need ability to provide permissions to only subfolders.

Currently All users is needed to view from the Project Documents level to reach subfolders. Requesting ability to keep from needing to read all subfolders in order to provide read or edit rights to one subfolder. Client typically do not want subs ...
Guest over 4 years ago in PS Web App & Platform / File Library 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 4 months ago in PS Web App & Platform / File Library 0

Email Files Directly to Folders

Since much correspondence is done with emails, many with attachments, it would be good if you could forward emails directly to file folders within Project Sight, similar to One Note. Currently, I have to print email cover sheet and attachment, com...
Guest about 5 years ago in PS Web App & Platform / File Library 1 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 10 months ago in PS Web App & Platform / File Library 0

Trimble Connect - Use the Desktop version of MS Files from 365 and keep version history

Ability to open MS Files in Desktop version of 365 while still keeping version history
Hunter Dickerson 8 months ago in PS Web App & Platform / File Library 0

Need audit trail information when sharing a document with non ProjectSight recipient

When sharing a document from File Library with "Any user with the link" the Activity history does not show who the recipient was instead has a generic "Anonymous Company" reference which provides absolutely no information that tells you who the do...
Bill Fadok 3 months ago in PS Web App & Platform / File Library 0

Uploaded files from a record should only be visible to users with access to the record in the File Library.

Enhancement description: Uploaded files from a record should only be visible to users with access to the record in the File Library. Users should not be able to see other files in the file library unless their company is linked to the record. What...
Guest about 5 years ago in PS Web App & Platform / File Library 0 Likely to implement