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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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Portfolios

Showing 27

Ability to Remove One's Self From a Portfolio or Project

A user may be added to a portfolio or project by accident or temporarily, and then the Admin may neglect to remove them. A user should be able to remove themselves from a portfolio or project so they can focus on the projects they are actively inv...
Trimble ProX Team almost 4 years ago in PS Web App & Platform / Portfolios 0

Set user permission to have access to all projects

We have several administrative users that need access to every project in the portfolio. It would be helpful to have an option to give these users access to all projects with their default role. Currently we are keeping a list and add these users ...
Michael Handlmaier almost 4 years ago in PS Web App & Platform / Portfolios 0

Need to be able to move/copy a project from a portfolio to another.

We are using portfolios for bidding's and construction, and would like to, on finished constructions and maintenance. If a bid is win, would be nice to move it to the construction portfolio, and if you are following work after construction we want...
Guest almost 4 years ago in PS Web App & Platform / Portfolios 0

Add a tools to import a Prolog database to ProjectSight.

Eliminate all the work to import and export with excel for every form.
Guest over 4 years ago in PS Web App & Platform / Portfolios 0

Need a way to switch back and forth between projects without having to back out to the portfolio menu.

No description provided
Guest over 4 years ago in PS Web App & Platform / Portfolios 0

Merging Portfolios or copying projects from one portfolio to the other

Client has multiple databases/portfolios and would like to merge them into one. Realizing this is complicated due to high probability of conflicting settings in different databases, the current best practice is to start new projects in the correct...
Guest almost 5 years ago in PS Web App & Platform / Portfolios 0

Ability to create sub-projects within a project

Client requesting ability to create sub-projects within a project. Locations can be used in some cases but in other cases there is a need to break the sub-projects out with their own budgets and/or greater segregation of records. Some examples cou...
Guest almost 5 years ago in PS Web App & Platform / Portfolios 0 Future consideration