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Settings & Administration

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Need security option for Settings. Specifically the ability to uncheck/unlock Portfolio Inherited settings in a project.

The client needs the ability to secure the Portfolio inherited checkbox in Project Settings. They need to have some Security Roles have access part of the Settings (companies, contacts, etc), but they do not want these same roles to be able to unc...
William Atchison over 1 year ago in PS Web App & Platform / Settings & Administration 0 Planned

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 almost 2 years ago in PS Web App & Platform / Settings & Administration 0

Highlighted Required Fields

Can you give Administrators/Users the ability to have required fields highlighted rather than just having the * to indicate a field is required? Some people have difficulty seeing the *.
Ricci Stevens over 2 years ago in PS Web App & Platform / Settings & Administration 0

Add a "Recycle Bin" Feature

It would be great to have a sort of recycle bin that is available to specific security roles. It would be great if this were available at the project/portfolio levels, and should give administrators the ability to restore recently deleted records/...
Brendan Radich about 2 years ago in PS Web App & Platform / Settings & Administration 0

Add a project or Portfolio log to see user activity: Logins, records deleted, records added, records modified, date time stamps.

Clients would like to identfy users activity. They would like to know who might have deleted or added a record. They would like to know when users logged in previously.
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 1 Future consideration

Allow Change to Cost Period at Portfolio Level

Currently to change the cost period users have to go into each project individually and change this in settings. It would be a HUGE time saver and insure all projects are updated on time if this could be updated at the portfolio level and push to ...
Katy Rodina over 1 year ago in PS Web App & Platform / Settings & Administration 1 Planned

Administrative Reporting

It would be extremely helpful to have the ability to track the history of changes in the Portfolio Settings and to be able to report on this. When there are multiple Portfolio Admins or when you are trying to coordinate settings across multiple Po...
Ricci Stevens about 2 years ago in PS Web App & Platform / Settings & Administration 0

Provide an Admin option that just allows for administering Users without access to all the other Portfolio settings.

Client's want the ability to just have a User Admin without the permission to change other settings in the Portfolio. This has negatively impacted a Portfolio previously.
Guest almost 4 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Ability to create Distribution Lists without needing to enter or have access to Settings

End users would benefit from being able to easily create their own distribution lists without needing to be an admin/have access to settings. This could be accomplished by allowing distribution lists to be created on the fly when creating records/...
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0

Ability for portfolio admins to see all projects in portfolio without needing to be a user in each project

Client requests ability for portfolio admins to see all projects in portfolio without needing to be a user in each project.
Guest almost 5 years ago in PS Web App & Platform / Settings & Administration 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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