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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Settings & Administration

Showing 92

Ability to limit feature access in portfolio settings.

Ability to limit feature access in portfolio settings. Currently, you can limit access to Manage Roles, Manage Users and Spec Sections. There is not a way to prevent users from accessing Report Settings,Record Settings,Budget & Cost Management...
Trimble ProX Team 12 months ago in PS Web App & Platform / Settings & Administration 0

Allow Portfolio Administrators to view a users history / audit log

This could be useful for auditing a user's access and how they obtained it, and ensure proper procedures or requests were made if a company requires them. There should also be an audit log to see who made changes to Portfolio / Project Settings an...
Peter Baez over 3 years ago in PS Web App & Platform / Settings & Administration 1

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

In Portfolio Settings, Users, Allow us to search projects by Sequence * . That is where Vista syncs our Job Number.

When we are assigning a user to project(s) we can only search by project name. When they are synced from Vista, Job Number syncs to the Sequence * field for the project. The search bar in Users above projects should search in both Name and Sequenc...
Eric Elfner 9 months ago in PS Web App & Platform / Settings & Administration 0

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

Ability to control dates by business days

All the dates for Due dates etc need the ability to control dates not just by "Calendar Days, but "Business Days" to account for weekends, holidays etc. When we set a default due date to be 10 days for submittals, it's really 10 business days, mea...
Guest over 5 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Checklist Templates - Changing Module

We need the ability to change a checklist module for a template once it's been published.
Hunter Dickerson about 1 year ago in PS Web App & Platform / Field Management / Settings & Administration 0 Future consideration

Ability to change the default for the Include As in Emailed Reports

In ProjectSight when you select a report to email and there are files attached it currently defaults to include AS – LINK. You have the option to use the drop down and change from LINK to ATTACHMENT or EMBED IN REPORT. Would like the ability to be...
Jessica Ream almost 3 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

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 almost 3 years ago in PS Web App & Platform / Settings & Administration 0

Record number reformatting does not add preceding zeros on all numbered records.

Currently Automatic formatting of the numbers can only be applied to those records that were created with auto-numbering turned on. This means any record numbering created with manual entry will not receive any preceding zeros. This is when a clie...
William Atchison over 1 year ago in PS Web App & Platform / Settings & Administration 0

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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