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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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Settings & Administration

Showing 86 of 2009

Unify user list with Trimble Connect

Client requests ability to unify user list with Trimble Connect
Guest about 5 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Ability to customize tile images other than project images

Similar to the ability to add a project image to the project tile, client would like ability to customize the images that appear on other tiles throughout the system
Guest about 5 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Ability to change a lookup list to a fill-in field

Example: In Meeting Minutes, the Meeting "Topic" is a lookup list, client wants to be able to free-type in the meeting topic - they don't want or need to sort by this, they want the ability to turn off the dropdown. It could help to add the three ...
Guest about 5 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

Add the import/export option to the Project Settings>Users as you have in Portfolio Settings.

If a client wants to setup a user to import users they have to use Portfolio Settings > Users. This forces the client to provide that user with the ability to create a Portfolio Administrator. This is not the case when assigning that user to th...
William Atchison about 1 month ago in PS Web App & Platform / Settings & Administration 0

Need Option to Hide All Records Unless Participating In It

Currently our users create all records but not all users in our company (i.e. the company assigned to the project) should see all records. The Sharing Option works for external users well so if it's set to "Share with Companies Participating in th...
Mercedes Green 4 months ago in PS Web App & Platform / Settings & Administration 0

Add Module to Lookup List

For portfolios that predate the cloning mechanism you have to manually add custom fields and their associated list. If you add the module to the custom field it would save time finding what the custom field is tied to
Nick Weilemann 6 months ago in PS Web App & Platform / Settings & Administration 0

Add Location to Email Notifications

Can you add the location to email notifications for Punch Items?
Ricci Stevens 6 months ago in PS Web App & Platform / Settings & Administration 0

Hide Fields in Record Settings

If there is a field in a record that the client does not want to see, you have to go through each security group: -> Fields Tab-> Scroll and select the record -> Expand Fields and change it so that it isn't visible for that security group...
Ross Cravens 12 months ago in PS Web App & Platform / Settings & Administration 0

Date Field Modification

When altering a date field in ProjectSight backspacing clears out both the preceding and successive information. Allow backspacing to delete only the preceding information one character at a time.
Nick Weilemann over 1 year ago in PS Web App & Platform / Settings & Administration 0

Security Roles - Required Field Indicator

It would be helpful in the (Settings > Security Roles > (Security Role) > Fields Tab > (Record Type), if there is some type of visual indicator of what fields are required (both system required and customer required). Maybe an asterisk...
Guest almost 2 years ago in PS Web App & Platform / Settings & Administration 0