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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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PS Web App & Platform

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Separate the permission for the feature import/export. Currently it is tied to the record view permission

This option would be useful so a client could still provide the ability to view, edit, delete records yet not have the ability to import or export records. Having this separate gives the client the flexibility to decide independently who has expor...
William Atchison over 4 years ago in PS Web App & Platform / Import/Export 0

Submittal Package Report Including Submittal Items Documents for Review and Cover Page

Enhancement description: There isn't a Submittal Package Report that has Submittal item Documents for review file attachments (Not links, actual merged pages). Currently users have to first run reports from the Submittals module for each submittal...
Guest over 4 years ago in PS Web App & Platform / Reports 1

Allow Print Report->All Records in One File to be saved to File Library

When generating a report of multiple drawings to be included in one PDF only the save to 'File Library' option is not available. This causes the user to have to download the file and re-upload it back into the file library, which is very time cons...
Guest over 4 years ago in PS Web App & Platform / Reports 0

ProjectSight CC and Assigning on a record generates a notification automatically even if all workflow notifications are off.

Enhancement description: In ProjectSight CC and Assigning on a record generates a notification automatically even if all workflow notifications settings are turned off. Client is requesting an option to also turn off these CC and Assigning notific...
Guest almost 6 years ago in PS Web App & Platform / Notifications 0 Future consideration

Ability to turn off autonumbering in Meeting Minutes

I am unable to turn off the auto-numbering for Meeting Items.
Guest almost 6 years ago in PS Web App & Platform / Document Control 0 Future consideration

Ability to delete multiple attachments on a record at once.

Currently you have to delete attachments one by one. Say for example a user put a number of pictures on a record and there were incorrectly put there. It would be nice to be able to select multiple files to delete at once. Single options are ineff...
William Atchison over 1 year ago in PS Web App & Platform / Record Management 0

Improve Navigation by providing settings to automatically open additional labelled tabs for open records and links.

When going back and forth between various records (For example RFI's, Submittals, Drawings) and links within records the website does not have an option to automatically open new tabs to allow for back and forth. You can use duplicate tab manually...
William Atchison over 3 years ago in PS Web App & Platform / Links 0

Default Meeting Attendees

It would be helpful to be able to set default attendees for meetings like you can for things like RFIs, Submittals, etc.
Wesley Ballance almost 3 years ago in PS Web App & Platform / Document Control 0

Ability to rename files in the File Library or Trimble Connect

This feature already exist. Please cancel this idea.
Trimble ProX Team 9 months ago in PS Web App & Platform / File Library 0

Specification Section Field needs better functionality. Make Specification Section not a System Required Field for Submittal Packages.

The Specification Section of Submittals and Submittal Packages is very clunky and hard to use. It doesn't function like the rest of the fields (tab skips the field entirely so you have to click on it, then it doesn't automatically place the cursor...
Guest over 4 years ago in PS Web App & Platform / Document Control 0