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Update: This Suggestion Box has been migrated to The Network, Trimble's online user community and is now read-only. Please click the link to add a new idea, vote, or comment.
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Email Templates for Each Record Type

It would be very useful if we could build email templates for each record type, at the portfolio level. When emailing a record, the user could be presented with a dropdown to select from any available templates. The templates could automatically i...
Brendan Radich over 5 years ago in PS Web App & Platform / Reports 0

Projectsight budget export to include the original budget quantity column.

Projectsight budget export to include the original budget quantity column.
Kiet Lam over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Please separate Create Users and Create Companies from requiring project and portfolio access

We do not want to give Project Settings and Portfolio Settings to our users but in order to add new users to a project, we have to give the Project Settings. If we want users to be able to import new users, we have to give them Portfolio Settings....
Mercedes Green almost 3 years ago in PS Web App & Platform / Security Roles 0

Exported Budget Screen should include Forecast Cost and Over/Under formulas

Since the Forecast To Complete, dates and allocation types are editable when exporting the budget, I assume it's used so we can enter our forecasts. When we start entering the forecast to complete costs, it should mimic in the spreadsheet as it do...
Mercedes Green over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Auto-distribute reports to other team members

Record reports currently can only be auto-generated and sent to the Author. Sharing certain reports with the whole team can be essential for meetings/collaborations amongst other members. It would be more efficient if the program could be set up t...
Guest almost 3 years ago in PS Web App & Platform / Reports 0

Able to Track Correspondences by Conversations

Instead of having to make a post for each correspondence and having to swim in the pile of 100000 letters, allow to attach files to items under the transmittals page as it is in "Meeting Minutes" pages. That way, we would only have to log the firs...
Mizzu Cho almost 3 years ago in PS Web App & Platform / Document Control 0

Improve ability to mark up PDF's that were uploaded

After uploading a PDF file, the ability to mark up the document is severely limited. I linked an uploaded PDF file to an issue to call out some discrepancy's in the specs, and though I was allowed to make mark ups on the document, it did not retai...
Dan Ferris almost 7 years ago in PS Web App & Platform / Links 0

Add Ability to Manage File Library Admins in Security Role settings Not Connect

Having to setup users individually on each project within Connect to b able to setup access to modify permissions is not ideal and a lot of work. Since we use ProjectSight to access the File Library, we should be able to set the rights to allow Se...
Mercedes Green about 2 years ago in PS Web App & Platform / File Library 0

ProjectSight University Training Website

Enhancement description: A role-based training site for users to learn how to properly use ProjectSight. Roles should be PM/PE, Superintendent, Executive, Project Accountant, Subcontractor, Reviewer. What are we trying to accomplish? Quickly train...
Brendan Radich over 6 years ago in PS Web App & Platform / Help 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 over 6 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration