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    Allow Sending Link / Sharing at the Folder Level Versus Individual File Level for Contacts

    When creating a turnover package in the ProjectSight File Library / Trimble Connect we cannot give a "Contact" shared access to the folder level where they can go and download all the turnover documents from that folder. We currently have to share...
    Jeff Miller about 3 years ago in PS Web App & Platform / File Library 3

    Better Cost Period Settings & Controls

    With a linked ERP (e.g. Vista), ProjectSight has very valuable information availble to the project teams. However, without being able to easily change the visible cost period, important insights are out of reach for most users. Today, we can chang...
    Brendan Radich about 1 year ago in PS Web App & Platform / Budget & Cost Management 1

    Preview Checklist Template

    I think it would be great to be able to preview a template of any type before publishing it. I just created a template for a company form and had to unpublish is and copy it 5 times because I can't see what the final product will look like because...
    Guest about 1 year ago in PS Web App & Platform / Forms 1

    User Preferences to Customize the Navigation Menu

    I think the new menu could be improved with the following changes, as a new set of user preferences: Manual Sorting: Allow users to disable the top 5 automatic sorting and instead manually sort all of the records in the order they prefer. Show All...
    Brendan Radich almost 2 years ago in PS Web App & Platform / Navigation / UI 2

    Email Files Directly to Folders

    Since much correspondence is done with emails, many with attachments, it would be good if you could forward emails directly to file folders within Project Sight, similar to One Note. Currently, I have to print email cover sheet and attachment, com...
    Guest over 7 years ago in PS Web App & Platform / File Library 2 Future consideration

    import/export to excel PCO

    Not needing to manually add every SOV line in the interface.
    Rusty Welch 5 months ago in PS Web App & Platform / Budget & Cost Management 0

    Add file library access to the new mobile app

    Currently, I am not able to access the file library within the new mobile app. Thus, I am not able to view important documents in the field. Also, I am not able to upload documents from Ipad in the field.
    Eric Feddersen over 2 years ago in PS Mobile Apps / File Library 2

    Adding Team Members - Default Company

    Our project teams are able to add/invite members to their jobs. When they invite members the default company is set to our company. If our team members forget to change the company name, it cause issues and we then have to fix. It would be nice to...
    Melissa Moore over 1 year ago in PS Web App & Platform / Companies & Contacts 0

    Main Contact Auto Selection

    Currently, you have 1 main contact associated with each company. Therefore when filling out a company field on a purchase order, transmittal, contract, and/or other module records it selects the main contact automatically. This makes it an extra s...
    Henrick Malpica about 3 years ago in PS Web App & Platform / Companies & Contacts 4

    Merge Companies

    Ability to Merge Duplicate Companies that have been entered by different users.
    Ricci Stevens over 6 years ago in PS Web App & Platform / Companies & Contacts 1 Future consideration

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