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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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Showing 2107

Saved to File Versioning

We would like the ability for versioning when the 'Print to File' option is selected for a record.
Ricci Stevens about 3 years ago in PS Web App & Platform / Reports 0

Ctrl + down arrow to copy in any grid column

In the 6/13/20 update, Trimble added the ability to copy values down a column by pressing Ctrl + down arrow key in a Drawing Set grid. This feature should be brought to more grids across the system. PCOs should be next. It would be great to change...
Brendan Radich over 4 years ago in PS Web App & Platform / Batch Edit 0

Add retainage column to Budget list view

The available columns to choose from in Budgets view does not include Retainage. Having this available would be useful to have at quick glance.
Trimble ProX Team over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Add an option to number Contract Invoices per Contract rather than per project.

Clients have differnet processes and some would like the option to have their Contract Invoice auto-number per contract rather than per project for easy tracking.
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Portfolio Record Linking to Companies

Create a portfolio level record keeping system that you can link to companies across all projects
Nick Weilemann about 2 years ago in PS Web App & Platform / Portfolios 0

Application Detailed Items - Excel

Add the ability to import from Excel Detailed Items in the Application for Payment form. Adding individual rows is cumbersome and time consuming. The customer has come to rely on this functionality from within Prolog and not having is a step back ...
Guest over 5 years ago in PS Web App & Platform / Import/Export 0 Future consideration

General Invoice - Credits

An ability to create credits against line items that have been billed 100% is needed. Use case 1: Item X is ordered. Item X is delivered to 'Location A' and invoiced. Accounting pays. Item X is returned to the vendor because it was mislabeled rega...
Ricci Stevens about 2 years ago in PS Web App & Platform 0

Custom fields to appear for certain record types

Custom fields should be setup to appear based on the type of record selected. For example, if I am creating an Issue record and I select the type as field conditions then I should only see custom fields having to do with field conditions.
Henrick Malpica about 2 years ago in PS Web App & Platform / Custom Fields 0

Edit Budget Code on POs & Invoices

Currently, the Budget Code is locked down once a General Invoice is created from a Purchase Order. However, we need the ability to edit the Budget Code. The Superintendent or purchasing agent will create the PO and enter the budget code. Once the ...
Byron Grimm over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Punch items report file names need to use shorter field than description to prevent bad file paths

File Names of Punch items when report is run, only uses the description field. People get wordy and in-turn generate file paths that are so long they aren't usable
Guest over 5 years ago in PS Web App & Platform / Reports 0 Future consideration