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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

Showing 2347 of 2568

Required Resolution and Assignment Completion

Trimble ProjectSight allows records to be closed without requiring a documented resolution or completion of all associated assignments, leading to incomplete information, unfinished tasks, and potential compliance risks. We propose implementing a ...
Lawrence Dow about 2 months ago in PS Web App & Platform / Field Management 1

Meeting Templates

We need the ability to create meeting templates to standardize discussions. Our current workaround is to create a 'Master' meeting, export it to Excel, and then import it to the project. We should be able to click a button to select an existing te...
Jonathan Gonzalez about 1 month ago in PS Web App & Platform / Record Management 0
221 VOTE

Portfolio Level Checklist Templates - A MUST

Currently checklist templates can only be managed at a project level. What if 30 new checklist templates are added to the template project after 50 projects have already been created. All of these jobs need the new checklists. Now someone has to g...
Hunter Dickerson over 2 years ago in PS Web App & Platform / Field Management / Settings & Administration 18

Show Current Step for Workflows

In the record information pane, it shows status and step due date but it does not show current step. It would be useful for the user to understand the step name or we will need to add many statuses to describe the intent of the step.
Brendan Myers 25 days ago in PS Web App & Platform / Workflow 0

Checklist template attachments

In Checklist Templates, being able to attach standard documents that are visible on a Checklist Record.
Guest about 1 month ago in PS Web App & Platform / Record Management 0

Better Automatic Submittals

See also: https://projectsight.ideas.aha.io/ideas/PSW-I-3078 https://projectsight.ideas.aha.io/ideas/PSW-I-1887 We've done some testing with ACC, ProjectSight's BETA feature, and directly with various A.I. models (via OpenRouter). My current ranki...
Brendan Radich 3 months ago in PS Web App & Platform / Record Management 1

Keep submittal history in single place v multiple tiles separating revisions

When uploading a revision a new tile and log for that submittal are created. The new revision does not bring in the original documents or previously marked up documents. It would be nice if these moved into the revision under Document Revisions, s...
Guest 3 months ago in PS Web App & Platform / Document Control 3

Link Companies in ProjectSight to Vista

Make linking companies bi-directional. We can link companies that are in Vista to ProjectSight, but if a company is created in ProjectSight it cannot be linked to Vista.
Tim Long 22 days ago in PS Web App & Platform / Import/Export 0

Ability to copy files from the template file Library to the created Project File Folders

We have several blank forms that we want to include in each project that is created for convenience and ensuring the latest version.
Bill Fadok 9 months ago in PS Web App & Platform / API 4

Create a Schedule Tool to import the Master Project Schedule

Create a Schedule Tool to import the Master Project Schedule from files such as Primavera, or Microsoft Project. This was a very helpful tool we utilized a lot when we were with Procore. This allows for better coordination with Trade partners. We ...
Josh Bruce about 1 year ago in PS Web App & Platform / Workflow 4