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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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Use TrimbleConnect as a file server for Photo module

We are using TrimbleConnect as the file server for our Projectsight data. Photos associated with other records (RFI, Punch items etc) are uploaded into Connect. Photos added in the photo module are not uploaded and are only visible in Projectsight...
Gertjan Den Otter 5 months ago in PS Web App & Platform / Photo Management 0

Meeting Minutes - field for next meeting date

Client requesting a data field included in the grid for Next Meeting Date. (self-explanatory). This could be addressed with a custom field but would need the three "more" dots in this view to be able to change the included fields
Guest over 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Automatically Create Link to Attachments Greater than 10 MB that Contacts can Use to Download File

As a specialty contractor we typically struggle to get our client to become a User in ProjectSight. When we are sending something like a submittal to a client that has attachments greater than 10MB the only option currently is for them to be a Use...
Jeff Miller over 1 year ago in PS Web App & Platform / Links 0

Email History

Currently the history tab only shows that a report was emailed from the record. Please add subject and body of the email as well as recipients for documentation purposes.
Michael Handlmaier about 3 years ago in PS Web App & Platform / Performance 1

Uploaded files from a record should only be visible to users with access to the record in the File Library.

Enhancement description: Uploaded files from a record should only be visible to users with access to the record in the File Library. Users should not be able to see other files in the file library unless their company is linked to the record. What...
Guest over 5 years ago in PS Web App & Platform / File Library 0 Likely to implement

Add Word Merge to ProjectSight reporting features.

Enhancement description: Add Word Merge to ProjectSight reporting features. What is the customer trying to accomplish? Word Merge How is the lack of functionality affecting their business? Has to create emails and Word documents manually for email...
Guest over 5 years ago in PS Web App & Platform / Reports 3 Future consideration

Bookmarks & Recent History

Normally when looking at a drawing set, you are looking at a plan and bouncing back and forth between several details. When we follow a detail callout to another page a "back" button or a list of the 3 or 5 most recent sheets would be nice, so we ...
Alyssa Schorer about 2 months ago in PS Web App & Platform / Drawings 0

Colour Changing Options for the Portfolios and Projects

It would be great to be able to match the company colours on the portfolio screen as well as on the project screen. This would help customize it. At present everything defaults to blue.
Karen Timbers about 2 months ago in PS Web App & Platform / Views 0

Download Files from File Library

Need the ability to select a top level folder and download all files in that folder and any sub-folders under that folder so one doesn't have to open each individual folder, select all of the files and download; then go to the next folder and repe...
Dwain Wood over 4 years ago in PS Web App & Platform / File Library 1

Add a user or project setting for e-mail record attachement default setting.

Clients have preferences on how attachments are included in emails. Some want links, others want them embedded in the report, or just attached to the email. This should be a default setting in the project or portfolio. Please add as a setting so a...
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0