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PS Web App & Platform

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 about 7 years ago in PS Web App & Platform / Document Control 0 Future consideration

Arrangement of Custom Fields

In ProjectSight, when adding custom fields, they currently appear in a single column down the page. If there are many fields, this requires excessive scrolling. It would be helpful if ProjectSight utilized the empty space on the right side of the ...
DeAnn Westbrook 7 months ago in PS Web App & Platform / Custom Fields 1

Label for linked file in the drawing module

When you add a link to the File Library from the drawings module, there is no defining text or label that the markup is linked to a file in the file library. Request for a label such as "File Linked".
Trimble ProX Team about 2 years ago in PS Web App & Platform / Drawings 1

Contract Line Item Consistency

Currently if we add any lines to a contract or change orders to a contract in the Budget and Cost Module the line items create a new list at the bottom of the Schedule of Values [SOV] for that contract. With this any increases to an existing line ...
Carrie Gilbert about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

NOTIFICATION EMAIL TIMING

Reminder Email - Our subcontractors have reached out stating they are recieving emails at about 2:45 am CST. Would it be possible that we could change that to a more sutable hour, maybe 7 am CST?
Guest almost 2 years ago in PS Web App & Platform / Assignments & Courtesy Copies 3

Add Average Turnaround Time (days) to Notice to Comply & Action Item Widgets

The default Submittal Widget on the dashboard includes a "Average Turnaround: day" on the bottom of the widget. This would be helpful/useful to also have on the Notice to Comply and Action Item Widgets. The time should be from the date created to ...
Guest over 4 years ago in PS Web App & Platform / Project Home Page 0

Create role that would grant access to all projects within a portfolio without admin permissions.

We receive multiple requests from users requesting that they are added to all projects within a portfolio. These users are not admins, so the Portfolio Admin role will not suffice to fulfill this request. This requires us to manually add several u...
Daniel Maurer over 1 year ago in PS Web App & Platform / Security Roles 1

Better Search to Add New Team Members by Company

We were excited for the new Team Members experience released in Fall 2024. It is better, but we were hoping it would make it easier to add existing ProjectSight users to a project. Unfortunately, it only lets you search for the user's e-mail. It w...
Eric Elfner over 1 year ago in PS Web App & Platform / Settings & Administration 0

Save Checklists to Different File Library Folders

We would like to save checklists to different file library folders. Right now, you have to set the folder path on the Checklist module level, but we would like this on the checklist template level.
Aaron Deister over 1 year ago in PS Web App & Platform / Field Management 0

Meeting Minutes - Numbers and Item Numbers

Add meeting number to each meeting name. Each meeting number would start at 1 then have option to add meeting number to each item 001-001 for mm number 1. Just how Prolog Manager does it.
Guest over 6 years ago in PS Web App & Platform / Document Control 1 Likely to implement