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PS Web App & Platform

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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 7 months ago in PS Web App & Platform / Document Control 4

Add Ability to Edit Sheet Numbers in New Drawing Upload

We receive our drawings from the Architect and for some residential buildings, they use the same drawing when the floors are identical. This means you will have Sheet Number A300 with Sheet Name "5th-12th floor Building A" as an example. When we u...
Mercedes Green about 1 month ago in PS Web App & Platform / Drawings 0

Create default settings for annotations

Can you add the ability to change the default settings in annotations? Currently I have to change the style every time I make the same annotation. It would be much easier if I could change the style once, and click a button to save those settings ...
Peter Zimmer 27 days ago in PS Web App & Platform / Drawings 0

Authorship Control Gap in Unlocked Records

Despite the existing security role configurations and the recent enhancement of ball-in-court workflows to restrict permissions, the platform still presents an authorship control issue with unlocked records. The issue arises because users with “cr...
Lizt Vargas 10 days ago in PS Web App & Platform / Document Control 0

TRANSMITTALS OPTIMIZATION

Traceability, Permissions, and Audit Implications To send a Transmittal, the record must be locked, which prevents anyone else—even users with permissions—from modifying it. While locking protects the record before sending, the workflow does n...
Lizt Vargas 10 days ago in PS Web App & Platform / Document Control 0

Ability to turn off downloading as an option for drawings

Ability to turn off downloading as an option for drawings for read only users.
Guest 10 days ago in PS Web App & Platform / Drawings 0

Please Allow Per Step Days to be configurable in the new Ball in Court Workflows

Currently there is no way to set number of days per Step on the new Ball in Court Workflow. This will not work for Submittals as the time for interval review is much less than external review with consultants and the fact that internal review must...
Mercedes Green 5 months ago in PS Web App & Platform / Workflow 0

Batch Edit or Change the Workflow Template for Multiple Submittals at Once

Using the Import function to import a submittal register into PS does not automatically apply the new workflow template. The submittals are needing to be managed/changed individually taking significant time with projects that have 2000+ submittals.
Bryan Chau 5 months ago in PS Web App & Platform / Workflow 3

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 6 months ago in PS Web App & Platform / Field Management 1

Ball In Court Indication

There is no “Ball in court” indication, so Architects must open every single email, every time to make sure he doesn’t have anything due. Or alternatively, every time he gets an email from ProjectSight, he has to login and check the status of what...
Jackie Allen almost 2 years ago in PS Web App & Platform / Document Control 3