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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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Option to add signatures

Enhancement description: Add options for adding a signature and subject line default text What is the customer trying to accomplish? Ability to add a Signature to every email automatically like in most email programs as well as an option for defau...
Guest over 5 years ago in PS Web App & Platform / Notifications 0 Future consideration

COR & PCCO Visibility on the PCO

We need the ability to see linked CORs and PCCOs from the PCO record. Each PCO record can only be linked to a single COR or PCCO but there is no way to view this without leaving the Potential Change Order. There needs a way to view all relevant in...
Ricci Stevens about 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Retrieve Deleted Records

With the trashcan button located next to all of the other buttons in the top right, it is easy to accidentally click it. Then even though it prompts you, if you click ok the record is gone forever. It can be disheartening to tell my users they nee...
Byron Grimm about 5 years ago in PS Web App & Platform / Record Management 4 Likely to implement

Closing Assignments in Meeting Minutes, RFI's Submittals, etc.

When you assign a person an item or issue, and then close the item ProjectSight should automatically close the assignment as well. You would almost never have a closed item with the assignment being open. THis helps keep the information in Project...
Jakeb Moon over 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Choose a folder to save reports in the file library

In ProjectSight, both reports and uploaded files on records are saved in a portfolio defined quick upload folder under 'ProjectSight Documents'. But reports like Meeting Minutes are stored in a different folder in our projects. It would be good to...
Patrick Schemkes about 1 year ago in PS Web App & Platform / Reports 0

Last modified fields are no longer updated when comments or file uploads are added to a record.

The way the Modified fields work eliminates the client's method to quickly look at the record list view and determine if a record has been updated. These Last Modified and Last Modified by fields were added to record views by client request (https...
William Atchison about 2 years ago in PS Web App & Platform / Document Control 0

Projectsight Invitation Email

When a user is invited to a project via email, the user is directed to a sign-in page. Upon entering the email address, the system should check if they have an existing Trimble ID account. If such account does not exist, the user should get a warn...
Trimble ProX Team over 2 years ago in PS Web App & Platform / Sign In (Trimble Identity) 0 Planned

Create Submittal Package from Submittal

It would be helpful to be able to create a new submittal package from the submittal record and auto-populate all pertinent information on the submittal package record (Author Company, Spec Section, Importance, Dates. etc) Please also add the optio...
Guest almost 5 years ago in PS Web App & Platform / Document Control 0

Add version Control for uploaded files linked to records other than drawings.

Currently a one would have to keep uploading updated files to thier record and rename them (1), (2)... Versioning is needed to efficiently keep track up changes to uploades without storing multiple copies of a file.
Guest over 5 years ago in PS Web App & Platform / File Library 0 Planned

Ability to Drag and Drop files into Projectsight File Library in List View using Chrome

Enhancement description: Ability to Drag and Drop attachments from email or file folder into Projectsight File Library using Chrome and Firefox What is the customer trying to accomplish? Client want to drag and drop email attachments or files from...
Guest over 5 years ago in PS Web App & Platform / File Library 0 Future consideration