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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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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

Key Word Search - Include Comments

The keyword search is great, but can it include annotations/comments? Attached example - Comment shows to 'Add (4) 4" Sleeves'. If I were to do a keyword search for 'Sleeve' I would want that comment to show on the results in addition to those on ...
Ricci Stevens 7 months ago in PS Web App & Platform / Drawings 0

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

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

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

Filter View List

When viewing records in the "View List" be able to sort/filter from the header.
Guest over 4 years ago in PS Web App & Platform / Views 0 Future consideration

Set Default Report as a Project Setting

We would like the ability to choose the default Report format at the Project Level instead of only at the Portfolio level. Here are 2 examples: 1) We have a project that uses a custom RFI print format and we would like to have that the default for...
David Olivet over 3 years ago in PS Web App & Platform / Reports 0

Add a PCO filter that filters all PCOs coded to a certain budget code.

There is currently no way to filter PCOs by budget code. A filter would be nice to see all PCOs that are coded to a particular budget code. If a user wanted to run a report for all PCOs being attributed to "Trade Partner X" they could filter the P...
Guest about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Make Navigation and Display in Transmittals the same as Submittals

Currently the Transmittal module is the only one that has a "Send" button which is odd and causes a lot of confusion. When you click the "Send Transmittal" button the History tab doesn't track that it got sent either so you don't know it is was se...
Jeff Miller over 1 year ago in PS Web App & Platform / Document Control 0

Ability to Customize PS Invitation Email to External Users

Give us the ability to modify the standard text of emails being sent from the system to our clients? For instance, when we add a User to the system and they need to set up a user name and profile we would like that email to be modified slightly. W...
Jeff Miller over 1 year ago in PS Web App & Platform / Notifications 0