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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 about 1 year ago in PS Web App & Platform / Field Management 1

Create Record from Checklist

When working in Checklists on the mobile app we would like to be able to create a record from the checklist item. Typically it would be an Action Item or Notice to Comply item. This is available on the web version but not on the Mobile app.
Guest over 2 years ago in PS Mobile Apps / Checklist 2 Future consideration

Invites should include an option to add them to a Distribution Group

When sending a new invite, we should have the ability to add them to a Distribution List at that very moment. That way someone would not have to constantly be checking the Distribution List to make sure new members don't need to be added to the list.
Dwain Wood over 1 year ago in PS Web App & Platform / Settings & Administration 0

Print feature should be available on Phone and iPad.

Our field guys need to send a pdf report out of the daily report, and currently, the only way to generate reports is on the laptop. All of them prefer to use the iPad or Phone because of the ability to add photos to the report by using the camera....
Guest over 3 years ago in PS Mobile Apps / iPad 4 Future consideration

Mark-up Drawing and E-mail Snip of Screen View

Sometimes drawings need to be marked up for clarification and shared out. I'd like to be able to mark up the drawing on my iPad and print a screen view of the mark-ups. It should print the view on my screen whether it is zoomed in or out at the ti...
Casey Schick about 4 years ago in PS Mobile Apps / iPad 2 Will not implement

Better Automatic Submittals

See also: https://projectsight.ideas.aha.io/ideas/PSW-I-3078 https://projectsight.ideas.aha.io/ideas/PSW-I-1887 We've done some testing with ACC, ProjectSight's BETA feature, and directly with various A.I. models (via OpenRouter). My current ranki...
Brendan Radich about 1 year ago in PS Web App & Platform / Record Management 1

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal)

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal). A requirement on most projects. Removes a step for most customers of ProjectSight every time they create an RFI or Submittal.
Teresa Hiller over 2 years ago in PS Web App & Platform / Document Control 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 about 1 year ago in PS Web App & Platform / Workflow 0

Ability to Upload Entire Folders to File Library

I wanted to suggest a feature enhancement for the File Library. Currently, users can only upload individual files, but not entire folders. It would be extremely helpful to have the ability to upload a full folder (and its subfolders) directly into...
Tim Long about 1 year ago in PS Web App & Platform / File Library 1

Assign Workflow Templates to multiple Submittal records at the same time

After importing a submittal list, we would like the ability to select multiple submittal records and assign them a Workfllow Template all with one click. Rather than having to go in to each record and assign the same workflow over and over...
Nigel Starr 8 months ago in PS Web App & Platform / Document Control 0