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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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Submittal Auto Creation - Numbering

If a team has automatic submittal numbering enabled, it will pull up the next available number. However, if they have manual submittal number, it will pull up the spec section as the number. You do have the ability to change this before the status...
Jessica Ream 2 months ago in PS Web App & Platform / Document Control 0

Submittal Auto Creation - Spec Section Field

In the current submittal auto creation, the spec section field DOES NOT populate. It would be helpful if it populated in the spec section field instead of the sub spec section field.
Jessica Ream 2 months ago in PS Web App & Platform / Document Control 0

Auto Submittal Creation - Type

In the beta version of the submittal auto creation the type doesn't always populate, and users are left reviewing the specifications and having to manually update. It would be helpful if the auto creation pulled in the type more frequently to the ...
Jessica Ream 2 months ago in PS Web App & Platform / Document Control 0

Users should be able to edit their Title, Phone Number, etc..

Right now a Portfolio Admin has to update individual users information, it would be great if users could maintain their own information.
Benjamin Crosby over 4 years ago in PS Web App & Platform / Companies & Contacts 0

Insurance Tracking for a Project

It is important to track insurance for a Company by Project, and be able to run a report that shows all companies for a project that have an insurance certificate and be able to track when that insurance expires. This portion is similar to PSW-I-8...
Julie Adler over 4 years ago in PS Web App & Platform / Companies & Contacts 0

Having Checklists only available for a security role and nothing else, so they do not have the ability to access the folder files

Currently you can hide everything except for the Files - Library folder in the security roles. We want to hide this as we want the labour on site only to be able to access the Checklist folder. There is an option to hide the Models Folder, we want...
Guest 9 months ago in PS Web App & Platform / Security Roles 0

Daily Report Search Function

In the Daily Reports when you search keyword from the main summary screen it will search items within the titles, in the record and details and even in the labor details. It doesn't appear to include the location. It would be extremely helpful if ...
Jessica Ream about 1 year ago in PS Web App & Platform / Daily Reports 1

Search Function Available on Mobile Devices

Currently - there is no search function in either Trimble Connect or ProjectSight to search for documents within the File Library on any of the mobile apps. This is a problem when you have 2000+ documents.
Mona Jimenez over 1 year ago in PS Mobile Apps / File Library 1

Preview templates before publishing

Preview template before publishing. The import doesn't work well AT ALL. I need to see what is getting published and what I'm inviting others to see and/or fillout.
Guest 7 months ago in PS Web App & Platform / Forms 0

File Management keeps Uploaded file to record even though it is deleted from the record.

This causes a separate problem for record notifications. If for example a user keeps a RFI notification and uses it to access a file that has been removed from the previous RFI record. The file will still come up from the URL link in the email not...
William Atchison 11 months ago in PS Web App & Platform / File Library 0