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    When using export / import it should have the workflow template name as a field to choose.

    When a Workflow Template (ball-in-court) has been setup for a module and you use the export / import function it currently does not have the field for the workflow template to be chosen. This in turn brings it in without being set to a Workflow Te...
    Shelly Klarner 9 months ago in PS Web App & Platform / Workflow 0

    Add "new activity" widget for Dashboard

    It would be nice to have a widget that would direct users to the items with new activity, such as Issues with new comments, RFIs that changed status, etc. I realize that this list might be very long for some projects, so having the ability to say ...
    Alyssa Schorer about 2 years ago in PS Web App & Platform / Project Home Page / Dashboard 0

    Identify Project Manager

    The Project Team module in the app doesn't have roles. We have a lot of people on the project team. It is difficult for the field to identify the Project Manager or anyone else.
    Nancy Burriss about 2 years ago in PS Mobile Apps / Other 0

    Use Trimble Connect releases in ProjectSight

    When publishing drawings from Trimble Connect to the ProjectSight Drawing Sets, you can only choose loose drawings. In the process of publishing we would like to record the delivery on both sides. We can create a release in Trimble Connect to reco...
    Patrick Schemkes about 3 years ago in PS Web App & Platform / Drawings 1

    Change Trimble Connect default folder permissions of ProjectSight records to 'no access'

    Whenever I create a record in ProjectSight, the attachments are automatically saved in a folder on Trimble Connect that matches the record number. The issue is that the default permissions on these folders are set to "full access." This means that...
    Patrick Schemkes about 3 years ago in PS Web App & Platform / File Library 0

    Ability to change the default for the Include As in Emailed Reports

    In ProjectSight when you select a report to email and there are files attached it currently defaults to include AS – LINK. You have the option to use the drop down and change from LINK to ATTACHMENT or EMBED IN REPORT. Would like the ability to be...
    Jessica Ream over 4 years ago in PS Web App & Platform / Settings & Administration 0 Future consideration

    CM Report

    Currently there is no report in PS that shows the current cost status of the subcontractors. I can print a contract report, i can print a CO report. But it would be nice to have one that shows their contract amount plus all approved CO's to date f...
    Lauren Smyk almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

    Report Formatting - Larger Thumbnails of Linked Files

    Please see attached comparison of ProjectSight report with Plangrid. Client sees value in ProjectSight and Connect but would like the thumbnails to linked files improved per the attached. Comment is "the thumbnails are too small and not an enlarge...
    Guest over 7 years ago in PS Web App & Platform / Reports 1 Future consideration

    Show linked sheets after answered RFI has been posted in RFI summary module

    In order to quickly audit answered RFIs and make sure that they have been posted to applicable drawing sheets, add a field that shows the linked sheets on the summary page. This feature is already included within the RFI - but you have to click on...
    Mary Kay Bunker over 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

    Change Notification Email to User Name

    Ability to change email notifications from "ProjectSight@" to "UserName@projectsight.com". This will allow recipients to recognize emails as action items vs junk.
    Courtney Foster over 1 year ago in PS Web App & Platform / Notifications 0

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