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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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Showing 2191

Create a Project from the Template project by default

Can we add a feature so you can default the template project to be preselected in the create project screen, I have attached a screenshot for reference.
Henrick Malpica over 1 year ago in PS Web App & Platform / Project Home Page 0

Closeout

Is there any way Trimble can adjust their settings so that when a project status is moved from Construction to Closeout, that weather stops tracking if it has been set up to automatically record? Reason being that daily reports are still getting c...
Denise Mark almost 2 years ago in PS Web App & Platform / Workflow 1

Notification Tracking

Can you add the ability to track notifications? Read, bounced, etc.
Ricci Stevens about 3 years ago in PS Web App & Platform / Notifications 0

Ability to pull in checklist templates from sample project for use in new projects or project templates

It would be nice to have these to start from in future projects, and as other ideas have noted, the ability to change them on portfolio and project levels. Maybe there could be an optional record setting turning them on, or in the least, some info...
Guest over 2 years ago in PS Web App & Platform / Field Management 0

Add link to detailed item in transmittal tool

There is a disconnect between the detailed items in the transmittal and the attachments. It would be beneficial to link the document to the detail item in a transmittal to make sure that there is no confusion with documents in the transmittal.
Drew Polahar over 4 years ago in PS Web App & Platform / Links 0

File Attachments Name Header - Yes/No Option

When a document is uploaded to the record in submittals and rfi's for example, a file name label is created and placed at the top of each sheet of that attachment. Sometimes the file label overlaps onto information that the user wants to be shown ...
Guest over 4 years ago in PS Web App & Platform / Links 0 Future consideration

Custom Fields in the Short Form

Can we get custom fields into short form instead of the custom field tab/required field when creating new record? If there's a field we need to be required, we'd prefer it appear for our users on the short form and not have to open the full form t...
Guest over 5 years ago in PS Web App & Platform / Custom Fields 0 Future consideration

Administrative Reporting

It would be extremely helpful to have the ability to track the history of changes in the Portfolio Settings and to be able to report on this. When there are multiple Portfolio Admins or when you are trying to coordinate settings across multiple Po...
Ricci Stevens almost 3 years ago in PS Web App & Platform / Settings & Administration 0

ProjectSight - Record Linking

It would be helpful if the Links function in the admin settings had more options other than just Create, Delete, Modify and View. There are several situations where you will want individual to be able to create, modify and view links on records su...
Jessica Ream 8 months ago in PS Web App & Platform / Links 0

Expiration Date for Outside Users

Ability to set an expiration date on outside entities access projects (Trades, Design, etc.)
Ricci Stevens almost 5 years ago in PS Web App & Platform / Settings & Administration 0