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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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Add 'From' and 'To' company addresses on the Application for Payment reports. Currently only the Company names appear.

Open a project and navigate to "Budget and Cost Management-Application For Payment"Open an application for payment and Print a report. Note that the addresses for the 'To' and 'From' companies do not appear on the report. Client would also like th...
Guest almost 6 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Add Default "View-Only" Security Role

Client requests "a typical "view only" user role if we want to share reports, but not allow any changes.". Note that this can already be accomplished by manually creating a new Role with read-only permissions to all areas of ProjectSight. We can c...
Guest almost 6 years ago in PS Web App & Platform / Security Roles 0 Future consideration

Create a help page that lists fields available in the Crystal Reports XSD files

Create a description of the XSD files available and add it to the Projectsight help. The idea here is to provide a reference source to users creating custom Crystal Reports that explains what fields are available in the XSD files.
Michael Worthington almost 2 years ago in PS Web App & Platform / Reports 1

Better Attachment Printing/Visibility Controls

Problem: Throughout the life an RFI, it's common to have many attachments for references or proposed solutions. When printing the RFI after it has been answered, a user has to know which ones to select to include in the printed version. Otherwise,...
Brendan Radich about 3 years ago in PS Web App & Platform / Reports 0

Need to Batch Edit Sharing

We might not want to show all RFIs amd Submittals to project users when they arw open and the workflow statuses only work with edit ability not if they can view the record In Viewpoint Team we have the option to toggle private or public in batch...
Mercedes Green 11 months ago in PS Web App & Platform / Document Control 0

Add User Preference to Disable Help Popups in Budget Screen

When you're moving your mouse around the budget screen you are inundated with popups (Phase Code, Description, Linked to Vista, column headers). They don't disappear until you click somewhere else. Can these be disabled in the user preferences?
Mercedes Green 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Daily Reports - Show Budget Code Description in Addition to Budget Code

Currently the Daily Report only shows the code itself. Users need to also see the Budget Code Description as well. See attached screenshot.
Hunter Dickerson 11 months ago in PS Web App & Platform / Daily Reports 0

Drawing Stamp

Can we implement the "Rubber Stamp" function in the drawings module like it currently is in Submittals? It would be great to have the standard stamps and be able to customize and create new stamps.
Ross Cravens almost 2 years ago in PS Web App & Platform / Drawings 0

We would like to see the hyperlinks that we create in a record reflected in the notification. This allows us to send files to Project contacts, and they can download them without needing a Trimble ID. The hyperlink we use is Shared link with any user from Trimble Connect

This allows us to send files to Project contacts, and they can download them without being a user of the System. The hyperlink we use is Shared link with any user from Trimble Connect.
Arnold Pit almost 2 years ago in PS Web App & Platform / Notifications 0

Ad Hoc Reporting Size

Having the option to select letter size or legal size in regards to Ad Hoc template outputs would make them a little more user friendly in accomodating more information.
Ricci Stevens over 3 years ago in PS Web App & Platform / Reports 0 Future consideration