Skip to Main Content
Coming Soon: On April 2nd, all Suggestion Boxes will be migrating to The Network, Trimble's online user community. Your posts, votes, comments, and user accounts will transfer. This site will become read-only after the migration, and this banner will have a link to the new location for ProjectSight suggestions.
Status Future consideration
Categories Custom Fields
Created by Guest
Created on Apr 25, 2019

Set Default Views at Portfolio Level

It would be beneficial to be able to adjust the default view portfolio-wide, especially on RFI list view, as a starting point for users. This would promote better efficiency from the onset and allow the list view to function as a dashboard.

  • Attach files
  • Mark Livolsi
    Mar 28, 2024

    Looked into this today as we try to create a workflow that includes the ability to VOID Records as our Users do not have permission to Delete as there is no recovery for this. Being able to adjust the Default View would allow us to hide those Voided Records while not completely deleting them.