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219 VOTE
Created by Hunter Dickerson
Created on Jul 21, 2023

Portfolio Level Checklist Templates - A MUST

Currently checklist templates can only be managed at a project level. What if 30 new checklist templates are added to the template project after 50 projects have already been created. All of these jobs need the new checklists. Now someone has to go through painstaking task of importing all 30 templates one by one into all 50 projects. This might take multiple days to complete.


The solution: Give the ability to setup checklist templates through portfolio settings. If a project wants project specific templates they can unlock the setting at the project level like most other project settings.

  • Attach files
  • Rusty Welch
    Nov 6, 2025

    Why is this still not even something being considered? You mean to tell me that a multi-million dollar enterprise wants to spend time updating their safety checklists across their projects? This is one of the things that is THE MOST ridiculous thing that it doesn't do this.

  • Rusty Welch
    Oct 23, 2025

    Is there any traction on this?? This SHOULD BE THE WAY IT IS

  • Shelly Klarner
    Aug 22, 2025

    Please, Please, Please - This really needs to move up in the list of priorities. I just spent days uploading new templates in all our existing projects because they have to be done 1 at a time and I am not even done yet.

  • Eric Elfner
    Apr 7, 2025

    This is not getting traction in spite of all the votes. Big lift and higher priorities. Could you look at suggestion PSW-I-3065 as a shorter term fix? Give us a way to upload all of our standard templates to a project in one fell swoop, not one by one.

  • Danny Rufrano
    Feb 3, 2025

    This has so many votes! Can we get foward motion on this?

  • Kim Givens
    Jan 15, 2025

    Is this going to get implemented anytime soon???? What a waste of time.

  • Mercedes Green
    Oct 15, 2024

    Any updates on this?

  • Kim Givens
    Aug 13, 2024

    Why does this even need to be suggested. We have our template project so anything added to that should carry over to all projects immediately. What a waste of time. I now have to add the new forms to multiple projects which is a time consuming process. PLEASE MAKE THIS A RUSH FIX!!

  • Samantha Hoeft
    Aug 5, 2024

    This would save a ton of time and money to copy and paste!

  • Erika Rojas Mejia
    Apr 18, 2024

    Agreed! Is there a plan to add this feature any time soon?

  • Lucas Schutte
    Mar 21, 2024

    ProjectSight Team, Whats the status on this? This is a major inefficient process to manage from a Portfolio Level to each project and MUST be prioritized by your team please!

  • Melissa Goodwin
    Mar 18, 2024

    This feature would be very useful.

  • Jeremy Block
    Mar 7, 2024

    Please do this! A majority of the time we want all the same checklist options on all projects within a portfolio. Rarely when we want a specific checklist for a specific project, we will add it on the project level.

  • Guest
    Mar 7, 2024

    Its really sad Trimble hasn't made this change yet. This is a no brainer!!!

  • Lucas Schutte
    Feb 24, 2024

    YES!!!!!!

  • James Alvis
    Dec 7, 2023

    Highly agree, and needs to be implemented as soon as possible.

  • +119
48 MERGED

Checklist Template & Update at Portfolio Level

Merged
We are a ISO Registered Company. We have standard ISO Checklists and Forms that are required on all our projects. We need the ability overwrite all versions of a specific checklist at the Portfolio Level when changes are made - and have that updat...
Guest almost 6 years ago in PS Web App & Platform / Field Management 4