RELATED IDEAS
Create a FORMS module in ProjectSight
Project Sight needs a FORMS module, that allows admins to upload company template forms, by embedding writable PDF files that can be filled out as individual records. This process can be completed currently in ViewPoint Teams and needs to be included in ProjectSight to help users go paperless in the field and automate the process of archiving these documents. Users should be able to (blue plus sign) create a new form, select which form they want to fill out, fill out the writable PDF form, enter any required “user defined fields” outside of the PDF, save, and close out. The idea then is that all forms are saved into a database by project. Searchable by template type, date range, creator of document, UDF’s, etc. when the record is selected, a user can view, download, print or email the PDF. These forms would also be available and live in Trimble Connect.
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Uploading checklist templates does this function.
https://prod.projectsightapp.trimble.com/Web/Web%20Help/Content/Online_Help/Settings/Web-Records-Checklist-Templates.htm?Highlight=checklist
Our current workaround is to have users fill out a PDF and attach it to a "Submission" template. ProjectSight really should have PDF functionality to compete with Autodesk and Procore.
This is not a sentiment or wish list item but a necessity. The checklist module does not even come close to a forms module for transferring information to and from the field.
This would be very helpful. This is probably the biggest drag on the software and with a "Forms" module, it would elevate PS to the next level.
Any update on this? Its been over a year! We keep being told ViewPoint Teams will be discontinued. Really need to get this functionality into ProjectSight!!!
Trimble has severely dropped the ball on this item, along with other items like meetings and inspections etc. not sure who is in charge over there but they need wake up!
Another option is just allow users to make edits to writable pdf's that are attached to checklist item comments. Unfortunately, it lets you edit the writable PDF attached to the checklist comment, but does not save the edit after closing out of it.
This is critical component especially as it pertains to the daily report tool. Currently the tool does not allow for any customizable entries or prompts and basically allows for automatic weather data, miscellaneous notes and slow uploading of photos. As a site reporting tool, this needs some major improvements to enable customizable prompts for critical data collection on individual trades, safety inspections, site meetings, issues/incidents, general progress, deliveries, mock-ups, delays, etc.