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.
Add a new idea Subscribe
Workspace PS Web App & Platform
Categories Settings & Administration
Created by Eric Elfner
Created on Dec 10, 2024

RELATED IDEAS

Copy Team Members from Another Project

We sometimes have projects that are very similar to others, not only using our same employees but lots of the same subcontractors and architects. It would be great if you could copy the list from another project and trim the ones you don't need rather than adding one by one. Huge time saver!

  • Attach files
  • Matney Searcy
    Dec 23, 2024

    Hi Eric, a method that may be useful (especially for the individuals who you are routinely working with like an architect) is adding them at the Portfolio level via the "Users" tab, then allowing them access to specific projects within that Portfolio. See attached for picture reference. This may save you a few steps versus adding them to each project.

    Adding users to...
    Adding users to multiple projects.png
    Open full size
    Adding users to multiple projects.png
    Reply

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.