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 API
Created by Bill Fadok
Created on Mar 7, 2025

RELATED IDEAS

Ability to copy files from the template file Library to the created Project File Folders

We have several blank forms that we want to include in each project that is created for convenience and ensuring the latest version.

  • Attach files
  • Jonathan Gonzalez
    Sep 29, 2025

    This is a very important feature that I believe needs to be in ProjectSight. Our company uses PDF form templates that don't translate well to PS' native checklist format. We're currently limited to copy our entire folder structure from local file storage into Trimble Connect Sync, which ultimately reduces the functionality of having a "File Library" template. If we could have our folders AND files come over upon creation it would be very beneficial.

    Reply
  • Adam Lannan
    Apr 1, 2025

    We achieved this by creating a job called template and using that for each new job created in PS. We keep our updated checklists and forms in there.

    2 replies

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.