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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.

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  • 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

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