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 Portfolios
Created by Mercedes Green
Created on Oct 9, 2025

RELATED IDEAS

Copy Portfolio Settings

We have multiple portfolios that we always want to keep the same. If we have a company-wide change to a role or how we do a Change Order, I literally have to keep multiple screens open and go through every setting on the records and security roles and redo manually for the other portfolios. Even reports are manually updated.

For customers that want to use the same "master" portfolio for all portfolios, this would be extremely useful to somehow do.

  • Attach files
  • Guest
    Oct 16, 2025

    Recommendation: Stop using multiple portfolios for jobs that operate the same way. If you have a one off job you can unlink it from the portfolio settings and change just that project. You only need to create a new portfolio for a group of jobs with the same settings that are mutually exclusive from the standard.

    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.