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
Status Already exists
Workspace PS Web App & Platform
Categories Record Management
Created by Jason Phillips
Created on Nov 24, 2025

RELATED IDEAS

Routine action item creation

There is a significant amount of "routine" action items that are required in a project. Like obtaining a COI or securing the P&P bonds. It would be nice if these routine action items could be put into a template that can be uploaded when the project is created so they don't have to manually input one by one every time a project is created.

  • Attach files
  • Admin
    Michael Peterson
    Nov 25, 2025

    Hi @Guest , today you can use the excel export/import feature to bulk create these types of records. That would be the recommended way to accomplish this task.

    1 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.