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Field Management

236 VOTE

Portfolio Level Checklist Templates - A MUST

Currently checklist templates can only be managed at a project level. What if 30 new checklist templates are added to the template project after 50 projects have already been created. All of these jobs need the new checklists. Now someone has to g...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Field Management / Settings & Administration 20
103 VOTE

Create a FORMS module in ProjectSight

Project Sight needs a FORMS module, that allows admins to upload company template forms, by embedding writable PDF files that can be filled out as individual records. This process can be completed currently in ViewPoint Teams and needs to be inclu...
Jeremy Block almost 3 years ago in PS Web App & Platform / Document Control / Field Management 10

Required Resolution and Assignment Completion

Trimble ProjectSight allows records to be closed without requiring a documented resolution or completion of all associated assignments, leading to incomplete information, unfinished tasks, and potential compliance risks. We propose implementing a ...
Lawrence Dow 10 months ago in PS Web App & Platform / Field Management 1

Delete or Modify A Published Checklist

Currently, once a checklist template is published, there is no way to edit or delete the template. It would be helpful to either edit or delete the template. If we discover a mistake after the template has been published, it would be helpful to ha...
Dan Bentil over 6 years ago in PS Web App & Platform / Field Management 3 Future consideration

Need to be able to choose multiple locations for punchlist reports

Would simplify generating reports for multiple areas for same companies
Guest over 3 years ago in PS Web App & Platform / Field Management 1

Color coded pins for incomplete vs completed items.

When closing out items weather it be in punch or other sections, it would be nice for the task pins to change color so that it is easy to identify what items have been closed out or still need attention.
Chandler Causey over 4 years ago in PS Web App & Platform / Field Management 0

Punch List Drawing Link Thumbnails

Enhancement description:The drawing thumbnail on Punch List Reports should be zoomed-in to show the area where the punch item was placed. What are we trying to accomplish?Show on the printed report where exactly the punch item is located. How is t...
Brendan Radich over 6 years ago in PS Web App & Platform / Field Management 1 Future consideration

Want the ability to also send full attachments in a PDF Report.

Currently for example the Checklist report only shows a thumbnail and acts as a link. This is fine, but the client would like the option to have the report show the full file if selected. Best if the entire picture is displayed in the report.
William Atchison almost 5 years ago in PS Web App & Platform / Field Management 4

Checklists - Dependencies

It would be nice to set dependencies within the checklist items. For example a required text field appears if one of the other items is marked "Fail". Also just being able to set a Checklist item as required in order to mark a checklist as approved.
Hunter Dickerson almost 3 years ago in PS Web App & Platform / Field Management 0

Contracts on App

Currently, my Superintendents have had a hard time viewing Contracts and POs on the App. They have to go through File Library, contract documents, click on the vendor number (which they don't know which belongs to whom) and download the contract. ...
Lauren Smyk over 1 year ago in PS Web App & Platform / Field Management 2