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Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

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Settings & Administration

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150 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 1 year ago in PS Web App & Platform / Field Management / Settings & Administration 9

ProjectSight Audit Reporting

In the portfolio settings under Administration, the "Companies" and "Users" are greyed out. We would like to be able to run audit reports on our users. We would like to be able to see what jobs they are assigned to, what modules the user has used ...
Melissa Moore 5 months ago in PS Web App & Platform / Settings & Administration 1

Ability to limit feature access in portfolio settings.

Ability to limit feature access in portfolio settings. Currently, you can limit access to Manage Roles, Manage Users and Spec Sections. There is not a way to prevent users from accessing Report Settings,Record Settings,Budget & Cost Management...
Trimble ProX Team 8 months ago in PS Web App & Platform / Settings & Administration 0

Add the ability for Admins to change a users company.

The Admin cannot change a users company. In one case the same company was created with 2 different names and half the users were added to one and the other half to the other. Currently there is no way to correct or merge the company information fo...
Trimble ProX Team almost 5 years ago in PS Web App & Platform / Settings & Administration 0 Planned

In Portfolio Settings, Users, Allow us to search projects by Sequence * . That is where Vista syncs our Job Number.

When we are assigning a user to project(s) we can only search by project name. When they are synced from Vista, Job Number syncs to the Sequence * field for the project. The search bar in Users above projects should search in both Name and Sequenc...
Eric Elfner 5 months ago in PS Web App & Platform / Settings & Administration 0

Add a user or project setting for e-mail record attachement default setting.

Clients have preferences on how attachments are included in emails. Some want links, others want them embedded in the report, or just attached to the email. This should be a default setting in the project or portfolio. Please add as a setting so a...
Guest over 4 years ago in PS Web App & Platform / Settings & Administration 0

Allow Portfolio Administrators to view a users history / audit log

This could be useful for auditing a user's access and how they obtained it, and ensure proper procedures or requests were made if a company requires them. There should also be an audit log to see who made changes to Portfolio / Project Settings an...
Peter Baez almost 3 years ago in PS Web App & Platform / Settings & Administration 1

Checklist Templates - Changing Module

We need the ability to change a checklist module for a template once it's been published.
Hunter Dickerson 10 months ago in PS Web App & Platform / Field Management / Settings & Administration 0 Future consideration

Need security option for Settings. Specifically the ability to uncheck/unlock Portfolio Inherited settings in a project.

The client needs the ability to secure the Portfolio inherited checkbox in Project Settings. They need to have some Security Roles have access part of the Settings (companies, contacts, etc), but they do not want these same roles to be able to unc...
William Atchison almost 2 years ago in PS Web App & Platform / Settings & Administration 0 Planned

Add a Trimble ID and Last Login column in Portfolio Settings>Users.

Add a Trimble ID and Last Login column in Portfolio Settings>Users. If Trimble ID is blank or does not exist, there should be a resend invitation link next to the username. The TID column will indicate if the user has successfully created a Tri...
Trimble ProX Team over 2 years ago in PS Web App & Platform / Settings & Administration 0

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.

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