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PS Web App & Platform

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"Assigned to Me" & Total Assignments Count Side Bar on Project Portfolio Level

It would be valuable for many users to have a sidebar, like the one on the project dashboard, but at the portfolio level that displays their Assignments grouped by project. This would eliminate the need to open each individual project to see what ...
Hanna Rudzik about 1 month ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Assign Workflow Templates to multiple Submittal records at the same time

After importing a submittal list, we would like the ability to select multiple submittal records and assign them a Workfllow Template all with one click. Rather than having to go in to each record and assign the same workflow over and over...
Nigel Starr 14 days ago in PS Web App & Platform / Document Control 0

Ability to copy submittal records and assigned workflows from a template project to a newly created project

We'd like to have a template project, include a standard list of submittal records. We want this standard list of submittal records and assigned workflow templates to populate in to the new project.
Nigel Starr 14 days ago in PS Web App & Platform / Document Control 1

Bulk create and assign checklists/ forms

For instance in a project involving 60 apartments, checklists currently have to be created one by one for each unit. The idea is to have a feature that allows a specific form to be assigned to multiple locations simultaneously.
Stefan Jansen 14 days ago in PS Web App & Platform / Forms 0

(DARK MODE) ProjectSite / Trimble Website

Looking at white screens all day wipes you out- especially when you utilize Project Site all day long. I've looked, but it seems like it doesn't exist- maybe the possibility for a Dark Mode on the ProjectSite / Trimble web page? Togglable option O...
James Hoefer 10 days ago in PS Web App & Platform / Navigation / UI 0

Custom / Additional Project Menu Options

We would love the ability to create new Project Menu options (such as "Action Items") with our own titles to try and keep everything user friendly and on one screen. Some specific application for this would be "Work Packages." "Fabrication Package...
James Hoefer 10 days ago in PS Web App & Platform / Custom Fields 0

As-Built Export with ability to decide which annotations to include

When exporting the drawings using the Project Export you should be able to choose which annotations you'd like to include in that export. Right now its all or nothing. So, when you try to export the drawings for as-builts it will include issues, p...
Chelsea Slattery 20 days ago in PS Web App & Platform / Import/Export 0
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 over 2 years ago in PS Web App & Platform / Field Management / Settings & Administration 20

link in the records reports

When creating a summary report for a record, it would be helpful to include a direct link to the record in the PDF or Excel file, allowing the user to click directly to the correct record. This link is also included in the email to the assigned us...
M. van den about 1 month ago in PS Web App & Platform / Reports 0

Prime Contract Change Orders / Schedule of Values / Display Revenue Amount

When adding a PCCO to a Billing SOV, the Budget amount of the PCCO is added not the Revenue amount. It should be adding the Revenue amount of the PCCO. It can be changed manually but if not caught, the SOV could be adding the wrong value of the PC...
Natalie Abshier 5 days ago in PS Web App & Platform / Budget & Cost Management 0