ProjectSight Product Release Blog

Stay up to date on all the great new enhancements that are coming to ProjectSight—inspired by requests and needs from you, our customers!

We’ll update this blog as the enhancements roll in, so check back regularly for updates!

June 2024: ProjectSight Product Blog Update

We have a lot of great Trimble ProjectSight product updates for the second quarter of 2024!

Read on to see what ProjectSight users can do now to better manage budget and cost, drawings, field managements (and of course, our user interface):

Budget/Cost

Balance PCO Items: The initial balance of a Potential Change Order item is the same as the Cost Applied Amount.
Manage contract invoice items with permissions: You can set record permissions to limit which security roles can create, modify, and delete contract invoice items.

To better connect your project management data to your financials, ERP Code is now included on Company and Vendor records in ProjectSight.
- After you save the drawing, the linked photos are available in the Photos module, and the linked videos are available in the File Library.

Drawings

Pinned Photos to Drawings: In Drawings, you can now add photo annotations and link multiple photos and videos to each one. The link icon shows which Projects are linked to the ERP in the Project Selection screen. (Photo annotations are only visible in the ProjectSight web app.)

Also in Drawings, you can now find drawing annotations with similar colors by using a color filter! After you save the drawing, the linked photos are available in the Photos module, and the linked videos are available in the File Library.

Field

You can now quickly identify comments in checklists, drawing sets, PCOs, and submittal packages, which now have a blue comment icon.

User Interface

Now you can customize your dashboard: See items as tiles or lists in the ”View” option.

Bookmark Trimble ProjectSight release notes (organized by month) to get the full scoop on the latest and greatest!

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December 2023: ProjectSight Product Blog Update

A lot of TLC has gone into Trimble's project management solution lately. Read on to see improvements to budget tracking, the new Vista connection, ProjectSight mobile updates, photo management, and more!

Budget Improvements in ProjectSight

Budget Units & Hours

The addition of units and hours will allow customers to go beyond tracking lump sum values by adding quantity and hours fields throughout the Budget & Cost Management module.

ProjectSight Product Release Blog

Budget Custom Views

In order to provide improved visualization and reporting in the budget module, the custom views feature has been added to this area.

ProjectSight Product Release Blog

ERP Integrations

We’re working with the Trimble Data Xchange team to connect ProjectSight to Viewpoint Spectrum and Viewpoint Vista, and will be enhancing those integrations to support the new unit & hours capabilities.

For Vista we sync phase code and budget code units, hours, unit price, and amounts. Look for similar functionality in Spectrum coming up next!

New ProjectSight + Viewpoint Vista Connections

Let’s go back to that ProjectSight and Vista integration by Data Xchange: There’s a lot to love here. We’re on Phase 1, and here the workflows included now:

Core Configuration

All Vista Customers and Vendors are available in ProjectSight to be imported as new companies or linked to existing ProjectSight companies. This creates tight relationship of customer and vendor data across Vista and ProjectSight, ensuring that records such as Subcontracts and Change Orders are associated with the correct companies.

ProjectSight Product Release Blog

Project Setup

Vista Jobs can be linked to ProjectSight Projects, which initiates the integration of project data. This allows users to create new projects in their preferred system and then link them when ready. ProjectSight Prime Contracts are automatically created from Vista JC Contracts when the JC Job is selected to be synced to ProjectSight.

Budget Management

Whether your processes are to create Budget Items in ProjectSight first or Job Phases in Vista first, this feature has you covered. The integration ensures the budget is accurately maintained between ProjectSight and Vista so users can confidently work in either system. After the ProjectSight Budget Item is linked to a Vista Job Phase, any direct edits or budget transfers performed in ProjectSight will be reflected in Vista.

Commitments

Authorized users can send Subcontracts and Purchase Orders from ProjectSight to Vista to keep Job Costs in line and ensure that Accounts Payable is ready for invoices - all without any dual entry. Alternatively, Subcontracts and Purchase Orders can be sent from Vista to ProjectSight. The integration's flexibility allows you to determine in which system commitments are originated, and the system takes care of the rest.

Change Management

When ProjectSight Potential Change Orders are sent to Vista, a PM Pending Change Order will be created for any pending or approximate changes. Once a change order is approved, Pending PM Change Orders will be removed and a JC Internal Contract Change Order will be created for the approved changes. Subcontract Change Orders can be sent from ProjectSight to Vista by authorized users.

ProjectSight + Spectrum Updates

You can link jobs, customers, and vendors, as well as sync phase codes and budget codes and send commitments to Spectrum. Additional functionality is coming to the ProjectSight/Spectrum integration in the near future.

New Photo Management with ProjectSight

Record Integration

The photos module is integrated with other record types (such as RFIs), allowing for easy linking/navigation between records. It also synchronizes photos attachments and their versions to the quick upload folder.