Web release notes - December 2024

• The reports for daily report records include information about when a note was last modified. (CN 03930241 / PS-54472)
• For integrations with Viewpoint Spectrum, only the Spectrum Links feature permission is needed to see the Spectrum links in the app switcher. (CN 000000504 / PS-54987)

• A PDF that's not attached to a record can be opened successfully from the File Library. (PS-54800)
• When a portfolio is integrated with an ERP, the related feature permissions are available in the security roles. (CN 000000500 / PS-54863)

Subscription upgrades

If you are the account owner of a free project, you can upgrade your subscription to the Go version or transfer your free account to an existing paid account.

After the upgrade, make sure that you assign licenses to your team members so that they can continue to create project records.

Go version

You can upgrade your free subscription to the Go version that includes:

• The same set of record types as the free version.
• Additional settings such as security roles so that you can grant specific feature, record, and field permissions to your team members.
• An unlimited number of projects.
• Access to ProjectSight Support Services.

To upgrade your subscription, select the Discover more link on the banner. Then you can complete the license purchase and assign licenses to your team members.

Discover more link in ProjectSight

Account transfers

You can transfer your free account to an existing paid account. The owner of the existing paid account becomes the owner and operator of your account and the projects that are part of it. Your free account is also canceled.

To transfer your account

1. Ask the paid account owner for their license key.
2. In ProjectSight, select your profile picture or initials, and then select License Key.
3. Paste the license key in the license key field, and then select Apply.
4. Review the terms and conditions before you confirm the upgrade.


Terms and conditions for transferring a free account to a paid account

Daily report notifications

TC1 version

In the record notification settings for daily reports, you can send notifications to project and company contacts that aren't ProjectSight users.

Notify Contacts checkbox for daily report notifications

Trimble Connect files

TC1 version

If Trimble Connect is the file management system, and you open a file that's linked to a record, the linked file opens in read-only mode if:

• The linked record is locked by its workflow status.
• You don't have permission for the linked record type.