Leveraging Action Items in ProjectSight

In any industry, successful tracking and execution of work tasks can drive a firm toward higher margins, increased rates of productivity, and improved coverage of task responsibilities. Without that, firms risk fostering an aimless and stagnant workflow process.

Trimble’s premiere construction project software, ProjectSight, boasts an accessible and detailed user interface tailored to maximize customer efficiency in the construction industry. ProjectSight’s Action Items module allows for a detailed overview of tasks that your company needs to complete. In this Tip Tuesday, we will breakdown that module and any important details necessary for you to drive task resolution at your firm.

First, click into your Action Items module in ProjectSight. If you have not yet created an action item, this screen will be blank.
Rather than painstakingly entering our action items manually one at a time, the user interface allows us to export blank data with all necessary column headers. The use of an Excel spreadsheet will provide us with an efficient means to upload several action items at once. When the sheet downloads, open it up and you will see a view similar to mine here.
The action items module comes standard with column headers like ‘Type’, Description’, and ‘Due Date’.

Additionally, you can add more headers by entering Portfolio Settings>Records>Action Items>Custom Fields. I recommend setting their types to ‘Text’ to allow for written records, but there are several options available to you.
Once your column headers are satisfactory and you have your exported sheet in front of you, you can add data to the cells. For our purposes, I will add data to the following headers: Subject, Task Owner, Type, Status, Due Date, Description, Importance and Author. You can see below some of that data I added into Excel.
Upon completion of the data upload, you are ready import your spreadsheet. Enter your Action Item screen again and select the ‘Import Excel File’ button. You can then either drag the sheet onto the screen or select ‘Browse’ to find it in your File Explorer. Upon successful completion, you will receive this confirmation page articulating the movement of your data.
We can now see that same Excel data displayed in my Action Item module.
Additionally, ProjectSight allows for dragging and dropping of different columns and the addition or subtraction of different column headers. Simply select the three-bar icon in the top right corner of the view and this screen will provide you with the ability to check or uncheck columns depending on how you want data displayed.
To save this view, click the ‘Save’ icon next to the plus button on the left side of your toolbar.
Proper task maintenance is critical for any company to remain competitive in their market and expand their business opportunities. ProjectSight’s Action Items module provides users with an interface that is both customizable and accessible that provides any data you wish to display.  

If you have any questions regarding ProjectSight's features or are interested in adding this software to your company's project management repertoire, please visit our website - ConstrucTech Consulting - and Book a Call with one of our consultants.