ProjectSight

The ProjectSight connector empowers users to centralize project data, automate data transfer, and improve visibility across all connected platforms.

The ProjectSight connector provides a robust programmatic interface to the ProjectSight construction management platform, enabling comprehensive integration with external applications. It facilitates data exchange across key project management domains like portfolio oversight, project tracking, financial management, and document control. It also provides access to portfolios, projects, companies, budgets, users, budget code structures, potential change orders, purchase orders, subcontracts, contracts, RFIs, and submittals. 

It uses modification endpoints facilitate the creation, update, and deletion of records, enabling data synchronization between integrated systems. It also supports advanced actions, such as uploading files, managing workflow states, and linking projects to ERP systems, empowering complex workflow automation. This extensive access enables developers to build sophisticated integrations to improve project management efficiency.

User Access

To access the developer environment for ProjectSight, see Trimble Developer Documentation.

Engagement and Training

If you would like additional training or to ask for enhancements to this connector, please view the following resources:

Sample Applications For ProjectSight API on Github

Technical Documentation

Technical documentation for this product may be viewed at Trimble Developer Documentation.

Connector Endpoints

The documentation below is an OpenAPI description (OAD) of each module in this connector.

Note: This is provided as a quick view of coverage and capabilities. The API and endpoints documented are used internally by the platform and not directly by end users.

• • ProjectSight v2

Connecting in App Xchange

Before you can use this connector, you must complete these steps.

1. Obtain Access Token Client Credentials Config values.
   For instructions, see Obtain Access Token Client Credentials Config Values.

2. Enter the connector details in App Xchange. If you are using the general configuration method, check Configuration for additional connector details.
   Note: Depending on the workspace type, this connector uses either a connection or fields built into the general configuration to manage credentials. Either method works. Eventually, connections will be used in all workspaces to allow for more data protection enhancements.

   • OAuth Client: Create a new OAuth Client using the OAuth 2.0 Client Credentials connection definition. Enter the values you recorded from the Trimble API Cloud site in step 1. For instructions on creating a new OAuth Client, see Create an OAuth Client.

Connection Details

2. • Account Id: Request this from ProjectSight API Support or call the ProjectSight API and get your Account ID using the accounts endpoint.
     Note: This is only required when using the Portfolios endpoint.

If prompted, also enter the following details in the general configuration:

2. • Base URL: https://api-usw2.trimblepaas.com/projectsight-v1.0/
     Note: If this base URL does not work, try the following as a backup: https://cloud.api.trimble.com/projectsight/us1/1.0/

Configuration

The properties below influence the behavior of this connector. Which ones are necessary depends on the integrations or automations for which they are used.

• Real-time Action Processing: This feature should always be enabled for optimal performance. Only disable it if you are advised to do so by support.

XApiKeyConfig

• x-api-key: No value needed. Do not enter anything here.

ProjectSightv2 Registration Settings

• • Workspace Id: Not required for most endpoints. This is only needed for private ERP endpoints.

Connector Details

Note: Only complete the following fields if you have not yet entered them as part of the connection.

• Client Id: Enter the value you recorded from the Consumer Key field on the Trimble API Cloud site.

• Client Secret: Enter the value you recorded from the Consumer Secret field on the Trimble API Cloud site.

• Client Expiration: Enter the expiration date for your client credentials, if any.

• Token URL: https://id.trimble.com/oauth/token (default)

• Scope: Enter the value you recorded from the Application Name field on the Trimble API Cloud site.

• Client Authentication: Select either Basic auth header or Client credentials body depending on how the API is configured.

User Support

If you encounter a problem or need support for this connector, please create a ticket at App Xchange Support or email xchange_support@trimble.com.

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