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

Connection in App Xchange

Obtain Access Token Client Credentials Config values

To obtain these values, you must be an API user with ProjectSight API credentials. For more information, see the ProjectSight Help article on the ProjectSight API which includes the details needed for the configuration parameters below.

1. Email ProjectSight API Support to request ProjectSight API credentials and your Account ID. Record your Account ID for later.

2. Set up your API user with Trimble ID.

3. Go to the Trimble API Cloud site and log in with your API user credentials.

4. Select ProjectSight.

5. On the ProjectSight page, select Get Key.

6. Record the values for the Application Name, Consumer Key, and Consumer Secret for later.

The access token client credentials are created.

Connection Details

The ProjectSight connector has not yet been updated to use a formally defined connection. Details on configuring this connector and providing the credentials needed for integration usage are provided below.

Additional Configuration

• • 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.

PrimarySpec

• • 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/

AccessTokenClientCredentialsConfig

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

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

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

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

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.

• 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.

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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