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Welcome to the ProjectSight Idea Portal

Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

This portal is for suggesting enhancements only. If you are experiencing a product defect, please contact support.

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Companies & Contacts

Showing 70 of 2331

Adding Team Members - Default Company

Our project teams are able to add/invite members to their jobs. When they invite members the default company is set to our company. If our team members forget to change the company name, it cause issues and we then have to fix. It would be nice to...
Melissa Moore about 2 months ago in PS Web App & Platform / Companies & Contacts 0

Main Contact Auto Selection

Currently, you have 1 main contact associated with each company. Therefore when filling out a company field on a purchase order, transmittal, contract, and/or other module records it selects the main contact automatically. This makes it an extra s...
Henrick Malpica over 1 year ago in PS Web App & Platform / Companies & Contacts 2

Assignments and CC's Search

During one of the last updates the ability to sort by company on the web platform was removed. Now when typing to search it takes way longer to select contacts for assignments or cc's for RFIs, Submittals, FWD, etc. . With this there is also times...
Carrie Gilbert 5 months ago in PS Web App & Platform / Companies & Contacts 0

Merge Companies

Ability to Merge Duplicate Companies that have been entered by different users.
Ricci Stevens over 5 years ago in PS Web App & Platform / Companies & Contacts 1 Future consideration

Contact Entry - "Crew" Default Value

When entering new contacts, they are assigned a default selection of "N/A" under the "Crew" column. This automatically adds them to the list of workers that show up in the Labor tab. ProjectSight should make it so that this "Crew" default value ca...
Scott Rappold over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Add prefix or suffix to the contract number

We would like to see a prefix or suffix as a setting to the contract number. We are trying to include the project number into the contract scheme.
Megan Craven 5 months ago in PS Web App & Platform / Companies & Contacts 0

Project-Specific Crew Setup

When adding Crews to ProjectSight, give the user the ability to assign the Crew to a project (similar to Contacts). In the Daily Reports module, only show Crews that are assigned to the project.
David Olivet over 4 years ago in PS Web App & Platform / Companies & Contacts 2

Add user to a new project by default.

In our previous software we could setup foreman and various office staff members to be added to all NEW projects by default. We have about 80 people that need to be on every project by default. It was a simple checkbox on their settings page. It i...
Robert Brown 4 months ago in PS Web App & Platform / Companies & Contacts 0

Subcontractor Compliance

We would like a way to track sub compliance and lien waivers within a project on ProjectSight.
Aaron Deister over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Company Contract History Should Auto Populate

It is important to be able to track all contracts connected to a specific subcontractor/company. Currently, this has to be added manually under Contract History in the Companies module. It would be very helpful if the Companies Contract History au...
Kenani over 2 years ago in PS Web App & Platform / Companies & Contacts 0