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 65

Users should be able to edit their Title, Phone Number, etc..

Right now a Portfolio Admin has to update individual users information, it would be great if users could maintain their own information.
Benjamin Crosby over 3 years 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 about 2 years ago in PS Web App & Platform / Companies & Contacts 0

Insurance Tracking for a Project

It is important to track insurance for a Company by Project, and be able to run a report that shows all companies for a project that have an insurance certificate and be able to track when that insurance expires. This portion is similar to PSW-I-8...
Julie Adler over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Contact / User Identifier

It would be extremely helpful to have an indicator next to Project Contacts' names showing if they are an actual user or just a contact on the project. A simple (C) or (U) after the name would accomplish this.
Ricci Stevens over 2 years ago in PS Web App & Platform / Companies & Contacts 2

Merge Contacts

Enhancement description:Allow us to merge user together What are we trying to accomplish?Merge duplicate users that were created with different email address, but are actually the same person. How is the lack of functionality affecting the busines...
Brendan Radich over 5 years ago in PS Web App & Platform / Companies & Contacts 0

Adding Scope of Work to Project Directory & Separate Suppliers from Subcontractors

We sometimes give project directories to owners. This will clearly spell out who does what. Check out Prolog's project directory, much more complete.
Guest 3 months ago in PS Web App & Platform / Companies & Contacts 0

Please Add more Fields to the ERP Vista AP and AR Customer integrations

Each Customer and Vendor added into ProjectSight from Vista are left with a blank company type. Would be a very simply modification to tag each AP Vendor as Vendor Type and AR Customer as Customer type. As of now, I have to export all the blanks, ...
Mercedes Green over 1 year ago in PS Web App & Platform / Companies & Contacts 1

Enhanced User Report

to measure user metrics, require a report that displays the project he/she accessed, activity done during the day and the downloads
Caroline Ritschel 3 months ago in PS Web App & Platform / Companies & Contacts 0

Company Management

We need a company ID added to the Company Setup so that the ID can be the unique identifier and not the Company Name. We have customers who are doing business with ACME Construction in Texas and ACME Construction in California but they are complet...
Ricci Stevens about 3 years ago in PS Web App & Platform / Companies & Contacts 0

Insurance Tracking

Need the ability to link/classify insurance based on needs: * Global (all projects)* Project Specific (select projects)* Contract Specific
Ricci Stevens almost 4 years ago in PS Web App & Platform / Companies & Contacts 0

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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