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

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Make Companies Have a Default Security Role So New Users Automatically Get Assigned The Default Role for Their Company.

No description provided
Guest over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Attaching files to company records

Enhancement description: ProjectSight - Ability to Attach files to company records What is the customer trying to accomplish? It would be good to store & view files that are company-level on the company record itself. How is the lack of functi...
Guest over 5 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

Allow Blank Filter Values for Import Modules to Update Missing Fields on just those records

A lot of the time we are using the Import/Export to update existing records. If many records are missing a value (Type of Company on the Companies form) the only way to update just these companies is to export everything, adding a lot of unneeded ...
Mercedes Green almost 1 year ago in PS Web App & Platform / Companies & Contacts 0

Companies Searchable, Grouped or Otherwise Filtered by Region

We have branches in three states and over 800 subcontractors who serve specific regions. We can identify which region each subcontractor works with under the Company Region tab but there is no way to focus a search to include only the companies re...
Kenani over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Auto Link Companies & Contacts

When contact is linked to a record (Contract/PO) the contact and company should be linked to the Project Directory.
Ricci Stevens about 3 years ago in PS Web App & Platform / Companies & Contacts 0

For Contracts Show Quantity and UOM on Detailed Scope Report and Change Orders tab

On the contract detailed scope of work report the quantity and UOM fields are shown in the section 'Schedule of Values' for the original amounts. But in the change orders it only shows the dollar amount. Can you add Qty and UOM to the change order...
Bob Williams about 1 year ago in PS Web App & Platform / Companies & Contacts 0

Auto Format Phone Numbers

Phone and Fax numbers for contacts and companies should auto format like the option in Excel (XXX) XXX-XXXX so they are consistent, saves a lot of time entering numbers if you didn't have to enter dashes and it looks a lot cleaner.
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0

A button to resend an invitation to ProjectSight/a Project without having to delete and re-add users.

This would be useful because then you would be able to quickly and easily resend an invitation without having to go into the portfolio settings and delete a user and then having to re-add that user back in and relinking them to a project.
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Master Address book in companies for multiple portfolio's

I just want a master adress book which i can upload to each porftolio . I dont wanna waste my time to edit company contacts whenever we change our crew.
Mihael Ivančan almost 2 years ago in PS Web App & Platform / Companies & Contacts 0

Uniformity in inputting contact info into Companies & Contacts

Preset capital letters for first and last names. Preset hyphens in phone numbers Allow Admin to edit contact info (update email addresses, etc)
Guest over 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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