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 67

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

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 4 months ago in PS Web App & Platform / Companies & Contacts 0

Only show companies within the Project in Project Settings

It would be easier for us to view and manage the companies within a project if the Project settings only shows the companies on that project.
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Copy email addresses

As currently designed, it is not possible to highlight and copy, or right click and copy, email addresses from ProjectSight to paste into web email apps or other documents. The link copied when using a right click is not a conformed email address....
Jeremy Sibert about 1 year ago in PS Web App & Platform / Companies & Contacts 0

Company In Active Setting

Users would like the capability to make a Company 'Not Active' similar to what you can do with contacts.
Ricci Stevens about 3 years ago in PS Web App & Platform / Companies & Contacts 0

Company Deletion

Need safety protocol in place that companies and contacts cannot be deleted if they are linked to a record within the portfolio. If a user accidentally deletes a company that is linked to a Contract or Purchase Order, contract invoices and general...
Ricci Stevens almost 3 years 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 almost 6 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

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

No description provided
Guest almost 2 years 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 almost 3 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 over 3 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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