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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.

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Companies & Contacts

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Company Quick Add - Required Fields

The Company & Contact Quick Add is an awesome feature unless you have made addtional fields required for creation such as Federal ID Number. If you have required additional fields you will get an error and not be able to create the new Company...
Ricci Stevens almost 3 years ago in PS Web App & Platform / Companies & Contacts 0 Planned

Crew Setup hours calculation improvement for clarity

Enhancement description: In the Crew tab of a Company record the Hours per Day should be modifiable and not locked out. If the Start and End time isn't specified, the calculation is confusing. Modifying the 'Default hours', which acts as a sort of...
Guest about 3 years ago in PS Web App & Platform / Companies & Contacts 0

Submittal Responsible Company Sort and Batch Edit should show all Project Companies

Enhancement description: Submittal Responsible Company Sorting and Batch Edit dropdown lists should show all Project Companies and not just companies found in the Project Teams tab. If the magnifying glass is clicked the list of project companies ...
Guest over 3 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

Provide a security setting on the Project Contacts toggle in a record contact search.

In a full window contact search from a record, only the two Admin roles can toggle the Project Contacts toggle. There needs to be a security setting to provide access to this toggle separately.
Guest about 4 years ago in PS Web App & Platform / Companies & Contacts 0 Defect

Linking Contacts to Projects in Import Form

Currently, when filling out the import form for companies and contacts, there seems to be no way to link the contacts to a specific project. This means, a user has to go through each new contact and assign them to the right project, after import. ...
Dan Bentil over 4 years ago in PS Web App & Platform / Companies & Contacts 0

Select Legal Document Info from Company List

On Legal Document Information, allow the Owner, Contractor, & Architect to be selected from the Company List, similar to Prolog Manager. This would allow us to build reports that link these names with their company information.
Byron Grimm over 4 years ago in PS Web App & Platform / Companies & Contacts 0

KEY CONTACTS MORE FIELDS

No description provided
Jack Bowen 2 months ago in PS Web App & Platform / Companies & Contacts 0

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 8 months 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 9 months ago in PS Web App & Platform / Companies & Contacts 0

Please Add Tax Field to Companies and Pull From Company on Commitments and Invoices

Taxes for Vendors are determined by accounting (in our case they are setup in Vista). These taxes need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ProjectSight. On...
Mercedes Green 11 months 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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