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 58

Ability to Edit Company Name from Company Import Template

Currently, the company name field in the excel template is locked. It would be great if you could edit this field within excel. For example, if someone imports 1000 companies in all caps but wants to change it to proper case, they will have to edi...
Hunter Dickerson over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Subscriber Branding to Portal

As the portal is the primary point of interaction for subscribers and their collaborators, there should be an option to Co-Brand this with Trimble. Can the subscriber get the opportunity to have their own logo more prominently placed - over and ab...
Guest over 2 years ago in PS Web App & Platform / Companies & Contacts 0

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 2 years ago in PS Web App & Platform / Companies & Contacts 0

Warning Pop-up for No Email Address Listed for User

There should be a pop-up warning if you try send/assign submittals, RFI's, etc to a contact on a project that are not current users or do not have an email address associated to them. Currently, ProjectSight will allow you to send/assign files wit...
Jeff Young almost 3 years ago in PS Web App & Platform / Companies & Contacts 0

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

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 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 almost 3 years ago in PS Web App & Platform / Companies & Contacts 0

Import Users to Project

Add the ability to bulk add a number of users by uploading a spreadsheet of the contacts in the correct format.
Dwain Wood almost 3 years ago in PS Web App & Platform / Companies & Contacts 1

Add a Company Website URL in Company setup with hyperlink

Currently there is not a field in the Company record for the companies website URL. It would be nice to have this field with hyperlink to make it easier to navigate to the companies website and add the URL to reports.
Guest almost 3 years ago in PS Web App & Platform / Companies & Contacts 0

Companies Management

It would be awesome if there was a way to manage Companies (Addresses & Contacts) without having access to the full Project or Portfolio Settings options. Names and Addresses can be added incorrectly via the quick the 'quick add' from a form a...
Ricci Stevens almost 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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