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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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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 over 1 year 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 over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Linking a Contact to Company Under Portfolio Setting

When adding a contact under the Company in Portfolio Settings there is an option to "link" the contact to a project (similar to Prolog). This feature does not seem to filter back to the User settings in the Project so you essentially have to add t...
Meagan Rice over 5 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

Print/Filter Company Contacts

We routinely go through our company contacts to make sure information is up to date and to verify employees that have moved on from the company have been removed as a company contact on ProjectSight. It would be very useful to be able to filter ou...
Kenani about 2 years ago in PS Web App & Platform / Companies & Contacts 0

Companies - Contract Hyperlinks

Currently in the contract History tab within a company you can view all of the corresponding contracts that have ever been written to that company. Can you add a hyperlink that will bring you to the contract that is noted in contract history tab.
Henrick Malpica over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Contact export for Outlook (or other systems)

Please add all contact fields to the grid view so that a complete export view can be created to match common imports to systems such as Outlook. Currently not all fields are available AND the contact name and address are exported as single field r...
Jeremy Sibert 10 months 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 about 3 years ago in PS Web App & Platform / Companies & Contacts 1

When deleting Contact a prompt states linked to a default assignee.

It would great if the error message for deleting a contact when there is a default assignee, if the message would include where the default assignee is located. Otherwise the client is searching every form until it is found.
William Atchison over 1 year ago in PS Web App & Platform / Companies & Contacts 1

Mass email option to all parties listed on job

It would be great to be able to send a mass email to the entire contact list. This would help in sending emails to all project particiaptes rather than having to copy their contact from project sight into outlook.
Sean Dougherty over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Companies searchable by specific Spec Section entered under the Company's Division tab

Entering the Spec Section under the Companies>Division Tab should be a searchable feature. If you are looking for a subcontractor that provides a specific service this would make it a lot easier to narrow down who provides these services. Searc...
Kenani almost 2 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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