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.

ADD A NEW IDEA

Companies & Contacts

Showing 58

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

Contact Selector: Add Project Role Column

We would like to see the Portfolio Role and Title fields in the columns on the Contacts selector. When you have a lot of companies on a project, having the Portfolio Role field can help users to know who they need to copy. When you have a lot of c...
Brendan Radich about 2 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

Add website and social media columns in companies module

Under companies, in the address tab (or a new "web/social" tab), it would be great to have a place to enter the company's website info and common social media handles. LinkedIn, Instagram, Facebook and YouTube. We are constantly tagging our partne...
Kenani about 1 year ago in PS Web App & Platform / Companies & Contacts 0

Add Text Formatting for Contract Clarifications

The ability to add basic text formatting (bold, bulleting, color, etc.) for contract clarifications (similar to meeting items) would allow us to create more professional contracts.
Byron Grimm about 1 year ago in PS Web App & Platform / Companies & Contacts 0

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

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

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

Sort Companies by Work Type

Allow a sort option by work type in the companies tab.
Henrick Malpica over 1 year 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.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.