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

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

Insurance Tracking for a Project

It is important to track insurance for a Company by Project, and be able to run a report that shows all companies for a project that have an insurance certificate and be able to track when that insurance expires. This portion is similar to PSW-I-8...
Julie Adler about 3 years ago in PS Web App & Platform / Companies & Contacts 0

Auto Format Phone Numbers

Phone and Fax numbers for contacts and companies should auto format like the option in Excel (XXX) XXX-XXXX so they are consistent, saves a lot of time entering numbers if you didn't have to enter dashes and it looks a lot cleaner.
Guest about 3 years ago in PS Web App & Platform / Companies & Contacts 0

Contacts - Copy Phone & Fax from Location

When I'm adding new contacts, there's a column for "Location *" where I can pick their location for that company, why doesn't the telephone and fax number copy automatically from the Location I selected for the contact? Would save a lot of duplica...
Guest about 3 years ago in PS Web App & Platform / Companies & Contacts 0

Insurance Tracking

Need the ability to link/classify insurance based on needs: * Global (all projects)* Project Specific (select projects)* Contract Specific
Ricci Stevens about 3 years ago in PS Web App & Platform / Companies & Contacts 0

A button to resend an invitation to ProjectSight/a Project without having to delete and re-add users.

This would be useful because then you would be able to quickly and easily resend an invitation without having to go into the portfolio settings and delete a user and then having to re-add that user back in and relinking them to a project.
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

Project-Specific Crew Setup

When adding Crews to ProjectSight, give the user the ability to assign the Crew to a project (similar to Contacts). In the Daily Reports module, only show Crews that are assigned to the project.
David Olivet over 3 years ago in PS Web App & Platform / Companies & Contacts 1

Uniformity in inputting contact info into Companies & Contacts

Preset capital letters for first and last names. Preset hyphens in phone numbers Allow Admin to edit contact info (update email addresses, etc)
Guest almost 4 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

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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