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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

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 over 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

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 over 3 years 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 almost 3 years 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 about 1 year 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...
Ciaran O'Brien over 3 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 about 2 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 over 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 over 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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