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 63

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 12 months 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

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 about 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 over 3 years ago in PS Web App & Platform / Companies & Contacts 0 Planned

Distribution Groups visible in User View

Currently, the only way to see if an individual is in a certain distribution group is to search the specific distribution group. It would be helpful if, in the user list, you could see what distribution groups an individual is part of.
Guest over 2 years ago in PS Web App & Platform / Companies & Contacts 0

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

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 over 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 almost 4 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

Please Add Payment Terms to Companies and Pull Terms from Company on Commitments

Payment Terms for Vendors are determined by accounting (in our case they are setup in Vista). These payment terms 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 ...
Mercedes Green 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.

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