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 65

Add multiple team members at one time as part of a group.

When adding team members, we would like to be able to select a group, (EX: "Site Department") that then adds all of the members in that group to the project. Currently we have 10-15 people in a department that need to be on all projects that depar...
Guest 9 days ago in PS Web App & Platform / Companies & Contacts 0

Assignments and CC's Search

During one of the last updates the ability to sort by company on the web platform was removed. Now when typing to search it takes way longer to select contacts for assignments or cc's for RFIs, Submittals, FWD, etc. . With this there is also times...
Carrie Gilbert about 1 month ago in PS Web App & Platform / Companies & Contacts 0

Project Role Default

It would be nice to set a default project role in the company setting so we don't have to set them up on every job. All of our people always have the same role. Not everyone is on every job so we can't use the template.
Nancy Burriss 7 days ago in PS Web App & Platform / Companies & Contacts 0

Main Contact Auto Selection

Currently, you have 1 main contact associated with each company. Therefore when filling out a company field on a purchase order, transmittal, contract, and/or other module records it selects the main contact automatically. This makes it an extra s...
Henrick Malpica over 1 year ago in PS Web App & Platform / Companies & Contacts 2

Contact Entry - "Crew" Default Value

When entering new contacts, they are assigned a default selection of "N/A" under the "Crew" column. This automatically adds them to the list of workers that show up in the Labor tab. ProjectSight should make it so that this "Crew" default value ca...
Scott Rappold over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Add prefix or suffix to the contract number

We would like to see a prefix or suffix as a setting to the contract number. We are trying to include the project number into the contract scheme.
Megan Craven about 1 month ago in PS Web App & Platform / Companies & Contacts 0

Merge Companies

Ability to Merge Duplicate Companies that have been entered by different users.
Ricci Stevens about 5 years ago in PS Web App & Platform / Companies & Contacts 1 Future consideration

KEY CONTACTS MORE FIELDS

No description provided
Jack Bowen 10 months ago in PS Web App & Platform / Companies & Contacts 0

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 about 4 years ago in PS Web App & Platform / Companies & Contacts 2

Subcontractor Compliance

We would like a way to track sub compliance and lien waivers within a project on ProjectSight.
Aaron Deister 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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