Companies

In the portfolio or project settings, you can create company records. The list of companies and all company details are the same in both places.

Companies can be categorized in the following ways:

Primary company: The company named in the Information panel of the Project form. The sharing setting can be set to include the primary company.
Participating company: The company of a record participant. The sharing setting can be set to participating companies.
Project company: A company that has at least one contact with access to the current project. Only project companies can be selected directly in company fields, but you can search for non-project companies through the Company Search dialog.

To open the company settings

On the project selection page, select (Settings) on the portfolio or project tile or row.

—Or—

In the project, select (Settings) on the banner.

In Account settings section of the menu, select Companies.

To open a company record

In the company settings, select the company record.

To create a company report

Create a report from a report template.

On the navigation toolbar, select , and then select the Report Template tab.
Select the report template.
If the report contains multiple companies, select the report type.

Edit the file name.
If available, select the report format.

—Or—

Create an ad hoc report.

Customize the report header and footer for this data view.

In the View list, select (Settings) by the custom data view.
On the Report Settings tab, drag and drop fields between the Removed Fields and Displayed Fields sections.

For more information on customizing the header and footer, see Headers and footers for ad hoc reports.

Select Save.

The custom header and footer for this data view are available automatically in all the projects that you have access to in the portfolio.

On the navigation toolbar, select , and then select the Ad-Hoc Template tab.
Select a different custom view.

The filters in the selected view are applied to the companies that were originally included and may result in an empty report.

Edit the report name.

Tab names aren't displayed if the report only contains one company or if there are no report templates.

On the button, select , and then select an option:

View
Download
Email

Edit the subject line.
In the To field, select to choose a contact, or select to find or create a contact.

To receive a copy of the email, select your name in the To, CC, or BCC field.

In the Body field, enter a message.

Tip

To format the message, select the text, and then select a button on the toolbar.

Select the font type.
Select the text size.
Apply a character style.
Change the text or background color.
Insert a numbered or bulleted list.
Decrease or increase the indent.
Remove all applied styles.

The indent, text size, and font type aren't applied in emails.
Emails don't include images that are pasted into the message.

Select Send.

The available options depend on the type of report.

Creating company records

A company record contains several tabs where you can enter details in the grids.

Tip

To automatically associate a contact with the project, you can add the contact to the company in the project settings.

To create a company record

On the navigation toolbar, select (Create)
In the Name field, enter a unique name for the company.
In the Information panel, enter the company information.
On the Addresses tab, add the addresses.

After creating a new company, a Location is automatically added and labeled as Main Address. When creating a new contact, this Main Address location is automatically assigned as the contact's Location.
A company can have multiple addresses, but the Main checkbox can only be selected for one address.
The Display Address cell is filled automatically based on the Address, City, State, and Zip cells . The Country cell isn't included.

On the Contacts tab, add the contacts.
On the Crews tab, add the crew information.
On the Insurance tab, enter the insurance information.

An insurance policy can be a blanket (company-wide), project (project-specific), or contract (contract-specific) policy.

The Policy Name cell is required for Insurance records.

On the other tabs, enter additional company information.

Divisions: The construction specifications or divisions that the company can work for.
Work Types: The types of projects that the company previously worked on.
Regions: The regions where the company performs work.
Certificates: The company's business certifications. To select a certification, turn on the toggle.
Legal/Financial: The legal and financial history.
Work History: An overview of the company's work history.
Contract History: Basic information from previous contracts.

The Client cell is required for Contract History records.
Each contract history must have a unique Client name and Project Name combination.
The Final Value cell is calculated automatically if you enter a value in the Change cell. If you enter a value in the Final Value cell, the Change cell is recalculated automatically.
The Pct Change cell is calculated automatically based on the Orig Value and Final Value cells. If you enter a value in the Pct Change cell, the values in the Orig Value and Final Value cells are recalculated automatically.

To save the changes and keep the record open, select (Save).

—Or—

To save the changes and close the record, select (Save).

To copy a company record

In the company settings, on the company row, select (More) > Copy.

The company's address, contacts, and crew are not copied.

In the new company record, edit the information.
To save the changes and keep the record open, select (Save).

—Or—

To save the changes and close the record, select (Save).

Managing contacts

Companies are linked indirectly to a project through their contacts. The Contacts tab includes people who are associated with the company through user records or are created in the Contact Search dialog. However, only active contacts are available for the project forms.

Tip

To automatically associate a contact with the project, you can add the contact to the company in the project settings.

If the First Name, Last Name, Work Phone Number, and Mobile Phone Number fields are updated in the user's profile, the First Name, Last Name, Telephone, and Cell Phone fields are updated on the Contacts tab.

If you change the user's information on the Contacts tab, the user profile isn't affected.
Contacts that are set as default assignees can't be deleted.

To add a contact

On the Contacts tab, select Add.
Enter the details for the contact.

The Name cell, which must be unique, is filled automatically based on the First Name and Last Name cells. However, if you have the Modify permission for this field, you can manually change it after it is filled.
The Main checkbox can only be selected for one contact in the company.

The selection is also updated in the Main column of the team members grid.

The Active checkbox is selected by default. Only active contacts appear in the contact selection dialogs.
If you select a crew, the number of crew members is updated automatically in the Workers column on the Crews tab.
The Trade and Classification are added to detailed labor cards, where it is required information, if this contact is part of a crew.
The options in the Location cell come from Addresses tab. The selected location is used when the contact is added to a form.
To make this person a project contact, select in the Projects cell, and then select the project.
In the Notes cell, select , and then enter notes for the contact.

The company name and address aren't copied to the contact's profile.

To edit the project access for a user

On the Contacts tab, select in the Projects cell.
Select or clear the checkboxes for the projects.
Select Select.

To delete a contact

If the contact is also a ProjectSight user, remove the user from the portfolio.

ProjectSight users

For ProjectSight users, the E-mail cell is read-only.

On the Contacts tab, select the checkbox for the contact, and then select Remove.

The deleted contact is still linked to existing items such as records but can't be linked to any new ones.

Managing crews

In daily reports, you can add labor cards to track work hours or days for each crew. Each company can have multiple crews with their own default values.

Column	Description	Calculation
Default UOM	The unit of measurement for the crew.
Default Hours	The number of hours that are added to the labor card for this crew if the Default UOM is Hours.	Finish Time - Start Time - Break Hour * Workers —Or— Manually entered number
Default Days	The number of days that are added to the labor card for this crew if the Default UOM is Days. If the Workers cell is greater than 0, the Default Days cell is changed automatically to match.	Equal to Workers —Or— Manually entered number
Hours Per Day	The number that is used to calculate adjustments to labor card quantities and to convert them for the summary. To ensure that Hours Per Day is greater than 0 for the crew, do one of the following: Enter the Start Time, Finish Time, and Break Hour. Enter the Default Hours and Default Days.	Default Hours / Default Days
Workers	The number of workers that are added to the labor card for this crew if labor cards are set to display workers. You can also add workers when you add a labor card to a daily report. However, those workers aren't added to the Contacts tab of the company.	Updated from Contacts tab as contacts are added to or removed from the crew —Or— Manually entered number

To add a crew

On the Crews tab, select Add.
In the new row, enter a unique name for the crew.
To set the Hours Per Day, enter the Start Time, Finish Time, and Break Hour.

Tip

The difference between the Start Time and Finish Time must be greater than the break hour. If an error message is displayed, you can edit the current cell before changing another cell..

—Or—

Enter the Default Hours and Default Days.

On the Contacts tab, in the Crew cell, select the crew.

—Or—

In the Crews grid, enter a number in the Workers cell.

If the Workers cell is locked, the number comes from the company contacts that are assigned to the crew in Contacts grid.

In the Default UOM cell, select the default unit of measurement.
To make this crew the default that's selected when you add a labor card for the company, select the Default checkbox.

To adjust the number of workers

On the Contacts tab, in the Crew cell, select or remove the crew for the company contact.

—Or—

In the Crews grid, edit the number in the Workers cell.

If the Workers cell is locked, the number comes from the company contacts that are assigned to the crew in Contacts grid.

To delete a crew

Select the checkbox for the crew, and then select Remove.

If this is the default crew, the next available crew becomes the default.

You can't delete a crew if it's associated with a company contact or if it's the last crew.

Exporting and importing companies

You can export companies to an Excel file where you can edit them and create new ones. Then you can import the file, which can only be used once, back into ProjectSight. If there are any errors, you can review and fix them in a new Excel file.

You can export companies and other company-related information, such as contacts, addresses, and crews, to an Excel file where you can edit them, add new information, and import back into ProjectSight.

Record and field permissions are checked when you export companies to an Excel file and when you import the file into ProjectSight.
In the Excel file, required fields are light red, and read-only fields are light blue. Rows cannot be deleted from the spreadsheet.
The Excel file can only be imported into the portfolio or project that it was exported from.

When you import the Excel file back into ProjectSight:

Company-related information is added under the company.
If new values were entered after this spreadsheet was exported, your edits are flagged.

To add companies and company-related information using the Excel import sheet

In the Companies module, filter the records that will be exported to Excel.

In the Search panel, set the filters.
To export specific companies, select their checkboxes. If none are selected, all the companies are exported.

In the list view, add and rearrange the columns, and then save the custom view.

The Excel file will display the columns for the fields in the list view followed by the remaining fields.

On the navigation toolbar, select (Import/Export) > Export to Excel.

The Excel file contains the required fields and the fields that you have permission to view.

Open the Excel file.
Enter the company details.

Ensure that there are no leading or trailing spaces in the Company Name.

To add contacts for the new company, do the following:

Select the Addresses tab and then enter an address for the new company.

This step is required before adding new contacts. Also, ensure that there are no leading or trailing spaces in the Address Location.

Select the Contacts tab and then enter the new contacts.

Company, Location and contact's Name are marked as required.
The contact's Name must be unique in the company. If you leave it blank in the Excel file, ProjectSight will create one based on the imported First and Last Name.
There can only be one Main contact. To assign a new contact as the Main contact, ensure that no other contacts are assigned as the Main contact.

Edit any existing company information.

Tip

You can copy and paste unlocked cells.

Save the Excel file.
In ProjectSight, open the Companies module.
On the navigation toolbar, select (Import/Export) > Update from Excel.
Select the Excel file to import.

To review and fix import errors

In the import error message, select Review Errors.

The companies with errors are exported to a new Excel file.

Review the Feedback column and fix the associated errors.
Save the Excel file.
In ProjectSight, open the Companies module.
On the navigation toolbar, select (Import/Export) > Update from Excel.
Select the Excel file to import.

Deleting company records

You cannot delete companies that are linked to a ProjectSight user or to a record.

To delete a company record

If the company contains ProjectSight users, remove them from the portfolio.

ProjectSight users

For ProjectSight users, the E-mail cell is read-only.

In the view, on the company record, select (More) > Remove.

—Or—

Select (More) > Delete Selected Records.

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Companies