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.

ADD A NEW IDEA

Budget & Cost Management

    Showing 332 of 2569

    Bi-Directional Change Order with Vista

    Change Orders need to be Bi-Directional. Some change orders need to be created in Vista. For Example many of our Change Orders are created with B2W estimate where the estimate software prepares everything. There is an partially automated process t...
    Robert Brown about 1 month ago in PS Web App & Platform / Budget & Cost Management 1

    Change Order Request Should Have Draft Status

    The COR record does not have a Draft status and it is needed more than most record types. As soon as you add the To Company to a COR, all contacts from that company have access and see the COR, when we're not ready for them to see it yet. We allow...
    Mercedes Green 21 days ago in PS Web App & Platform / Budget & Cost Management 0

    Default Markup % in PCO Revenue Impacts (Horizontal Markups)

    Please allow for a default Markup % under Revenue Impacts in PCO items (horizontal markup) to be a project level setting. Currently the default is 0%. The default % should be customizable just like the vertical mark ups.
    Kaitlyn Wuenschell 24 days ago in PS Web App & Platform / Budget & Cost Management 0

    Simplify Retainage Billing

    It would be nice if there was a button we could click that would adjust the retainage percentage in the pay app and contract invoice modules without having to adjust the percentage manually on each line. When we have SOVs with dozens of line items...
    Jessica Woodruff 25 days ago in PS Web App & Platform / Budget & Cost Management 1

    Tie Application for Payment to JB Billing in Vista

    Our Project Management team does the JB Billing in Vista and if our goal is to get them out of Vista and just using ProjectSight then we need to have the Application for Payments tie back into Vista for the JB Billing to the Owner.
    Shelly Klarner 21 days ago in PS Web App & Platform / Budget & Cost Management 1

    Project Contract Report

    There should be a way to print a report that shows all the projects we are working on and all their information, including the original budget cost. Right now you have to download the full budget of each project, or if you print from the main Port...
    Lauren Smyk about 1 month ago in PS Web App & Platform / Budget & Cost Management 1

    Add AI Financials that will be available to Vista customers

    Since we have migrated our financials to ProjectSight, Vista is not always current. It will not include unapproved costs, projections and more so having the JC AI Agents in Vista, will lead to incorrect data. It would be helpful for customers like...
    Mercedes Green 23 days ago in PS Web App & Platform / Budget & Cost Management 0

    Add PO Receiving Module with OCR packing slips like Vista Web

    Vista web has released a new feature in the PO Receivings that will use OCR to scan packing slips for creating PO Receivings. Sine we now do our POs in ProjectSight rather than in Vista web, we do not get this functionality. This does not need to ...
    Mercedes Green 23 days ago in PS Web App & Platform / Budget & Cost Management 0

    Display a total revenue amount at the top of the PCO module.

    We need to display a total revenue amount at the top of the PCO module. Currently, there are totals for both estimates and commitments. With the addition of the revenue field, it is important to include this total at the top as well. There are cer...
    Lawrence Dow 5 months ago in PS Web App & Platform / Budget & Cost Management 0

    We need to be able to edit the PCO assignment and copy e-mail

    We need the ability to either edit the PCO assignment and copy auto-generated emails, or the values reflected in the email need to be removed. Presently, the e-mail contains estimated figures. We have certain stakeholders who may be assigned or co...
    Lawrence Dow 5 months ago in PS Web App & Platform / Budget & Cost Management 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.

    1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

    © 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.