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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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Budget & Cost Management

Showing 296 of 2322

Bold Subtotal Amounts in Budget Screen When Using Group By

When we Group By other parts of our Budget Code, the subtotals are not bold so visually makes it hard to distinguish. Please Bold the word Total and all the subtotal amounts.
Mercedes Green 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Allow changes to budget code on commitments after they have been invoiced against and push down to invoices

Currently, after an invoice has been created against a Contract or Purchase order, the budget codes are not able to be changed. Sometimes lines are misclassified/wrong budget code selected and the only way to put it in the correct budget code is t...
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

PCO Item Default Markup, Default Company

It would be nice to have the option to create a default company for the default markups, so that you don't have to go in and select the GC company every time for the default markups so that they don't show up in the SCO selection for every sub.
Luke Hagler almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

ProjectSight Cost Control Reports - Add Contact Information

Contracts and SCOs do not pull in subcontractor addresses & phone numbers, or GC, owner & architect business names into the reports. This makes sending out these items unnecessarily time-consuming. It means that instead of hitting print an...
Rochelle Wintz about 6 years ago in PS Web App & Platform / Budget & Cost Management / Reports 0 Future consideration

Change Order Markups

1.) Change Order Markups should be selectable whether to compound or not. 2.) Multiple markups created should be able to be designated to be applied to different cost types. ie: markup for cost type Material and/or Labour markup for cost type Subc...
Don Glaicar 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Detail to PCCO History

In the PCCO History, if a PCO is added or deleted from the record, it simply states that a PCO was added / deleted, but does not specify which PCO. We need to see specifically which PCO was added / deleted.
Guest over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Create a COR from a PCO

In order to link a PCO to COR you have to leave the PCO module and go to the COR module. It would be nice to be in the PCO and be able to directly create a COR instead having to flip through the modules
Guest almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

When a PCCO is pending, the total Budget Applied Amount should not be added in the current contract value in the Application for Payment.

It should only be added once the PCCO is executed.
Trimble ProX Team about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Purchase Order Approval Workflow with Approval Limits

We currently use a web addon to Vista called Financial Controls that uses the PO Workflows setup in Vista. Each project will have a set user with a limit to what they can approve. If the PO is over that limit, it must also be approved by a higher ...
Mercedes Green about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

ADD REVENUE COLUMN

you should add a revenue column to the budget, for the companies who want to track revenue vs cost per line item. I would also add a markup column to let you know what the value between revenue and projected costs are to understand your profit per...
Guest almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0