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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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Budget & Cost Management

Showing 296 of 2322

Edit PCO Verbiage from the SCO Interface

Currently you can't edit PCO description verbiage from the Subcontract Change Order interface. You have to manually open a separate interface, go into the PCO's, select the number you're looking for and edit there. Prolog used to have a feature wh...
Guest about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Provide setting to set cost values to no decimal point for client's that do not use cents.

Provide a setting in Portfolio or Project settings that sets values to no decimal point. Currently the decimal is set to 2 spaces without any way of modifying. Some clients do not use cent with their business.
Guest almost 6 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Add 'From' and 'To' company addresses on the Application for Payment reports. Currently only the Company names appear.

Open a project and navigate to "Budget and Cost Management-Application For Payment"Open an application for payment and Print a report. Note that the addresses for the 'To' and 'From' companies do not appear on the report. Client would also like th...
Guest almost 6 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Ability to save the sort order on Potential Change Order Items and Contract Invoice Detailed Items.

Ability to save the sort order on Potential Change Order Items and Contract Invoice Detailed Items. The items are currently displayed in the order they were added. It allows you to manually sort the item numbers but will not let you save it. There...
Trimble ProX Team about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Allow subcontract SOV Line Items to single budget code

Spectrum has the ability to allow multiple line items in a subcontract billing schedule of values to a single budget code. ProjectSight should allow a single budget code for more than one item, but require different Item Numbers to identify each b...
Guest 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Alias ID - Visibility

With TC1 integration, companies push from the ERP system to ProjectSight populating the Alias ID with the Vendor number. However, there is no way to filter/view if a company has been synced with ERP or generated within ProjectSight. Can this field...
Ricci Stevens almost 2 years ago in PS Web App & Platform / Budget & Cost Management 1

Bid Proposal Tracking

Add invitation to bid feature, break it out by division/type of construction. The need to request for proposals exclusively separate from estimation similar to what was available in prolog. This tool for contractors is effective to monitor proposa...
Nick Weilemann almost 2 years ago in PS Web App & Platform / Budget & Cost Management 1

Quickbooks Integration

It would be useful to have an integration with ProjectSight's Budget & Cost Management and QuickBooks
Henrick Malpica over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Please remove big red banner warning user about their workflow limitations

When we restrict roles to workflow states, MOST especially owners, making it so obvious to them that their access is restricted to commenting with a big red banner stating "Your access to this record is limited to commenting only due to workflow p...
Mercedes Green 12 months ago in PS Web App & Platform / Budget & Cost Management 0

Exported Budget Screen should include Forecast Cost and Over/Under formulas

Since the Forecast To Complete, dates and allocation types are editable when exporting the budget, I assume it's used so we can enter our forecasts. When we start entering the forecast to complete costs, it should mimic in the spreadsheet as it do...
Mercedes Green almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0