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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.

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Budget & Cost Management

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Make Contract a Required Field for PCOs

In portfolio settings under PCO you currently cannot have contract be a required field to be filled out. It is advantageous to have this be a required filled alongside a budget to make sure a contract has been allocated to a budget code prior to a...
Nick Weilemann over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Have a clear setting for whole dollars or allow for cents with Costing numbers.

Have a costing toggle setting that keeps cents rounded up to whole dollars for Budget and Cost Management.
William Atchison over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

New Budget View does not allow easy tabbing through a column as before.

Before the client could click into one cell, enter that item, hit enter, and that would move to the next budget code/row. Now the Enter has changed and no longer moves you to the next row. Also the Tab just moves right and left between the columns...
William Atchison about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add tab to Budget for History Tracking

Add tab for History to the budget module to allow user to see changes made to the budget specific columns overall without having to click into each code.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add More Detail Columns to Budget Transaction Detail

Currently the budget code transaction detail only shows you the commitment number. Add column for the Company, transaction date, transaction total would be helpful.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add Paid Date Filter to the Right hand side filter panel in General Invoices

In Contract Invoices you are able to filter the list view by paid date. This is not an available option in General Invoices. Please add so we can consistently run reports in both modules.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add the "Save & Add New" Button as an option when you use the Copy function for a budget code

In the budget, when you are adding a new budget code you have the button at the top to add where you need to enter all of the back end detail. or you can use the copy function which will generate the box for you to be able to make whatever modific...
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add column for Current Retention in the Contract Invoice

Contract Invoices currently only show total retention for all invoices. It would be helpful to have a column showing just the retention value for the current invoice to be able to pull/report on.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Ad Hoc Reports in Budget

Having the Ad Hoc capabilities in the Budget form would be extremely helpful.
Ricci Stevens about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Allow Contracts to be associated with multiple Specificaiton Sections

There are several times when you need to issue a Subcontract to a Subcontractor that is going to cover several specification sections. I would like to see the ability to select multiple specification sections for contracts.
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 0