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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

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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

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

Small Business Tracking

Need more robust tracking for small business tracking. The MWDBE fields currently on the contract record do not meet the Federal or any State requirements. If they can be set to at least be configurable to track Federal requirements that would mak...
Ricci Stevens almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Export Budget Screen to Excel

In the budget screen you can pick and choose fields that you want to display. It would be nice to have the ability to directly download all the chosen fields into excel.
Roe Guerra almost 3 years ago in PS Web App & Platform / Budget & Cost Management 1

Add labor hour quantities to budget

When pulling reports from Viewpoint JC module you are able to see cost dollars and actual labor hours. Add labor hour quantities to the budget portion of PS.
Benjamin Carlson over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Improve PCO Markups

A few suggestions to improve PCO markups: 1. On the form, keep markups separate from regular line items, similar to how tax is separated on POs.2. Allow for default percentages, budget codes, & descriptions, but give the user the ability to ch...
Byron Grimm about 5 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