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 265

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

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 over 2 years ago in PS Web App & Platform / Budget & Cost Management 1

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

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

There should be a Purchase Order Change Orders Module just like there is a Subcontract Change Orders.

It doesn't make sense if there is a Purchase Order module why you can't do PO Change orders and have to do them as contracts instead or create a new PO for the change. We do several PO's per project and often times have to make adjustments for the...
Shelly Klarner about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Could we add a notes field in the PCO item grid that carries over to the SCO and Contract Invoice?

Currently for Schedule of values from a contract you can add notes to the field in that grid, and they carry over to Contract Invoice. The notes field displays in the Contract Invoice item grid. That notes field also shows on the rows for SCO and ...
William Atchison over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

PCO Selection Screen on PCOs, SCOs, and PCCOs - No Status

When choosing from the list of PCOs to add to either an SCO or a COR it does not show the status of each Potential Change Order. This is crucial as someone could accidentally attach a pending PCO to a COR or SCO. I have attached a screenshot of th...
Henrick Malpica over 1 year 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.