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Budget & Cost Management

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Allow formatting of text in the contract scope and general notes section of the contract.

This is useful for bolding headers, making bullet points and emphasizing certain contract terms. It should also allow for insertion of symbols and tables.
Guest 7 months ago in PS Web App & Platform / Budget & Cost Management 0

Programmable Columns in the Budget and Cost Module for User-Defined Calculations

The ability to add customizable columns to the budget that allows the user to define simple calculations like (X * -1) inversing positive and negative results AND more complex calculations that allow users to use pre-defined datasets (i.e. Current...
Guest about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

The change order status should automatically change the change order request status which in turn should automatically change the potential change order status.

No description provided
Guest almost 5 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 almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Potential Change Order Hidden Budget

Can we get a customized form option for PCOs? We need to enter the cost to the owner and also actual costs so would be good to add all that information on the change, but when sending or printing this the budget side of things should be hidden.
Mike Collins 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Add the ability to Forecast based on Percentages rather than Dollar amounts

When reviewing work in place or work to complete, it is often done by percentages rather than by dollar value. Adding the capabilities of forecasting by a percentage of the remaining value would save time having to calculate outside of ProjectSight.
Julie Adler about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Show Cost Forecast as Linked Records in Budget Summary

It would be very helpful to show if a budget code is linked to a cost forecast in the summary > linked records.
Mercedes Green 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Retainage Tracking at Budget Level

Clients are asking for the ability to see the retainage withheld at a budget level and not just at the Contract Invoice level. Having this capability would be very beneficial for a complete financial view of the project.
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Multiple Signers & Signing Order on Cost Records

Some projects require more than two parties to sign certain records, such as Prime Contract Change Orders. For these records, we would like to be able to create a report that includes signature lines for 3, 4 or more signers, but it's impossible t...
Brendan Radich almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0

The ability to turn off PCO budget and cost auto sync

In Prolog you could turn off the auto syncing of the budget & cost sides of PCOs. Related to PSW-I-746 - there are cases where you may not want both sides to match, for example when a PCCO is signed and the status fields are changed to execute...
Guest over 2 years ago in PS Web App & Platform / Budget & Cost Management 0