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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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Purchse Order Line Item Tax

We have 3 sales taxes (PST, PST Exempt, 12% PST for Fossil Fuel combusion systems) that we have to use and need to be able specifiy tax for each line item of a Purchase order.
Don Glaicar about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add Multiple Attachments in BCM

In the Contract Invoice, General Invoice and Purchase Order module you cannot attach a document (or documents) to more than one record at a time. In list view there is the ability to check multiple records and download the links to all of the chec...
Nick Weilemann about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Application for Payment Attachments

When creating your Application for Payment from Contract Invoices and General Invoices it would be great if the corresponding attachments could be brought over as well so that one report with all corroborating backup documentation can be generated...
Ricci Stevens about 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Show Subcontract Change Order Number in Linked Records

The PCO Item shows Change Order = Contract Number - Subcontract Number but when linking a Subcontract Change Order record, it shows Contract Number - Sequence. If we have to manually link after the fact and have multiple COs for the Subcontract, i...
Mercedes Green about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

ProjectSight is missing an option for dash in the budget Code Structure setup. Only period and space is available.

Each client is unique and some use dash in there budget code separators rather than a period or space. We should provide the option.
William Atchison over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Contracts to have Wage Decision and Certified Payroll Tab

Wage Decisions and Certified Payroll are very important aspects to include in contracts. I suggest adding a whole tab that could outline the requierments of any public works projects with fields for the Wage Decision Number, who to turn in Certifi...
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Need PCO reports to be added that show quantities, units and unit pricing.

No description provided
Guest over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Contracts Scope of Work Rich Text Editor

It would be great if the scope of work field on Contracts allowed you to format text similar to the Notes section on Meeting Minutes.
Hunter Dickerson over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Edit Budget Code on POs & Invoices

Currently, the Budget Code is locked down once a General Invoice is created from a Purchase Order. However, we need the ability to edit the Budget Code. The Superintendent or purchasing agent will create the PO and enter the budget code. Once the ...
Byron Grimm over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Canceling a General Invoice or Contract Invoice

Once you pass the first screen on a General Invoice or Contract Invoice you cannot cancel out. The only way to remove that record is to "Delete". This is a big issue as we would not give delete rights to an average user. EXAMPLE: AP Role is keying...
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 0