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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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Remove the Budget Code field as a required field in Potential Change Orders or make it optional

Not every ProjectSight client uses the Budget form, but still would like to track Potential Change Order items. Right now, the Budget field is a required field when adding Potential Change Order Items. Can this field be controlled by a Record Sett...
Julie Adler about 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Copying Proposed Costs to Approved

In Prolog you used to be able to copy the proposed costs from its column, to the approved column by copying/paste. Now we have to input them individually, which takes time and could fat finger and mess up an value when inputting.
Guest about 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Color-code Budget vs. Cost in Budget Module

Enhancement description: Similar to the transaction history shown when you click a budget code, color code the columns on the budget screen. What are we trying to accomplish? Make it easy to see Budget vs. Cost columns How is the lack of functiona...
Brendan Radich over 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Add the ability to save different views on the Budget screen

Different view can be helpful when sharing the budget with different team members. For example, when sharing the budget with a client, it is helpful to remove all of the cost columns. when sharing with a sub, it is helpful to remove all of the bud...
Julie Adler over 4 years ago in PS Web App & Platform / Budget & Cost Management 1 Shipped

SCO Data Group Additions

I want Contract Summary report that list all my SCO details as well. To do this I need a SubContractCOPCOItemLinks data group that selects all of the standard SCO fields and PCO Item fields. Currently you can see then on the Record in ProjectSight...
Ricci Stevens almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Please add Revenue Code form to ProjectSight like in Manager.

This was a usefule form as there is no other way to track revenue for a non-committing contract.
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Duplicate Contract Invoice Numbers

Need the ability to have duplicate Contract Invoice Numbers. This functionality is now available on General Invoices but it would be great to have the same functionality on Contract Invoices for the same reasons.
Hunter Dickerson over 2 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Please adjust Import Templates for General Invoices to move blue locked columns to far right so we can easily paste in data

I'm not understanding the reasoning to placing locked columns sporadically along the columns for import templates. This prevents us from quickly and easily pasting data that we do not want to manually type in. When the locked columns (blue) are on...
Mercedes Green about 1 year ago in PS Web App & Platform / Budget & Cost Management 1 Shipped

ContractInvoiceItems Data Group with ContractInvoices

The Contract Invoice Record shows calculated fields that pull from the Contract Invoice Items. This is great when you are looking at the record itself but when trying to report on this information in a sub report the information at both levels is ...
Ricci Stevens almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Unlock the AFP Category

Can you please not lock the Category field when creating new AFP records? The Date and Reference fields stay unlocked for updating but the Category gets locked. Can you treat them all the same?
Ricci Stevens almost 3 years ago in PS Web App & Platform / Budget & Cost Management 1 Shipped

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.

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