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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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We would like the system to function so that the contract value increases the full amount of the PCCO and the budget increases only the true cost of the work.

We would like the system to function so that the contract value increases the full amount of the PCCO and the budget increases only the true cost of the work. Right now, when we enter the budget and cost lines - there is no place to enter the actu...
Trimble ProX Team 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Financial Summary to Contract Record

Right now, you have to go to 3 different places to see full SOV including CO for a contract and see how much has been paid against the contract and each line. Can we add a tab in the contract record that shows a full financial summary including a ...
Katy Rodina 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Allow record number to be changed by Admin if record is not in complete status

If a record (GI, CI, Contract, PO) is not in a completed state, allow the system admin(s) to edit the record number. If the user has a typo in this field, the admin is required to delete the record and start over. If the record has just been creat...
Katy Rodina 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Exported General Invoices sheet > Items sheet move the Subtotal line to the right along with the other blue columns

With the Subtotal line moved over it would be easier to copy and paste data into the General Invoices > Items Sheet
Kiet Lam 12 months ago in PS Web App & Platform / Budget & Cost Management 0

Could we change the Cost Period Current Period setting to fall over the current date? Please

Clients in support typically ask about this. They do not want to have to keep going to set the Current Cost Period in the Settings and to make matters worse we force them to set it per project (Existing idea for Portfolio setting current period: h...
William Atchison 12 months ago in PS Web App & Platform / Budget & Cost Management 0

Allow Budget Code Group Configuration for Vista Integrated Phase Codes

Vista does not have any groupings for Phase codes so we've had to use a phase mask that incorporates the division, phase and category into a single phase code separated by a delimiter (Vista allows periods or dashes). For example: 02.02123.01 is a...
Mercedes Green 12 months ago in PS Web App & Platform / Budget & Cost Management 0

Contract / Potential Changes Value Calculation

In the Contract module on the General Tab there is a value for potential changes. This value includes all PCO items listed on the change order tab even if those potential change order items were then determined to be no allocation or cancelled. It...
Jessica Ream 12 months ago in PS Web App & Platform / Budget & Cost Management 1

Revenue Codes Must be on Prime Contract Change Orders

Prime/Owner Contract are revenue so entering the contract amounts are assigned to revenue codes. When we create a Prime Contract Change Order, you must be able to allocate the changed revenue to the revenue code. Without this, we have to create in...
Mercedes Green about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Upload/Download Contract Invoices

Add ability to upload/download Contract Invoices
Nick Weilemann about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Create Private and Public Budget Views

For certain tasks like forecasting, you want to see many columns, but for others like simple budget vs committed with over/unders, you only want to see a few columns. Having to remove the re-add columns each time is time consuming. We'd like to be...
Mercedes Green about 1 year ago in PS Web App & Platform / Budget & Cost Management 0