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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Ability to Group Forecast

Users would like the ability to group the Budget Codes in the Forecast module similiar to how they group the codes in the Budget area. Added bonus, the ability to filter the budget codes by the various groups would also be helpful. For example, Yo...
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Amounts/SOV Tab Summary

The Amounts/Schedule of Value tab of the contracts module needs to have the Total Contract Value visible at the top of the page. Having to click on the Change Order tab to see your value is cumbersome and time-consuming for users when creating con...
Ricci Stevens over 3 years 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 over 1 year 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 over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Would be good to have the ability to go back and edit buget transfers.

No description provided
Guest over 3 years 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 over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

T&C Field or Notes Field in the Purchase Order form

The Purchase Order form catches 90% of what we need but a place to enter the Terms and Conditions is missing. Even a Notes or Memo field where we could type in the information would be helpful.
Ricci Stevens about 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Block cost changes for unlocked Contracts

Enhancement description: Allow admins to block the ability to block any cost changes from being linked to a contract before it is in a locked status. What are we trying to accomplish? Avoid having to delete and recreate cost records if, for some r...
Brendan Radich over 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Budget/Cost Allocations - Management

Can you enable it so we can disable certain allocations we do not want our users to utilize.
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 1

Add more space to Budget Summary fields

Currently, when a budget summary amount is more than 9 characters, the system adds "...". It would be great if the system could accomodate more space for amounts longer than 9 characters so a user can see the full amount without hovering their cur...
Hunter Dickerson over 3 years 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.

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