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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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When copying a PCO record, bring in default allocations and unlock

If copying an approved / locked record, we want to start with default (approximate) allocations, etc.
Guest 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Make Additional Items Text Fields Bigger

Our team utilizes the addition field's job site requirements as the source for our scope on crystal reports. Currently, that box is no bigger than 1.5" x 2.5", and it is nearly impossible to read the scope in the box. It makes it very difficult to...
Guest 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Quickbooks Integration

It would be useful to have an integration with ProjectSight's Budget & Cost Management and QuickBooks
Henrick Malpica 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Budget Transfers should integrate back into Vista

When doing a budget transfer in ProjectSight it does not transfer back to Vista so someone viewing in Vista is not getting the same information as someone looking in ProjectSight. It shouldn't matter which Trimble system you are looking in the bud...
Shelly Klarner 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Remove the category suffix from individual budget codes so that all cost categories can be tracked under a single code

We would like to see the category suffix removed from individual cost codes and for all cost categories to be represented and/or tracked within each single cost code. For example, we would like the ability to budget and track costs for an item suc...
Ryan Pankratz 7 months ago in PS Web App & Platform / Budget & Cost Management 0

There needs to be a PO and Subcontract Cost Release Procedure

Before moving to ProjectSight, if a PO was estimated to be $100,000 but due to timing, schedules, etc we only get invoiced $75,000, we need a way to release the remaining $25,000 as it will never be invoiced. The same could hold true for a Subcont...
Mercedes Green 7 months ago in PS Web App & Platform / Budget & Cost Management 0

Print Purchase order with signature template

Currently, when you print a Purchase Order, you do not have a template with signature (Similar to the Subcontractor Change Order). It does not make sense in sending out a Purchase order without a signature, as it would not show who authorized it. ...
Jay Pillai 7 months ago in PS Web App & Platform / Budget & Cost Management 0

Import/Export PCCOs

Add ability to import/export prime contract change orders.
Nick Weilemann 7 months ago in PS Web App & Platform / Budget & Cost Management 0

Import/Export SCOs

Add ability to import/export subcontract change orders.
Nick Weilemann 7 months ago in PS Web App & Platform / Budget & Cost Management 0

New Budget View does not allow easy tabbing through a column as before.

Before the client could click into one cell, enter that item, hit enter, and that would move to the next budget code/row. Now the Enter has changed and no longer moves you to the next row. Also the Tab just moves right and left between the columns...
William Atchison 8 months ago in PS Web App & Platform / Budget & Cost Management 0