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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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Wrap Column Headings in Budget Module

Enhancement description: Allow Column Headers to Wrap on the Budget Module What are we trying to accomplish? Read column headers without having to expand them all to be very wide. How is the lack of functionality affecting the business? We have to...
Brendan Radich over 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Allow sorting of Budget Group Lookup Lists

Enhancement description: Lookup Lists are able to be sorted as of a recent update (https://projectsight.ideas.aha.io/ideas/PSW-I-556) but the Budget Group Lookup Lists don't have this feature. Screenshot Comparison: https://drive.google.com/file/d...
Trimble ProX Team almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Filter Contract and General Invoices by Cost Period

It would be very helpful to have a filter in the Information Panel that allows us to filter General and Contract Invoices by Cost Period. Right now, I have to add a field to the grid, and then use the Select checkbox to filter the data before prin...
Julie Adler almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Budget Banner

A customer would like the ability to select which summary fields show at the top of the budget. Current Budget and Forecast are more important than Original Budget.
Ricci Stevens over 2 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

General Invoice Numbering

Need the ability to have duplicate General Invoice Numbers. When entering General Invoices into the system you key in whatever number is on the invoice received from the vendor sometimes this is a duplicate to what is already in the system from a ...
Ricci Stevens almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Add PO Option to General Invoice Creation Screen

When you create a General Invoice the Description is required. However, when you get to the next screen and select a PO the description is overwritten. Can the selection of the PO be added at the GI creation screen?
Ricci Stevens almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Ordering Purchase Order items is confusing and not described in the help under, "Managing purchase order items"

There are two parts that need improvement. First the selection of Purchase Order item rows is unlabeled in some cases. You have to click the blank space in the front of the row (checkboxes sometimes show here and sometimes not based on the expansi...
William Atchison almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Additional Contract Clarification Types

Having the ability to add additional Clarification Types to the list options would greatly reduce the number of custom fields needed on a contract. Example: Special Conditions and Unit Prices are two lists that are commonly added to contracts but ...
Ricci Stevens almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Add a data source for General Invoices like Contract Invoices which show General Invoices with General Invoice Items

Reports for General Invoices need to be able to drill into the General Invoice items from the main data source so it doesn't need to be done through a subreport. Contract Invoices currently have this data source available.
Julie Adler over 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Added PCO Item Columns in PCO View

Currently, the contract and responsible company are available for viewing within each PCO item, however they cannot be seen in the PCO view. These were columns that were available in prolog and would be helpful if added to ProjectSight so a user c...
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped