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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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The ability to modify the Contract Company after a contract has been created.

There are a few reasons that this should be urgently addressed: Our PMs are proactive and will have the scope and contract values already in our PMS prior to final negotiations with subcontractors. Having to wait is very detrimental to our best pr...
Cheryl Ranier about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Allow multiple PCO Default Markups per level

Often times we have contracts where there are default markups that are split into separate line items, however they are on the same "Level" as defined in the software. We may have multiple types of insurance that need to be accounted for at differ...
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 4 Planned

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

Show breakout of PCOs under Change Order

In Change Orders that encompass more than one PCO, it would be useful to have a report or view that shows a breakdown of all the PCO's - it shows the line item but doesn't allow to show the multiple breakout underneath (easily showing the differen...
Guest about 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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

Bulk PCO Pricing Requests

Enhancement description: Quickly request pricing from multiple subcontractors and have their responses track back to individual PCO line items. What are we trying to accomplish? * Speed up the process of initiating a pricing request for multiple s...
Brendan Radich almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

In General Invoices, changes to the Subtotal should change the Quantity and leave the Unit Price the same.

Currently, in General Invoices, if a user changes the Subtotal on an Item, it updates the Unit Price. This request is to have a change to the Subtotal change the Quantity and leave the Unit Price the same. Perhaps this could be a setting that...
Michael Worthington about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Need Revenue Forecasting

As per my other idea to add revenue columns from Prime Contracts linked to Revenue Codes, we need to add a Rev Forecast to Complete then a Total Rev Forecast. Also, when you create the Cashflow Forecast per month, as it brings in the cost forecast...
Mercedes Green about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Refresh Purchase Order Values in General Invoices

Currently when working in a general invoice that is linked to a Purchase order you can pull over the items from that PO into the invoice via the add button, however once they are in there the values do not change when there is an update to the pur...
Guest over 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Requesting the ability in a PCO to make the Approved Date required when the PCO is changed to status Approved.

Client is looking for additional required fields when a status has changed for a record. This seems like a very user friendly enhancement.
William Atchison about 3 years ago in PS Web App & Platform / Budget & Cost Management 0