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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.

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Budget & Cost Management

Showing 286

Roll Up Change Event Dollars when Grouped by Status

Would be useful to see the total dollar amount for each Status
Guest 2 months ago in PS Web App & Platform / Budget & Cost Management 0

Change Management Attachments

It would be nice to be able to select the attachment links to carry over from the PCO to the COR and the COR to the CO. Or automatically include all since we can remove anything we do not want to forward.
Nancy Burriss 7 months ago in PS Web App & Platform / Budget & Cost Management 0

Add a PCO filter that filters all PCOs coded to a certain budget code.

There is currently no way to filter PCOs by budget code. A filter would be nice to see all PCOs that are coded to a particular budget code. If a user wanted to run a report for all PCOs being attributed to "Trade Partner X" they could filter the P...
Guest over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Need Tendering/Bidding Module to track bids that can then create contracts after awarded

ProCore has a Tenders module that allows us to send out Tenders, link drawings and specs, create schedules and tender forms, award then create Subcontracts to the awarded Trade. We either have to use a third party application, combo of Excel/Outlo...
Mercedes Green about 2 years ago in PS Web App & Platform / Budget & Cost Management 3

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 over 3 years 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 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Change Status on PCO and COR as they progress through the process

We have to manually change the PCO status when we make COR. We have to manually change the COR status when we make a CO. When viewing the PCO's it would be nice to have a field that indicates the PCO has been made into a COR, then the same when th...
Nancy Burriss 6 months ago in PS Web App & Platform / Budget & Cost Management 0

COR & PCCO Visibility on the PCO

We need the ability to see linked CORs and PCCOs from the PCO record. Each PCO record can only be linked to a single COR or PCCO but there is no way to view this without leaving the Potential Change Order. There needs a way to view all relevant in...
Ricci Stevens over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Recalculate PCO Markups

Enhancement description: Give users a button to quickly recalculate PCO Markups What are we trying to accomplish? Quickly recalculate PCO Default Markups after a PCO item budget changes. How is the lack of functionality affecting the business? Cur...
Brendan Radich over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Tag Multiple Companies to a PCO

Capability to tag multiple companies to a PCO will be helpful when we run reports by Subcontractors we can keep track of PCO's impacting multiple trades without assigning it to anyone.
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0