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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Open Budget Detail Information in a full browser page

Currently when clicking to view transactions on a budget code a pop-up window with no option to resize is used to display the data. The user needs to use a horizontal slider to review all data columns. This is very inefficient. Please display the ...
Michael Handlmaier over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

ADD REVENUE COLUMN

you should add a revenue column to the budget, for the companies who want to track revenue vs cost per line item. I would also add a markup column to let you know what the value between revenue and projected costs are to understand your profit per...
Guest about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

General Invoice item numbers do not re-sort correctly after adding more than 9.

I have submitted this as defect, but it was rejected, PS-46695. As a result I am submitting as an idea to provide a method for users to more easily reformat the item numbers with preceding zeros rather than having to do it manually.
William Atchison 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Ability to enter Negative Costs/Deducts in Contract Invoices

Client keeps running into an issue where they can't enter negative amounts in their Contract Invoices (use case is if they have a deduct invoice/credit). One comment was "it seems like the system is treating it like an error in the billable amount...
Guest almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Alias ID - Visibility

With TC1 integration, companies push from the ERP system to ProjectSight populating the Alias ID with the Vendor number. However, there is no way to filter/view if a company has been synced with ERP or generated within ProjectSight. Can this field...
Ricci Stevens over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Wants new Budget Units and Budget Hours applied to General Invoice.

The client needs a method to track Actual Hours in the budget view so that a true Budget vs Actual comparison can be reported and forecasts can then be performed. The client sees this as and oversight to have not applied this the General Invoice f...
William Atchison 4 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Filtering Pane to Budget Module

The majority of the modules within ProjectSight have a Filtering Pane on the Right hand side that allows a user to filter the data by status, or other parts of the data. For this example it would be used to filter certain parts of the budget code,...
Guest over 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Add Sum Line to the bottom of CI/GI/Contract Amount/Contract Clarifications /PCO

Add a sum line to the bottom of each form view that has anything to do with dollar value or quantities so it totals. Modules like the CI where you are entering information in one column but want to see the total of the other calculated columns as ...
Katy Rodina almost 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Purchase Order Approval Workflow with Approval Limits

We currently use a web addon to Vista called Financial Controls that uses the PO Workflows setup in Vista. Each project will have a set user with a limit to what they can approve. If the PO is over that limit, it must also be approved by a higher ...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

PCO Item Default Markup, Default Company

It would be nice to have the option to create a default company for the default markups, so that you don't have to go in and select the GC company every time for the default markups so that they don't show up in the SCO selection for every sub.
Luke Hagler over 2 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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