Budget & Cost Management

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We need Revenues from Contract Items (Revenue Codes) to show on Budget Screen

Currently we enter our revenues as Contract Items on a Prime Contract to the client which are linked to a Revenue Code which then links it to a Budget Code. Since we use Vista these are all brought in from Vista and we bill to the client in Vista....

Mercedes Green almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

6 VOTE

Cost Forecast is really just doing backward revenue forecasting. Not useful.

Cost Forecasting is a very standard thing in the industry, but I have never heard of a backward revenue forecast. A “Forecast” by definition is “predict or estimate a future event or trend.” Must companies forecast revenue they expect to receive i...

William Atchison almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

12 VOTE

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 almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0

1 VOTE

Allow subcontract SOV Line Items to single budget code

Spectrum has the ability to allow multiple line items in a subcontract billing schedule of values to a single budget code. ProjectSight should allow a single budget code for more than one item, but require different Item Numbers to identify each b...

Guest 4 months ago in PS Web App & Platform / Budget & Cost Management 0

2 VOTE

Bold Subtotal Amounts in Budget Screen When Using Group By

When we Group By other parts of our Budget Code, the subtotals are not bold so visually makes it hard to distinguish. Please Bold the word Total and all the subtotal amounts.

Mercedes Green 8 months ago in PS Web App & Platform / Budget & Cost Management 0

4 VOTE

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 over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

16 VOTE

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 about 5 years ago in PS Web App & Platform / Budget & Cost Management 0

12 VOTE

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 about 4 years ago in PS Web App & Platform / Budget & Cost Management 2 Future consideration

11 VOTE

Option to Automatically link all PCO & PCO item links & records to COR

Enhancement description: Automated links from PCO to COR records for COR Backup What are we trying to accomplish? Easier & faster linking of all the COR backup. How is the lack of functionality affecting the business? Currently, it's a lot mor...

Brendan Radich almost 4 years ago in PS Web App & Platform / Budget & Cost Management 1

3 VOTE

Allow changes to budget code on commitments after they have been invoiced against and push down to invoices

Currently, after an invoice has been created against a Contract or Purchase order, the budget codes are not able to be changed. Sometimes lines are misclassified/wrong budget code selected and the only way to put it in the correct budget code is t...

Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

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