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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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Lock cost periods

Would be useful to be able to lock previous cost periods. Gives us more control and oversight so that costs are not missed or go to the wrong period.
Guest about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Show Subcontract Change Order Number in Linked Records

The PCO Item shows Change Order = Contract Number - Subcontract Number but when linking a Subcontract Change Order record, it shows Contract Number - Sequence. If we have to manually link after the fact and have multiple COs for the Subcontract, i...
Mercedes Green 4 months ago in PS Web App & Platform / Budget & Cost Management 0

ProjectSight Cost Control Reports - Add Contact Information

Contracts and SCOs do not pull in subcontractor addresses & phone numbers, or GC, owner & architect business names into the reports. This makes sending out these items unnecessarily time-consuming. It means that instead of hitting print an...
Guest about 5 years ago in PS Web App & Platform / Budget & Cost Management / Reports 0 Future consideration

There should be a Purchase Order Change Orders Module just like there is a Subcontract Change Orders.

It doesn't make sense if there is a Purchase Order module why you can't do PO Change orders and have to do them as contracts instead or create a new PO for the change. We do several PO's per project and often times have to make adjustments for the...
Shelly Klarner 9 months ago in PS Web App & Platform / Budget & Cost Management 0

Financial Information Viewable by Company

For a company that is allowing CMs to operate as GCs on their jobs they would like them to have the ability to process invoices and access to company specific BCM information currently permissions are set edit/view all. Being able to apply a filte...
Nick Weilemann 9 months ago in PS Web App & Platform / Budget & Cost Management 0

Make Contract a Required Field for PCOs

In portfolio settings under PCO you currently cannot have contract be a required field to be filled out. It is advantageous to have this be a required filled alongside a budget to make sure a contract has been allocated to a budget code prior to a...
Nick Weilemann about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Provide setting to set cost values to no decimal point for client's that do not use cents.

Provide a setting in Portfolio or Project settings that sets values to no decimal point. Currently the decimal is set to 2 spaces without any way of modifying. Some clients do not use cent with their business.
Guest almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Add 'From' and 'To' company addresses on the Application for Payment reports. Currently only the Company names appear.

Open a project and navigate to "Budget and Cost Management-Application For Payment"Open an application for payment and Print a report. Note that the addresses for the 'To' and 'From' companies do not appear on the report. Client would also like th...
Guest about 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Create a COR from a PCO

In order to link a PCO to COR you have to leave the PCO module and go to the COR module. It would be nice to be in the PCO and be able to directly create a COR instead having to flip through the modules
Guest almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Multi Currency Support

Need the ability to track multi-currencies within a project and portfolio.
Ricci Stevens over 2 years ago in PS Web App & Platform / Budget & Cost Management 0