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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

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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 over 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 almost 2 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

Edit PCO Verbiage from the SCO Interface

Currently you can't edit PCO description verbiage from the Subcontract Change Order interface. You have to manually open a separate interface, go into the PCO's, select the number you're looking for and edit there. Prolog used to have a feature wh...
Guest almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Estimation MEP

Currently Estimation MEP does not allow you to upload your estimate on PCOs please allow ProjectSight PCOs to sync with Estimation MEP
Henrick Malpica 10 months ago in PS Web App & Platform / Budget & Cost Management 0

When a PCCO is pending, the total Budget Applied Amount should not be added in the current contract value in the Application for Payment.

It should only be added once the PCCO is executed.
Trimble ProX Team almost 3 years 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...
Rochelle Wintz over 5 years ago in PS Web App & Platform / Budget & Cost Management / Reports 0 Future consideration

Ability to save the sort order on Potential Change Order Items and Contract Invoice Detailed Items.

Ability to save the sort order on Potential Change Order Items and Contract Invoice Detailed Items. The items are currently displayed in the order they were added. It allows you to manually sort the item numbers but will not let you save it. There...
Trimble ProX Team almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

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

Exported Budget Screen should include Forecast Cost and Over/Under formulas

Since the Forecast To Complete, dates and allocation types are editable when exporting the budget, I assume it's used so we can enter our forecasts. When we start entering the forecast to complete costs, it should mimic in the spreadsheet as it do...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0