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WinEst integration for Projectsight

Enhancement description: Companies that use WinEst for their estimating would like to have the ability to import estimates directly into Projectsight What are we trying to accomplish? Streamline business processes and utilize Trimble family of pro...
Guest over 7 years ago in PS Web App & Platform / Integrations 0 Future consideration

Request to have contract numbers increment like Prolog allowing Prefixes and Auto Numbering like 9845-001 to 9845-002

Enhancement description: Currently ProjectSight does not Auto number when a prefix contract number is in place. Please add functionality similar to Prolog that allows auto-numbering with contract number prefixes such as 9485-001 to 9485-002. What ...
Guest over 7 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Ability to turn off autonumbering in Meeting Minutes

I am unable to turn off the auto-numbering for Meeting Items.
Guest over 7 years ago in PS Web App & Platform / Document Control 0 Future consideration

Ability for multiple comments to be marked as an answer

Enhancement description: ProjectSight RFI - Ability for multiple comments to be marked as an answer. Currently the option in comments only allows one comment to be the answer. What is the customer trying to accomplish? Client wants more control th...
Guest over 7 years ago in PS Web App & Platform / Document Control 0 Future consideration

Ad-Hoc Reporting to Include Status Colors in Report

Currently Ad-Hoc reports will show the status column in the reports but does not show the color associated with that status. Visually, it's easier to distinguish statuses in the summary reports when you can also see the colors.
Amanda Newsom almost 3 years ago in PS Web App & Platform / Reports 0

Need a new "Uncommitted/Unapproved/Pending Costs" cost column in the Budget

We view an uncommitted cost as a cost entered that we have not yet fully processed/approved/integrated to Vista. Currently in PS it's showing our budget amount which is not helpful since we already have a current budget column. On a Purchase Order...
Mercedes Green almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Need ability to restrict workflow status at project level

Currently, anyone can update a project to "Closed" but need ability to restrict this to Admins, similar to how other workflows allow restrictions.
Guest almost 3 years ago in PS Web App & Platform / Workflow 0

Adding the ability to export the Budget Items Transaction Summary from the Budget Tab to show all costs incurred to each Budget Code.

By adding the function of exporting the Budget Item Transaction Summary when clicking on each budget code in the Budget tab, we will be able to monitor funds moving in and out of the budget code more effectively. This will be beneficial when track...
Guest almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Add ability to edit comment Resolution Dates by administrators.

Clients need a method to subsequently edit submittal records to use the Dashboard Average Turnaround. If clients previous only used the status to close out submittals, records would be missing a Resolution Date (required for the Average Turnaround...
Guest over 6 years ago in PS Web App & Platform / Forms 1

Attach Links to Reminder and Overdue Notifications

Because we are driving most of our contacts to respond via their e-mail notifications It would save time if reminder/overdue notices included the links vs the contact having to go back to find the original assigned notification. They can reply fro...
Shelly Klarner almost 2 years ago in PS Web App & Platform / Notifications 0