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Need Revenue Forecasting

As per my other idea to add revenue columns from Prime Contracts linked to Revenue Codes, we need to add a Rev Forecast to Complete then a Total Rev Forecast. Also, when you create the Cashflow Forecast per month, as it brings in the cost forecast...
Mercedes Green over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

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 over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

We require an additional OCR function while uploading drawings to identify the actual revision number A,B,C or 1,2,3

Our index printed from PS shows the revision of its upload and not the current drawing revision. This extra OCR function would be able to enable us to add this correct information to our drawing Index.
Guest about 2 years ago in PS Web App & Platform / Batch Edit 2

Remember last used filters in Drawings module

When working in the Drawings module, filters are currently not retained.Every time a user switches to another drawing, navigates to a different module (for example Action Items), or uses the mobile/iPad app, all filters are reset to the default vi...
Niels van ANdel 5 months ago in PS Web App & Platform / Drawings 0

Be able to copy sections of a previously completed checklist to a new checklist

For certain checklists like inspections where say a particular piece of equipment is inspected daily and there is certain information that would be repetitive from day to day like project number and equipment number it would save a tremendous amou...
Bill Fadok over 2 years ago in PS Web App & Platform / Field Management 0

Checklists/Forms Logic

Design to allow for forms or checklist fields to house logic so that if a question is answered a certain way the user is asked to provide more detail, or requires an attachment, or requires them to fill out another form.
Wesley Ballance over 4 years ago in PS Web App & Platform / Forms 0

Summary of Changes Email

We would like to see a feature that provides a summary report of all changes across a project on ProjectSight. This summary would list each record (grouped by record type) that was modified in any way, and give a brief summary of the changes such ...
Brendan Radich almost 3 years ago in PS Web App & Platform / Notifications 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 5 years ago in PS Web App & Platform / Budget & Cost Management 4 Future consideration

Punch changes see below

For punch, great Punch Item Stamps (drywall, paint, electrical, etc). User to customize be able to filter punch items by person & company assigned to
Guest 10 months ago in PS Mobile Apps / Punch 1

Notification Option on Drawing Upload

Can you add the ability to notify/cc people on drawings uploaded via the drawing module, similar to how it is in Drawing Sets?
Ricci Stevens over 1 year ago in PS Web App & Platform / Drawings 1