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1
VOTE
Revenue amounts syncing to Vista with the PCO before PCCO
Sync a fixed amount from a potential change order entered into ProjectSight to reflect in Viewpoint Vista. There are several instances where we are working on a change order prior to the PCCO being issued, and we would like to project revenue incl...
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49
VOTE
3
VOTE
Allow Default Overhead and Profit Markups Without Requiring a Cost Code
Description: In the current workflow, ProjectSight requires a budget/cost code for all default markups. However, when a markup represents Overhead or Profit, it is not a cost item. These markups should be added to revenue, not cost. Request:
Whe...
0
4
VOTE
48
VOTE
20
VOTE
Allow Linking Companies and Jobs with ERP in API
Currently we can create Companies in ProjectSight but it will not allow us to add the ERP values needed in order to link the Company with a Customer or Vendor in Vista. We also can't automatically link Jobs within the API. We would like to control...
0
36
VOTE
2
VOTE
When creating checklists, it would be efficient to have the ability to copy rows and paste those rows in the same template if you have items you want to duplicate several times.
It would help with efficiency of checklist creation for all users. If there are repetitive line items or groups (header with underlying line items) it would allow users to quickly create a checklist as opposed to manually entering the same row/lin...
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30
VOTE
23
VOTE
