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14
VOTE
2
VOTE
4
VOTE
In Portfolio Settings, Users, Allow us to search projects by Sequence * . That is where Vista syncs our Job Number.
When we are assigning a user to project(s) we can only search by project name. When they are synced from Vista, Job Number syncs to the Sequence * field for the project. The search bar in Users above projects should search in both Name and Sequenc...
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14
VOTE
4
VOTE
Add PCO Number to Subcontract Change Order Integration
In order to make the Subcontract Change Orders imported from ProjectSight align more to how they were done in Vista, please add the PCO number to the SL Change Order "Approved CO" field. This will then update the PM module to show the PCO as it di...
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14
VOTE
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...
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Future consideration
8
VOTE
7
VOTE
2
VOTE
Contract/Purchase Order Number Enhanced Formatting
Several ideas are floating around around Contract and Purchase Order Numbers, but here is a combined request for what is needed across the board for these two records. Ability to Auto-Number based on Contract Type Prefix Ability to define a prefix...
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6
VOTE
Reports do not have a way to include record Item attachments such as Checklist items.
As a result of missing functionality described in https://projectsight.ideas.aha.io/ideas/PSW-I-1542 the inability to include the Checklist item attachments is more relevant to the client. The report will only provide a link, so the client has a i...
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