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Workspace PS Web App & Platform
Categories Integrations
Created by Mercedes Green
Created on Jun 24, 2025

RELATED IDEAS

Disable Adding Retainage/Holdback on Purchase Order Type Contracts to Vista

Currently when sending a Contract from ProjectSight to Vista, it adds the Retainage/Holdback since it is integrating with the SL module. When creating a Purchase Order Type Contract, there is no retainage/holdback, but since it is also importing these into the SL module, it's adding retainage.

Can it disable retainage on Purchase Order types? Can it then also disable retainage on Change Orders for Purchase Order Types?

The reason we cannot use Purchase Orders is many of these POs get either closed in Vista (that doesn't release the costs in ProjectSight) or funds added and has to be done in 2 systems. By using a Contract, we can do Change Orders.


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