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Budget & Cost Management

    Bi-Directional Change Order with Vista

    Change Orders need to be Bi-Directional. Some change orders need to be created in Vista. For Example many of our Change Orders are created with B2W estimate where the estimate software prepares everything. There is an partially automated process t...
    Robert Brown 9 months ago in PS Web App & Platform / Budget & Cost Management 1

    Display a total revenue amount at the top of the PCO module.

    We need to display a total revenue amount at the top of the PCO module. Currently, there are totals for both estimates and commitments. With the addition of the revenue field, it is important to include this total at the top as well. There are cer...
    Lawrence Dow about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

    Create a, "Date Submitted" field, in the PCO Module

    In the PCO Module, it would be very beneficial to have a "Date Submitted" field to help track the PCO proccesses. With this field, you can also create more accurate PCO logs to track when a PCO was created, when the PCO was submitted to the Owner,...
    Jakeb Moon over 5 years ago in PS Web App & Platform / Budget & Cost Management 1 Future consideration

    We need to be able to edit the PCO assignment and copy e-mail

    We need the ability to either edit the PCO assignment and copy auto-generated emails, or the values reflected in the email need to be removed. Presently, the e-mail contains estimated figures. We have certain stakeholders who may be assigned or co...
    Lawrence Dow about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

    Create PCO Revisions

    Just like with Submittals, you can create revisions based on changes that need to be revised from the original etc. We can currently do this manually with the following steps: Unlock PCO settings to remove auto-numbering. Open PCO you want to revi...
    Mercedes Green almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

    UOM Field

    Can you make the UOM field in all BCM forms a Lookup List rather than a Text Field? When people are not consistent in how they key in the UOM in ProjectSight it errors out on integrations. Making this a lookup list ensures consistency and less err...
    Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Likely to implement

    Application for Payment - Detailed Items Column Totals

    In the Applications for Payment module can we get a total for the Detailed Items Columns so that we can see the totals as we are building the Schedule of Values or entering the Work This Invoice Values.
    Jennifer Dickman over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

    Better Cost Period Settings & Controls

    With a linked ERP (e.g. Vista), ProjectSight has very valuable information availble to the project teams. However, without being able to easily change the visible cost period, important insights are out of reach for most users. Today, we can chang...
    Brendan Radich about 1 year ago in PS Web App & Platform / Budget & Cost Management 1

    import/export to excel PCO

    Not needing to manually add every SOV line in the interface.
    Rusty Welch 5 months ago in PS Web App & Platform / Budget & Cost Management 0

    Lock pdfs after signatures added

    After using the Fill and Sign options on a document to add a signature, if any user downloads the pdf, all editing is allowed, which enables a user the ability to change the content of the document. If any user adds their signature using the Fill ...
    Mercedes Green about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

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