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Budget & Cost Management

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Exported Budget Screen should include Forecast Cost and Over/Under formulas

Since the Forecast To Complete, dates and allocation types are editable when exporting the budget, I assume it's used so we can enter our forecasts. When we start entering the forecast to complete costs, it should mimic in the spreadsheet as it do...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add hours to the list options for PCO/COR/CCO

It would be great to have hours show up in the listing of PCO's/COR's/CCO's so we don't have to drill into each one to look for the hours requested.
Nancy Burriss 5 months ago in PS Web App & Platform / Budget & Cost Management 0

Provide setting to set cost values to no decimal point for client's that do not use cents.

Provide a setting in Portfolio or Project settings that sets values to no decimal point. Currently the decimal is set to 2 spaces without any way of modifying. Some clients do not use cent with their business.
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Add 'From' and 'To' company addresses on the Application for Payment reports. Currently only the Company names appear.

Open a project and navigate to "Budget and Cost Management-Application For Payment"Open an application for payment and Print a report. Note that the addresses for the 'To' and 'From' companies do not appear on the report. Client would also like th...
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Allow formatting of text in the contract scope and general notes section of the contract.

This is useful for bolding headers, making bullet points and emphasizing certain contract terms. It should also allow for insertion of symbols and tables.
Guest 5 months ago in PS Web App & Platform / Budget & Cost Management 0

General Invoice item numbers do not re-sort correctly after adding more than 9.

I have submitted this as defect, but it was rejected, PS-46695. As a result I am submitting as an idea to provide a method for users to more easily reformat the item numbers with preceding zeros rather than having to do it manually.
William Atchison 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Financial Information Viewable by Company

For a company that is allowing CMs to operate as GCs on their jobs they would like them to have the ability to process invoices and access to company specific BCM information currently permissions are set edit/view all. Being able to apply a filte...
Nick Weilemann over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Create a COR from a PCO

In order to link a PCO to COR you have to leave the PCO module and go to the COR module. It would be nice to be in the PCO and be able to directly create a COR instead having to flip through the modules
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Potential Change Order Hidden Budget

Can we get a customized form option for PCOs? We need to enter the cost to the owner and also actual costs so would be good to add all that information on the change, but when sending or printing this the budget side of things should be hidden.
Mike Collins 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Show Cost Forecast as Linked Records in Budget Summary

It would be very helpful to show if a budget code is linked to a cost forecast in the summary > linked records.
Mercedes Green 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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