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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

Ability to save the sort order on Potential Change Order Items and Contract Invoice Detailed Items.

Ability to save the sort order on Potential Change Order Items and Contract Invoice Detailed Items. The items are currently displayed in the order they were added. It allows you to manually sort the item numbers but will not let you save it. There...
Trimble ProX Team almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

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...
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management / Reports 0 Future consideration

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 about 1 year 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

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

Add Contract Value to this CO to SCO List View

Would like to see, at the list view, the value of each commitment through that specific SCO, instead of displaying the current value on succesive lines.
Guest 12 months ago in PS Web App & Platform / Budget & Cost Management 0

Could we change the Cost Period Current Period setting to fall over the current date? Please

Clients in support typically ask about this. They do not want to have to keep going to set the Current Cost Period in the Settings and to make matters worse we force them to set it per project (Existing idea for Portfolio setting current period: h...
William Atchison over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Wants new Budget Units and Budget Hours applied to General Invoice.

The client needs a method to track Actual Hours in the budget view so that a true Budget vs Actual comparison can be reported and forecasts can then be performed. The client sees this as and oversight to have not applied this the General Invoice f...
William Atchison 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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