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Budget & Cost Management

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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 almost 6 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Bid Proposal Tracking

Add invitation to bid feature, break it out by division/type of construction. The need to request for proposals exclusively separate from estimation similar to what was available in prolog. This tool for contractors is effective to monitor proposa...
Nick Weilemann almost 2 years ago in PS Web App & Platform / Budget & Cost Management 1

Quickbooks Integration

It would be useful to have an integration with ProjectSight's Budget & Cost Management and QuickBooks
Henrick Malpica 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 about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

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 almost 6 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Please remove big red banner warning user about their workflow limitations

When we restrict roles to workflow states, MOST especially owners, making it so obvious to them that their access is restricted to commenting with a big red banner stating "Your access to this record is limited to commenting only due to workflow p...
Mercedes Green 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Add a "-" (dash) as a delimiter option for Budget Codes.

Specifically for existing Vista users that use dashes in their Phase Codes, with or without integration to PS.
Tim McNally 6 months ago in PS Web App & Platform / Budget & Cost Management 0

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 almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Add tab to Budget for History Tracking

Add tab for History to the budget module to allow user to see changes made to the budget specific columns overall without having to click into each code.
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add Sum Line to the bottom of CI/GI/Contract Amount/Contract Clarifications /PCO

Add a sum line to the bottom of each form view that has anything to do with dollar value or quantities so it totals. Modules like the CI where you are entering information in one column but want to see the total of the other calculated columns as ...
Katy Rodina over 1 year 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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