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Budget & Cost Management

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Small Business Tracking

Need more robust tracking for small business tracking. The MWDBE fields currently on the contract record do not meet the Federal or any State requirements. If they can be set to at least be configurable to track Federal requirements that would mak...
Ricci Stevens almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Export Budget Screen to Excel

In the budget screen you can pick and choose fields that you want to display. It would be nice to have the ability to directly download all the chosen fields into excel.
Roe Guerra over 2 years ago in PS Web App & Platform / Budget & Cost Management 1

Add labor hour quantities to budget

When pulling reports from Viewpoint JC module you are able to see cost dollars and actual labor hours. Add labor hour quantities to the budget portion of PS.
Benjamin Carlson over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

New Budget View does not allow easy tabbing through a column as before.

Before the client could click into one cell, enter that item, hit enter, and that would move to the next budget code/row. Now the Enter has changed and no longer moves you to the next row. Also the Tab just moves right and left between the columns...
William Atchison about 1 year 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 about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add More Detail Columns to Budget Transaction Detail

Currently the budget code transaction detail only shows you the commitment number. Add column for the Company, transaction date, transaction total would be helpful.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add Paid Date Filter to the Right hand side filter panel in General Invoices

In Contract Invoices you are able to filter the list view by paid date. This is not an available option in General Invoices. Please add so we can consistently run reports in both modules.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add the "Save & Add New" Button as an option when you use the Copy function for a budget code

In the budget, when you are adding a new budget code you have the button at the top to add where you need to enter all of the back end detail. or you can use the copy function which will generate the box for you to be able to make whatever modific...
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add column for Current Retention in the Contract Invoice

Contract Invoices currently only show total retention for all invoices. It would be helpful to have a column showing just the retention value for the current invoice to be able to pull/report on.
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Improve PCO Markups

A few suggestions to improve PCO markups: 1. On the form, keep markups separate from regular line items, similar to how tax is separated on POs.2. Allow for default percentages, budget codes, & descriptions, but give the user the ability to ch...
Byron Grimm about 5 years 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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