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Budget & Cost Management

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There should be a Purchase Order Change Orders Module just like there is a Subcontract Change Orders.

It doesn't make sense if there is a Purchase Order module why you can't do PO Change orders and have to do them as contracts instead or create a new PO for the change. We do several PO's per project and often times have to make adjustments for the...
Shelly Klarner about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Could we add a notes field in the PCO item grid that carries over to the SCO and Contract Invoice?

Currently for Schedule of values from a contract you can add notes to the field in that grid, and they carry over to Contract Invoice. The notes field displays in the Contract Invoice item grid. That notes field also shows on the rows for SCO and ...
William Atchison over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

PCO Selection Screen on PCOs, SCOs, and PCCOs - No Status

When choosing from the list of PCOs to add to either an SCO or a COR it does not show the status of each Potential Change Order. This is crucial as someone could accidentally attach a pending PCO to a COR or SCO. I have attached a screenshot of th...
Henrick Malpica over 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 almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Need Staff Resource Module

This would work well with a new Project Schedule module so we can see Staff Allocations by role to each Project then see where the missing staff would be on say Pre-Con projects, by date etc. We currently use Bridgit Bench for this but we'd like t...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Cost Modules: Show Summary for Columns in List Views

It would be great if ProjectSight could show an (optional) summary line on list views for cost records, and maybe allow users to select the summary for each column, such as Sum/Average/Count/Minimum/Maximum.
Brendan Radich over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

The change order status should automatically change the change order request status which in turn should automatically change the potential change order status.

No description provided
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

The ability to turn off PCO budget and cost auto sync

In Prolog you could turn off the auto syncing of the budget & cost sides of PCOs. Related to PSW-I-746 - there are cases where you may not want both sides to match, for example when a PCCO is signed and the status fields are changed to execute...
Guest over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Retainage Tracking at Budget Level

Clients are asking for the ability to see the retainage withheld at a budget level and not just at the Contract Invoice level. Having this capability would be very beneficial for a complete financial view of the project.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Sorting of Change Order Request

Is there a way that the system will allow us to sort Change Order Request by Open Assignments? Currently we are not able to sort by that feature.
Gustavo Ibarra 7 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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