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Budget & Cost Management

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Easily allow for Potential Change Order default Markups to not include previous Markups in their calculations

Currently Default Markups in PCOs include the previous Markups in their calculations. Include a method or way to only calculate the Markups from the PCO totals only. Some clients do not want the each preceding Markup to be included in the Markup c...
Guest over 4 years 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 over 5 years 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

Contract Invoices - Prompt to ask if you want to populate Change Orders

Currently when you create a new Contract Invoice, it automatically pulls in any Change Orders associated to the Contract no matter what status those Change Orders are in. It would be great if there was a pop-up message that asks if you want to pul...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Cost to Complete

Please allow a new budget column to be added as well as a budget header for Cost to Complete. Cost to complete = Total Committed Cost - Actual Cost to date. Can the cost to complete come from commitments and not the budget?
Henrick Malpica over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Tie Change Orders to Executed Date

When a contract invoice record is no longer the last in the sequence for a contract, the cost period is locked. Any unapproved Subcontract Change Orders with a create date that falls within or prior to the now “locked” cost period, cannot be modif...
Nick Weilemann over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Allow Partial Retainage Release

Certain contracts require partial retainage release during a project timeline. Currently if you zero out retainage and capture it during your application it will then create a negative sum in the following period. One workaround is if you have cur...
Nick Weilemann over 1 year 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 7 months ago in PS Web App & Platform / Budget & Cost Management 0

Have a clear setting for whole dollars or allow for cents with Costing numbers.

Have a costing toggle setting that keeps cents rounded up to whole dollars for Budget and Cost Management.
William Atchison almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0

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 about 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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