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Budget & Cost Management

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Multiple Signers & Signing Order on Cost Records

Some projects require more than two parties to sign certain records, such as Prime Contract Change Orders. For these records, we would like to be able to create a report that includes signature lines for 3, 4 or more signers, but it's impossible t...
Brendan Radich almost 4 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 almost 2 years 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 almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

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 over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Ability to suppress units & hours for Budget columns at budget record type level.

Currently, suppressing units and budgets is for all units & hours across all budget record types. This is limiting the ability to limit the column list in the columns selection window which presents budget columns that are not being utilized a...
Bill Fadok 9 months ago in PS Web App & Platform / Budget & Cost Management 0

Upload files to COR

Be able to add COR's from subcontractors so when the report is printed, all paperwork is attached.
Guest over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Programmable Columns in the Budget and Cost Module for User-Defined Calculations

The ability to add customizable columns to the budget that allows the user to define simple calculations like (X * -1) inversing positive and negative results AND more complex calculations that allow users to use pre-defined datasets (i.e. Current...
Guest almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Allow Export/Import in Contract Invoice

Export/Import is currently not available for Contract Invoices. This function would be helpful for 2 reasons: There are several custom fields used in CI that need to be updated on a regular basis for multiple records. Right now, you have to go int...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Multi-Select Reports

There are several workflows that require us to print multiple reports for one record. We then need to download them separately and combine them in Adobe. If we could have an option in the print screen to select multiple reports (custom or not) at ...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Create a method to show the current amount available for all Contract line items for a period.

Create a method to show the current amount available for all Contract line items for a period. Show what is paid and pending against every line item so they can determine how much is still available. The business reason is to see the amoun...
Michael Worthington 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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