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Budget & Cost Management

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Module Security Should Flow To Widgets - If amount fields are hidden they should not show on widget to user

We hide financial data on PCOs to our trades as we use the PCOs for sending RFQs. We hide the Estimated, Proposed, Approved amounts so that they are sending quotes without seeing our estimates. If that Trade adds the widget for PCOs, they see the ...
Mercedes Green 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Budget Codes on the Fly

When filling out cost forms such as Potential Change Orders, it would be good to be able to add budget codes directly from that form, rather than backing out to the budget module to add codes for new scope.
Byron Grimm about 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Multiple Attachments in BCM

In the Contract Invoice, General Invoice and Purchase Order module you cannot attach a document (or documents) to more than one record at a time. In list view there is the ability to check multiple records and download the links to all of the chec...
Nick Weilemann over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Adding a COR tab to the Owner Contract for tracking CORs.

Clients who use CORs would appreciate being able to link the COR to the Owner (Prime Contract). Also if this could autofill the To Company with the Owner.
William Atchison over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

When copying a PCO record, bring in default allocations and unlock

If copying an approved / locked record, we want to start with default (approximate) allocations, etc.
Guest 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Budget Transfers - Original Budget Amount

This idea/suggestion relates to the Budget Transfer function in the Budgets module. When transferring an amount from one budget code to another it changes the Original Budget amounts of those codes. It would be good if there was an approval proces...
Guest over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Contract Invoice Break down like Pay Apps

We would like for the subcontractors to be able to breakdown their SOVs at the contract invoice level like you can at the Application for Payment level. First CI pulls the Contract SOV or you can enter your Ownn.
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Make Additional Items Text Fields Bigger

Our team utilizes the addition field's job site requirements as the source for our scope on crystal reports. Currently, that box is no bigger than 1.5" x 2.5", and it is nearly impossible to read the scope in the box. It makes it very difficult to...
Guest 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Ability to Filter out Closed PCOs in Change Order Request

Some PCOs are handled internally using money form contingency or other means and the record is closed without ever having progressing to a COR or PCCO. However these PCOs can be seen and possible linked accidentally to a COR because even though th...
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Budget Update Functionality

We need the ability to modify Budget Codes after a project has started monies have been spent. Example 1: Need to change the number of characters in a budget group due to increased scope and have all existing codes reflect the new structure. Examp...
Ricci Stevens over 2 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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