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Budget & Cost Management

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Need Separate Numbering Per Contract Type

We need each Contract Type (Subcontract, Purchase Order, Owner Contract) to have their own numbering sequences. If we create 2 Subcontracts, then someone creates another type, our next Subcontract is out of sequence and now our Subcontract log loo...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

The ability to lock the budget side of a PCO and not the cost side.

Currently the budget and cost side of the PCOs are in sync. This is problematic when a PCCO is signed and the status fields are changed to executed. Many time the subcontract change orders are not written immediately and not necessarily for the sa...
Paige Sattler about 4 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 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Batch Edit feature for Contract Invoices, General Invoices and Application for Payment

Add Batch Edit feature for Contract Invoices, General Invoices and Application for Payment
Trimble ProX Team over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Purchse Order Line Item Tax

We have 3 sales taxes (PST, PST Exempt, 12% PST for Fossil Fuel combusion systems) that we have to use and need to be able specifiy tax for each line item of a Purchase order.
Don Glaicar 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 over 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Ability to Refresh General Invoice Line Items from Purchase Orders

Currently, if you delete a line item from a General Invoice that is linked to a Purchase Order, there is no way to add it back in without deleting and recreating the record. The ability to add PO line items back into an invoice via the 'Add' butto...
Ricci Stevens over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Create New Budget columns

Budget Budgets- be able to create brand new columns with formulas if needed
Jane Shulzhenko over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Customizable PCO Logs Sorted by Company/Budget Code

Currently we can only download reports based on the data that applies to the PCO as a whole. We need some way to customize the reports so that we can select what data from inside each PCO we would like to see. This would allow us to review the tot...
Guest over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Global Budget View

Currently each individual user can customize their own Budget View. Can we add a setting to standarize a budget view across a portfolio?
Henrick Malpica almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0