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Budget & Cost Management

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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

Show Subcontract Change Order Number in Linked Records

The PCO Item shows Change Order = Contract Number - Subcontract Number but when linking a Subcontract Change Order record, it shows Contract Number - Sequence. If we have to manually link after the fact and have multiple COs for the Subcontract, i...
Mercedes Green 10 months 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

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 over 1 year 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

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

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

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

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

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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