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Budget & Cost Management

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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

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 11 months 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

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

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

Request to have contract numbers increment like Prolog allowing Prefixes and Auto Numbering like 9845-001 to 9845-002

Enhancement description: Currently ProjectSight does not Auto number when a prefix contract number is in place. Please add functionality similar to Prolog that allows auto-numbering with contract number prefixes such as 9485-001 to 9485-002. What ...
Guest almost 6 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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 almost 3 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 almost 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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