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Budget & Cost Management

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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

PotentialCOItems_ForCOR XSDs

Can you add the following field to the PotentialCOItems_ForCOR XSD? PCO Notes PCO Reference PCO Category PCO Reason
Ricci Stevens 11 months ago in PS Web App & Platform / Budget & Cost Management / Reports 0

Prime Contract Change Order Changes To Date Need to Include any PCCO that's approved not just Prior

When managing a lot of changes to a Prime Contract, they are not always in a set order nor approved in that set order. If we have 4 PCCOs that are awaiting signature and PCCO 3 gets approved but 1, 2 and 4 are not, when printing PCCO 1 and 2 they ...
Mercedes Green 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Need a new "Uncommitted/Unapproved/Pending Costs" cost column in the Budget

We view an uncommitted cost as a cost entered that we have not yet fully processed/approved/integrated to Vista. Currently in PS it's showing our budget amount which is not helpful since we already have a current budget column. On a Purchase Order...
Mercedes Green almost 2 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 over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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 12 months ago in PS Web App & Platform / Budget & Cost Management 0

User should be able to print the screen view of a Budget Summary Report when Grouped by Phase

There is an option to Group by Phase. It seems if you are asking that the report format be grouped by phase, you should be able to print out a copy that looks like your Screen View.
Guest almost 5 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 12 months 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 12 months 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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