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Budget & Cost Management

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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

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

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 11 months 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 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

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

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

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

Application for Payment Attachments

When creating your Application for Payment from Contract Invoices and General Invoices it would be great if the corresponding attachments could be brought over as well so that one report with all corroborating backup documentation can be generated...
Ricci Stevens about 4 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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