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Budget & Cost Management

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Contract Value on Contract Invoices

The Contract Value on Contract Invoices should not include Change Orders that have not been approved or that happened after the billing period of the invoice. You can't bill for future work and yet ProjectSight is reflecting the value of future wo...
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Wants new Budget Units and Budget Hours applied to General Invoice.

The client needs a method to track Actual Hours in the budget view so that a true Budget vs Actual comparison can be reported and forecasts can then be performed. The client sees this as and oversight to have not applied this the General Invoice f...
William Atchison 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Upload files to COR

Be able to add COR's from subcontractors so when the report is printed, all paperwork is attached.
Guest over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add "Contract Number" field to PCO Field Attributes

Currently, the Contract Number field is not available within PCO Field Attributes. Some customers need to be able to make this field required.
Hunter Dickerson over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to Discard Changes on a Change Order after Creation Screen

Currently if you start creating a Change Order (SCO or PCCO) and enter the Description, Contract, and click "Create", it saves the Change Order. It would be great if it didn't actually save the CO as a new record until you click "Save" or "Done" o...
Hunter Dickerson over 3 years 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 over 4 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

Allow Export/Import in Contract Invoice

Export/Import is currently not available for Contract Invoices. This function would be helpful for 2 reasons: There are several custom fields used in CI that need to be updated on a regular basis for multiple records. Right now, you have to go int...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Multi-Select Reports

There are several workflows that require us to print multiple reports for one record. We then need to download them separately and combine them in Adobe. If we could have an option in the print screen to select multiple reports (custom or not) at ...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Create a method to show the current amount available for all Contract line items for a period.

Create a method to show the current amount available for all Contract line items for a period. Show what is paid and pending against every line item so they can determine how much is still available. The business reason is to see the amoun...
Michael Worthington over 1 year 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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