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Budget & Cost Management

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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 about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

ProjectSight is missing an option for dash in the budget Code Structure setup. Only period and space is available.

Each client is unique and some use dash in there budget code separators rather than a period or space. We should provide the option.
William Atchison over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Need PCO reports to be added that show quantities, units and unit pricing.

No description provided
Guest about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Contracts Scope of Work Rich Text Editor

It would be great if the scope of work field on Contracts allowed you to format text similar to the Notes section on Meeting Minutes.
Hunter Dickerson about 3 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 about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Contracts to have Wage Decision and Certified Payroll Tab

Wage Decisions and Certified Payroll are very important aspects to include in contracts. I suggest adding a whole tab that could outline the requierments of any public works projects with fields for the Wage Decision Number, who to turn in Certifi...
Guest over 4 years 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 about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Canceling a General Invoice or Contract Invoice

Once you pass the first screen on a General Invoice or Contract Invoice you cannot cancel out. The only way to remove that record is to "Delete". This is a big issue as we would not give delete rights to an average user. EXAMPLE: AP Role is keying...
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Tax Options for POs

We have customers who use General Invoice 01 against a PO to pay a deposit but do not pay tax on the deposit. They need to collect the full tax on subsequent GIs. Currently this is not possible with the way tax works. You must forgo using the tax ...
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Edit Budget Code on POs & Invoices

Currently, the Budget Code is locked down once a General Invoice is created from a Purchase Order. However, we need the ability to edit the Budget Code. The Superintendent or purchasing agent will create the PO and enter the budget code. Once the ...
Byron Grimm over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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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