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Budget & Cost Management

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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 almost 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

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 about 4 years 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 about 4 years ago in PS Web App & Platform / Budget & Cost Management 0

When editing the application for payment, in the header, add gross due and retainage

Currently, the current due is in the header. I would like to see the gross due on this application and the retainage for this application added to the header. The would help me to make sure my application for payment is the correct amount and that...
Gabe Barnett about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Put a total line on the application for payment page

I would like to see a total row at the bottom of the application for payment. This would be helpful because I can verify that the contract amount is correct, the billing amount is correct, my % complete so I can calculate my Profit and Overhead. T...
Gabe Barnett about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Have the Profit and Overhead auto calculate based on % billed.

I would like the Profit and Overhead be auto populated. The Overhead and Profit SOV would be put in with the first application for payment (and changed with Prime contract CO's) and then would be auto calculated based on the % billed. For example,...
Gabe Barnett about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Remove the category suffix from individual budget codes so that all cost categories can be tracked under a single code

We would like to see the category suffix removed from individual cost codes and for all cost categories to be represented and/or tracked within each single cost code. For example, we would like the ability to budget and track costs for an item suc...
Ryan Pankratz 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 about 3 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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