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Budget & Cost Management

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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

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

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

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

Add retainage column to Budget list view

The available columns to choose from in Budgets view does not include Retainage. Having this available would be useful to have at quick glance.
Trimble ProX Team over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Add an option to number Contract Invoices per Contract rather than per project.

Clients have differnet processes and some would like the option to have their Contract Invoice auto-number per contract rather than per project for easy tracking.
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

PCO "Owner View" Print Option

The PCO Log grabs all the PCOs, including internals unless you go and make a view and print THAT. Kind of clunky and a hassle when you are in a hurry. Prolog used to have an option called "Owner view" or something like that that would ignore all t...
Kenani over 3 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 over 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 over 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 over 2 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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