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Budget & Cost Management

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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 about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

There needs to be a PO and Subcontract Cost Release Procedure

Before moving to ProjectSight, if a PO was estimated to be $100,000 but due to timing, schedules, etc we only get invoiced $75,000, we need a way to release the remaining $25,000 as it will never be invoiced. The same could hold true for a Subcont...
Mercedes Green about 1 year 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

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

Print Purchase order with signature template

Currently, when you print a Purchase Order, you do not have a template with signature (Similar to the Subcontractor Change Order). It does not make sense in sending out a Purchase order without a signature, as it would not show who authorized it. ...
Jay Pillai about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Import/Export PCCOs

Add ability to import/export prime contract change orders.
Nick Weilemann about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Import/Export SCOs

Add ability to import/export subcontract change orders.
Nick Weilemann about 1 year 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

PO Signed By Fields

Can you add Signed By fields to the Purchase Order form similar to the Contracts module?
Ricci Stevens over 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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