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Budget & Cost Management

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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

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

We would like the system to function so that the contract value increases the full amount of the PCCO and the budget increases only the true cost of the work.

We would like the system to function so that the contract value increases the full amount of the PCCO and the budget increases only the true cost of the work. Right now, when we enter the budget and cost lines - there is no place to enter the actu...
Trimble ProX Team about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Allow quatities for PO Line Items with $0.00 Unit Price

When entering a Purchase Order Line Item at $0, the Quantity defaults to 1.00. If you attempt to enter a different number in the field, it goes back to 1.00 There are a number of reasons why you might want to enter a PO Line Item with a Quantity b...
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to format contracts (indent, bullet points, bold, etc)

It is important to organize and format contracts, indents, bold text, etc do not copy over from word.
Kenani over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Fill Notary Info on Application for Payment

The notary information has been entered on the details page where you edit the project information on the main screen. When an application for payment is created, the info does not appear. Can the information get carried over to the application fo...
Guest over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Include subcontractor documents to Application for Payments

Use Case: Need to include 60 sub contract invoices in the Application for Payment and ALL documents (releases, waivers etc.) as the supporting documentation on that Application for Payment. Right now, it is very time consuming to go into 60 contra...
Jane Shulzhenko over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Add ability to remove, move or modify the size of the Notes section in Payment Application form

The application for payment form has a large Notes section at the top. We would like the ability to remove this area, or at least reduce the size or move it underneath the detailed items list. The items are what we need to see and we have to scrol...
Guest almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Financial Summary to Contract Record

Right now, you have to go to 3 different places to see full SOV including CO for a contract and see how much has been paid against the contract and each line. Can we add a tab in the contract record that shows a full financial summary including a ...
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Allow record number to be changed by Admin if record is not in complete status

If a record (GI, CI, Contract, PO) is not in a completed state, allow the system admin(s) to edit the record number. If the user has a typo in this field, the admin is required to delete the record and start over. If the record has just been creat...
Katy Rodina about 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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