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Budget & Cost Management

Showing 296 of 2316

Subcontract Change Orders should number automatically per each SUBCONTRACT, not linearly per ALL Subcontracts

Currently, when adding a Sub CO the auto numbering treats all Sub COs for the project in order. For example, the 5th Sub CO on a project gets the number (5), but it might be the 1st CO for that particular sub (so it should be CO1 for that Sub). Ev...
Shane Abernathy 5 months ago in PS Web App & Platform / Budget & Cost Management 0

Application for Payment - Detailed Items Column Totals

In the Applications for Payment module can we get a total for the Detailed Items Columns so that we can see the totals as we are building the Schedule of Values or entering the Work This Invoice Values.
Jennifer Dickman 12 months ago in PS Web App & Platform / Budget & Cost Management 0

Add ability to forecast at the PO level

My understanding is that the current forecasting capability is only at the budget item level. I'd like the ability to forecast all the way down to the PO level.
Guest 19 days ago in PS Web App & Platform / Budget & Cost Management 0

Add Notes Memo to Budget Screen

I know we can add a custom field to the Budget screen, however, that field is not saved to a snapshot, nor does it flow to the Cost Forecasts. We want to be able to enter notes on each budget item that we are forecasting so each snapshot has that ...
Mercedes Green 19 days ago in PS Web App & Platform / Budget & Cost Management 0

We need a Budget Update Shutdown Period While Forecasting

We can have every policy in place to tell our Employees NOT to enter new financial data into ProjectSight while we are forecasting, but this almost never happens. We also can't shut off Employee's logins as they still will need to be able to acces...
Mercedes Green 20 days ago in PS Web App & Platform / Budget & Cost Management 0

CM Report

Currently there is no report in PS that shows the current cost status of the subcontractors. I can print a contract report, i can print a CO report. But it would be nice to have one that shows their contract amount plus all approved CO's to date f...
Lauren Smyk 3 months ago in PS Web App & Platform / Budget & Cost Management 0

Lock pdfs after signatures added

After using the Fill and Sign options on a document to add a signature, if any user downloads the pdf, all editing is allowed, which enables a user the ability to change the content of the document. If any user adds their signature using the Fill ...
Mercedes Green 9 months ago in PS Web App & Platform / Budget & Cost Management 0

Add prefix or suffix to the PO number

We would like to see a prefix or suffix as a setting to the PO number. We are trying to include the project number into the PO scheme. We think this will help track invoice better when the project name or number is not included
Megan Craven 3 months ago in PS Web App & Platform / Budget & Cost Management 1

Contract dollar amount on Budget screen

Would like to see the contract total populated to the Budget screen. This would more accurately indicate where the project is, in relation to the budget estimate, budget actuals, and contract amounts.
Josh Bruce 3 months ago in PS Web App & Platform / Budget & Cost Management 0

Further Detailed Application for Payment

Can we add options to have a Base Contract Value / Change Order / Billed Base Contract / Billed Change Order / Holdback per contract line on the application for payments in order to see if it is a base contract billing or change being billed at th...
Carrie Gilbert 3 months 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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