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Budget & Cost Management

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Quote requests

We would like a quote request section to be created. This would allow us to send out quote requests by email. Quote access would NOT be shared between trades...We would like our trades to have the ability to upload the submitted quote.
Guest 3 months ago in PS Web App & Platform / Budget & Cost Management 0

Allow changes to budget code on commitments after they have been invoiced against and push down to invoices

Currently, after an invoice has been created against a Contract or Purchase order, the budget codes are not able to be changed. Sometimes lines are misclassified/wrong budget code selected and the only way to put it in the correct budget code is t...
Katy Rodina 3 months ago in PS Web App & Platform / Budget & Cost Management 0

Show Subcontract Change Order Number in Linked Records

The PCO Item shows Change Order = Contract Number - Subcontract Number but when linking a Subcontract Change Order record, it shows Contract Number - Sequence. If we have to manually link after the fact and have multiple COs for the Subcontract, i...
Mercedes Green 4 months ago in PS Web App & Platform / Budget & Cost Management 0

Contract Invoices - No Delete Capabilities

We must be able to prevent users from deleting line items from a Contract Invoice when they do not have deletion rights. Currently, in ProjectSight, a user with no delete rights can delete a change order from their contract invoice (negative or po...
Ricci Stevens 4 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Detail to PCCO History

In the PCCO History, if a PCO is added or deleted from the record, it simply states that a PCO was added / deleted, but does not specify which PCO. We need to see specifically which PCO was added / deleted.
Guest 5 months ago in PS Web App & Platform / Budget & Cost Management 1

Add Contract Value to this CO to SCO List View

Would like to see, at the list view, the value of each commitment through that specific SCO, instead of displaying the current value on succesive lines.
Guest 5 months ago in PS Web App & Platform / Budget & Cost Management 0

PotentialCOItems_ForCOR XSDs

Can you add the following field to the PotentialCOItems_ForCOR XSD? PCO Notes PCO Reference PCO Category PCO Reason
Ricci Stevens 5 months ago in PS Web App & Platform / Budget & Cost Management / Reports 0

Prime Contract Change Order Changes To Date Need to Include any PCCO that's approved not just Prior

When managing a lot of changes to a Prime Contract, they are not always in a set order nor approved in that set order. If we have 4 PCCOs that are awaiting signature and PCCO 3 gets approved but 1, 2 and 4 are not, when printing PCCO 1 and 2 they ...
Mercedes Green 5 months ago in PS Web App & Platform / Budget & Cost Management 0

The final substantial completion date does not add up with the original substantial and additional change order days

Hi, when the change orders add a number of days to the project, it means working days not calendar days but (as you can see in the attached pictures from one of our projects) in the Prime Contract detail, Project Sight does not exclude the weekend...
Pooya Akram 5 months ago in PS Web App & Platform / Budget & Cost Management 0

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 6 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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