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Budget & Cost Management

Showing 25

Create a COR from a PCO

In order to link a PCO to COR you have to leave the PCO module and go to the COR module. It would be nice to be in the PCO and be able to directly create a COR instead having to flip through the modules
Guest almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Add "Create SCO" button to Approved PCO Line Items

Enhancement description: Add a button to each PCO line item on a PCO to "Create SCO", once the PCO is approved. What are we trying to accomplish? Save time by quickly creating and sending a new SCO directly from the approved PCO. How is the lack o...
Brendan Radich almost 4 years ago in PS Web App & Platform / Budget & Cost Management 1 Future consideration

Small Business Tracking

Need more robust tracking for small business tracking. The MWDBE fields currently on the contract record do not meet the Federal or any State requirements. If they can be set to at least be configurable to track Federal requirements that would mak...
Ricci Stevens over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Add Budget Fields as Dashboard widget options

For stakeholders needing to see financial status of projects, a dashboard view of i.e. budget vs. projected budget will allow quick visibility into the health of their projects. Ideally, the dashboard would be adjustable so each budget column is a...
Guest almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Provide setting to set cost values to no decimal point for client's that do not use cents.

Provide a setting in Portfolio or Project settings that sets values to no decimal point. Currently the decimal is set to 2 spaces without any way of modifying. Some clients do not use cent with their business.
Guest almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Contract Clarifications Add Excel Import Capability

Customer using Prolog currently has the ability to 'paste' from Excel many lines of Clarifications. Currently in ProjectSight you cannot import nor can you paste multiple lines at one time.
Guest about 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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 about 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Add 'From' and 'To' company addresses on the Application for Payment reports. Currently only the Company names appear.

Open a project and navigate to "Budget and Cost Management-Application For Payment"Open an application for payment and Print a report. Note that the addresses for the 'To' and 'From' companies do not appear on the report. Client would also like th...
Guest about 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Would be good to have the ability to provide greater description and cost breakdown for each budget item.

No description provided
Guest about 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Show breakout of PCOs under Change Order

In Change Orders that encompass more than one PCO, it would be useful to have a report or view that shows a breakdown of all the PCO's - it shows the line item but doesn't allow to show the multiple breakout underneath (easily showing the differen...
Guest about 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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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