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Budget & Cost Management

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User Friendly Purchase Orders

It would be great for Purchase Orders to be more user friendly. Tab or arrow through fields rather than having a split between using tab ket and using mouse.
Don Glaicar 26 days ago in PS Web App & Platform / Budget & Cost Management 0

Roll Up Change Event Dollars when Grouped by Status

Would be useful to see the total dollar amount for each Status
Guest 27 days ago in PS Web App & Platform / Budget & Cost Management 0

Create a, "Date Submitted" field, in the PCO Module

In the PCO Module, it would be very beneficial to have a "Date Submitted" field to help track the PCO proccesses. With this field, you can also create more accurate PCO logs to track when a PCO was created, when the PCO was submitted to the Owner,...
Jakeb Moon almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Adding the ability to export the Budget Items Transaction Summary from the Budget Tab to show all costs incurred to each Budget Code.

By adding the function of exporting the Budget Item Transaction Summary when clicking on each budget code in the Budget tab, we will be able to monitor funds moving in and out of the budget code more effectively. This will be beneficial when track...
Guest 2 months ago in PS Web App & Platform / Budget & Cost Management 0

Please Split Contracts and Subcontracts into Separate Records

Currently Subcontracts and Prime Contracts are in the same module. These types of contracts have very different requirements since one is dealt with by Owners and is Revenue and the other by Trades and are costs. They share the same sharing permis...
Mercedes Green 3 months ago in PS Web App & Platform / Budget & Cost Management 0

Add option to sort PCOs numerically

The Number in Potential Change Orders (PCOs) currently treats the numbers as letters and sorts alphabetically. It would be beneficial to sort numerically. Drawings has the sort options to sort either way for numbers. In the attached picture from D...
Tonya Overstreet over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Prime Contract Change Order - Void Amount when status is set to Rejected

Currently the status of a Prime Contract Change Order has no connection to the amount of the PCCO. So if the status is marked as Rejected but the PCOs are not removed, the CO amount will still affect the Revised Contract Total. It would be great i...
Hunter Dickerson over 1 year 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 12 months ago in PS Web App & Platform / Budget & Cost Management 0

Contract Line Item Consistency

Currently if we add any lines to a contract or change orders to a contract in the Budget and Cost Module the line items create a new list at the bottom of the Schedule of Values [SOV] for that contract. With this any increases to an existing line ...
Carrie Gilbert 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Message and Response from Subcontractors (RFQ from PCO)

ProjectSight needs a front-end to PCOs to allow us to collaborate with subcontractors about potential changes that may impact their costs or timing. A common use case is Construction Bulletins. We need to send a message to any subs that may be imp...
Eric Elfner over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

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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