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Budget & Cost Management

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Add the ability to save different views on the Budget screen

Different view can be helpful when sharing the budget with different team members. For example, when sharing the budget with a client, it is helpful to remove all of the cost columns. when sharing with a sub, it is helpful to remove all of the bud...
Julie Adler over 5 years ago in PS Web App & Platform / Budget & Cost Management 1 Shipped

Include IsApprovedForBudget in all Budget & Cost Management Record XSDs

In order to report and calculate financial totals please add the IsApprovedForBudget field to all XSDs. Currently there are missing in XSDs such as PCOItems or ContractSchedOfValues. If these are used in subreports there is no way to filter out re...
Michael Handlmaier over 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Copying Proposed Costs to Approved

In Prolog you used to be able to copy the proposed costs from its column, to the approved column by copying/paste. Now we have to input them individually, which takes time and could fat finger and mess up an value when inputting.
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Remove the PCO Item prompt to use the Budget Code Description

Is there a way to make this auto message stop in PCO's (to replace the budget code description)? Whenever I put the cost code in, it automatically asks me if I want to replace the description I wrote with the Budget Code word. And if I accidentall...
Guest almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Please add Revenue Code form to ProjectSight like in Manager.

This was a usefule form as there is no other way to track revenue for a non-committing contract.
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

SCO Data Group Additions

I want Contract Summary report that list all my SCO details as well. To do this I need a SubContractCOPCOItemLinks data group that selects all of the standard SCO fields and PCO Item fields. Currently you can see then on the Record in ProjectSight...
Ricci Stevens almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

ContractInvoiceItems Data Group with ContractInvoices

The Contract Invoice Record shows calculated fields that pull from the Contract Invoice Items. This is great when you are looking at the record itself but when trying to report on this information in a sub report the information at both levels is ...
Ricci Stevens almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Duplicate Contract Invoice Numbers

Need the ability to have duplicate Contract Invoice Numbers. This functionality is now available on General Invoices but it would be great to have the same functionality on Contract Invoices for the same reasons.
Hunter Dickerson over 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

Unlock the AFP Category

Can you please not lock the Category field when creating new AFP records? The Date and Reference fields stay unlocked for updating but the Category gets locked. Can you treat them all the same?
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 1 Shipped

Add import from Excel for Budget Lookup Groups and Budget Codes

Budget Lookup Groups and Budget Codes have to be created manually. This is painful, especially if you have a large number of Budget Codes and use project specific codes.
Guest about 6 years ago in PS Web App & Platform / Budget & Cost Management 0 Shipped

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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