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Budget & Cost Management

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Ability to Copy & Paste Budget Codes in Contract Invoice & General Invoice

When cost coding contract invoices & general invoices for our accounting department. We need the ability to cut and paste into a pdf document. If we have to type the costs there is a chance of a typo error. Prolog & Converge allowed to cop...
Brian Shawe about 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Financial Summary to Contract Record

Right now, you have to go to 3 different places to see full SOV including CO for a contract and see how much has been paid against the contract and each line. Can we add a tab in the contract record that shows a full financial summary including a ...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Allow record number to be changed by Admin if record is not in complete status

If a record (GI, CI, Contract, PO) is not in a completed state, allow the system admin(s) to edit the record number. If the user has a typo in this field, the admin is required to delete the record and start over. If the record has just been creat...
Katy Rodina over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Budget Variance

It would be great if there was a setting for Budget Variance in the Portfolio and Project Settings. * Option 1: Projected Cost - Projected Budget* Option 2: Projected Budget - Projected Cost
Ricci Stevens over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

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

Exported General Invoices sheet > Items sheet move the Subtotal line to the right along with the other blue columns

With the Subtotal line moved over it would be easier to copy and paste data into the General Invoices > Items Sheet
Kiet Lam over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add hyperlinks to Budget view

Add hyperlinks to Budget view.
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Allow Budget Code Group Configuration for Vista Integrated Phase Codes

Vista does not have any groupings for Phase codes so we've had to use a phase mask that incorporates the division, phase and category into a single phase code separated by a delimiter (Vista allows periods or dashes). For example: 02.02123.01 is a...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Contract / Potential Changes Value Calculation

In the Contract module on the General Tab there is a value for potential changes. This value includes all PCO items listed on the change order tab even if those potential change order items were then determined to be no allocation or cancelled. It...
Jessica Ream over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Revenue Codes Must be on Prime Contract Change Orders

Prime/Owner Contract are revenue so entering the contract amounts are assigned to revenue codes. When we create a Prime Contract Change Order, you must be able to allocate the changed revenue to the revenue code. Without this, we have to create in...
Mercedes Green over 1 year 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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