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Budget & Cost Management

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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 about 1 year 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 about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Ability to format contracts (indent, bullet points, bold, etc)

It is important to organize and format contracts, indents, bold text, etc do not copy over from word.
Kenani over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Quick "Create PCO" button from the RFI module for returned RFIs

Decrease clicks, increase efficiency.
Guest over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

When copying a PCO record, bring in default allocations and unlock

If copying an approved / locked record, we want to start with default (approximate) allocations, etc.
Guest over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Make Additional Items Text Fields Bigger

Our team utilizes the addition field's job site requirements as the source for our scope on crystal reports. Currently, that box is no bigger than 1.5" x 2.5", and it is nearly impossible to read the scope in the box. It makes it very difficult to...
Guest over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add ability to remove, move or modify the size of the Notes section in Payment Application form

The application for payment form has a large Notes section at the top. We would like the ability to remove this area, or at least reduce the size or move it underneath the detailed items list. The items are what we need to see and we have to scrol...
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Remove the category suffix from individual budget codes so that all cost categories can be tracked under a single code

We would like to see the category suffix removed from individual cost codes and for all cost categories to be represented and/or tracked within each single cost code. For example, we would like the ability to budget and track costs for an item suc...
Ryan Pankratz over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Fill Notary Info on Application for Payment

The notary information has been entered on the details page where you edit the project information on the main screen. When an application for payment is created, the info does not appear. Can the information get carried over to the application fo...
Guest over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

There needs to be a PO and Subcontract Cost Release Procedure

Before moving to ProjectSight, if a PO was estimated to be $100,000 but due to timing, schedules, etc we only get invoiced $75,000, we need a way to release the remaining $25,000 as it will never be invoiced. The same could hold true for a Subcont...
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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