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Budget & Cost Management

Showing 246 of 2009

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

Add retainage column to Budget list view

The available columns to choose from in Budgets view does not include Retainage. Having this available would be useful to have at quick glance.
Trimble ProX Team almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Add an option to number Contract Invoices per Contract rather than per project.

Clients have differnet processes and some would like the option to have their Contract Invoice auto-number per contract rather than per project for easy tracking.
Guest almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to Asssign Default Mark-Ups to Specific Contracts

Currently, when you apply a Default Mark-Up to a PCO, you have to go through and assign each line to a specific contract. It would be helpful to be able to assign each mark up to a specific contract during set up. Like you can assign it to a speci...
Dan Bentil almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Need to follow payments on an approved AFP or Invoices.

Project manager don't like to fight for payments but it is a must do. I don't want to ask accounting each time I need a summary off dues.
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to Filter out Closed PCOs in Change Order Request

Some PCOs are handled internally using money form contingency or other means and the record is closed without ever having progressing to a COR or PCCO. However these PCOs can be seen and possible linked accidentally to a COR because even though th...
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Allow quatities for PO Line Items with $0.00 Unit Price

When entering a Purchase Order Line Item at $0, the Quantity defaults to 1.00. If you attempt to enter a different number in the field, it goes back to 1.00 There are a number of reasons why you might want to enter a PO Line Item with a Quantity b...
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Contract Schedule of Values should have copy feature for line items

Manually building a schedule of values is tedious. A copy feature or a batch edit feature would allow us to assign the same budget code to all line items.
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Likely to implement

Easily allow for Potential Change Order default Markups to not include previous Markups in their calculations

Currently Default Markups in PCOs include the previous Markups in their calculations. Include a method or way to only calculate the Markups from the PCO totals only. Some clients do not want the each preceding Markup to be included in the Markup c...
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 0

PCO Line Item View Access by Company

When creating PCO there may be multiple trades linked to the various items. Currently in order to all the trad vendor interact with the PCO and log their pricing they are able to see what other trades are also inputting. Ideally it would be nice i...
Ricci Stevens about 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Already exists