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Budget & Cost Management

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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 almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Add hyperlinks to Budget view

Add hyperlinks to Budget view.
Guest almost 6 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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

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

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 over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Already exists

On the Client Invoices/Application for Payment can you add a total line?

While you are checking a Payment Applications from a received Payment Application, you cannot check their Continuation Pages against ProjectSight unless you run the report.
Roe Guerra about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to Group Forecast

Users would like the ability to group the Budget Codes in the Forecast module similiar to how they group the codes in the Budget area. Added bonus, the ability to filter the budget codes by the various groups would also be helpful. For example, Yo...
Ricci Stevens about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

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

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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