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Budget & Cost Management

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Create Private and Public Budget Views

For certain tasks like forecasting, you want to see many columns, but for others like simple budget vs committed with over/unders, you only want to see a few columns. Having to remove the re-add columns each time is time consuming. We'd like to be...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

PLEASE CLOSE

Like many companies we use the subcontract record for purchase order. We need to be able to indicate unit count and unit cost. Please add option to track.
Michael Handlmaier over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Already exists

Need ability to add custom fields to CashFlow Forecasts Line Items

Currently it is only possible to add custom fields to the header or overall CashFlow Forecast, but not to the line items where the budget codes and amount are listed. Most of the other forms have the line item detail. This could allow us to enter ...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Budget/Cost Allocations - Management

Can you enable it so we can disable certain allocations we do not want our users to utilize.
Ricci Stevens about 3 years ago in PS Web App & Platform / Budget & Cost Management 1

Add more space to Budget Summary fields

Currently, when a budget summary amount is more than 9 characters, the system adds "...". It would be great if the system could accomodate more space for amounts longer than 9 characters so a user can see the full amount without hovering their cur...
Hunter Dickerson about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Current Budget Taking Precedence over Original Budget

In short if your project started with X budget, then later gets a large change order Y, you are unable to fund new phases due to the Original budget value being lower than what you need to fund that new budget. Change orders only change the Curren...
Guest about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Project specific settings for rounding

Change orders should be able to be set to round to the nearest dollar (per project basis).
Guest about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

T&C Field or Notes Field in the Purchase Order form

The Purchase Order form catches 90% of what we need but a place to enter the Terms and Conditions is missing. Even a Notes or Memo field where we could type in the information would be helpful.
Ricci Stevens almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Block cost changes for unlocked Contracts

Enhancement description: Allow admins to block the ability to block any cost changes from being linked to a contract before it is in a locked status. What are we trying to accomplish? Avoid having to delete and recreate cost records if, for some r...
Brendan Radich almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Required Fields for Purchase Orders

The PO creator should be required to create a line item within the PO when they open it. Right now, this is not a capability, only making fields required within the PO module and within an line item once it’s created. The pitfall is when an FE cre...
Nick Weilemann 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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