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Budget & Cost Management

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Ability to enter Negative Costs/Deducts in Contract Invoices

Client keeps running into an issue where they can't enter negative amounts in their Contract Invoices (use case is if they have a deduct invoice/credit). One comment was "it seems like the system is treating it like an error in the billable amount...
Guest over 4 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 over 4 years 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 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Improve PCO Markups

A few suggestions to improve PCO markups: 1. On the form, keep markups separate from regular line items, similar to how tax is separated on POs.2. Allow for default percentages, budget codes, & descriptions, but give the user the ability to ch...
Byron Grimm over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Budget Codes on the Fly

When filling out cost forms such as Potential Change Orders, it would be good to be able to add budget codes directly from that form, rather than backing out to the budget module to add codes for new scope.
Byron Grimm over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

When you click on the pulldown menu for cost codes in changes, the list does not come up in the order of the cost codes and has to be sorted first to find the cost code.

No description provided
Guest almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Budget Fields as Dashboard widget options

For stakeholders needing to see financial status of projects, a dashboard view of i.e. budget vs. projected budget will allow quick visibility into the health of their projects. Ideally, the dashboard would be adjustable so each budget column is a...
Guest almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Provide setting to set cost values to no decimal point for client's that do not use cents.

Provide a setting in Portfolio or Project settings that sets values to no decimal point. Currently the decimal is set to 2 spaces without any way of modifying. Some clients do not use cent with their business.
Guest almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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

Edit Budget Code on POs & Invoices

Currently, the Budget Code is locked down once a General Invoice is created from a Purchase Order. However, we need the ability to edit the Budget Code. The Superintendent or purchasing agent will create the PO and enter the budget code. Once the ...
Byron Grimm about 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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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