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Budget & Cost Management

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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

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 about 5 years 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 over 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 over 3 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 about 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Revenue Codes Must be on Prime Contract Change Orders

Prime/Owner Contract are revenue so entering the contract amounts are assigned to revenue codes. When we create a Prime Contract Change Order, you must be able to allocate the changed revenue to the revenue code. Without this, we have to create in...
Mercedes Green almost 2 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 over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Upload/Download Contract Invoices

Add ability to upload/download Contract Invoices
Nick Weilemann almost 2 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 over 3 years ago in PS Web App & Platform / Budget & Cost Management 0