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Budget & Cost Management

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Summary Logs for Contract Invoices & General Invoices have totals amounts to pay due

Helpful to pull a quick pdf report for total amounts due especially when filtering items from multiple categories, ie: pending, approved for accounting, process by accounting, etc.
Brian Shawe over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Budget Allocation for Covering Negative Over/Under Needs UX Improvement

Issue: Currently in ProjectSight budget, when there is line showing a loss, in the Projected Over/Under column, you have to review the transactions to determine if the loss is from overusing Uncommitted Cost (by contract or by Use Uncommitted Cost...
Guest over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Add search option for Budget Sections within ProjectSight's Budget Module and Import Template

Currently you have to manually scroll through all of the cost codes to add a budget item. This is also true within the Budget import template. It would be great if you could start typing the first few letters of the code number or description and ...
Hunter Dickerson over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Add UDF fields for Policy Numbers for insurance in the "Additional Info Tab" in the Contracts Module

Adding a UDF field to add Policy Numbers, and Effective Dates for insurance is beneficial for recordkeeping, and running reports on which contractor has insurance. Knowing when the insurance goes into effect will help mitigate risk so that no cont...
Jakeb Moon over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Expand the Character Limit on Exclusion / Inclusion Items in the Contract

Expanding the limits on the Exclusion / Inclusion Items in the Contract tab will allow for a cleaner look when running reports. As it is now, you type as much as you can, and then have to move over to a different field to continue the Inclusion/Ex...
Jakeb Moon over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Budget Spec Section lookup group and Spec Sections module confusion

Currently, there is some confusion around where and how to configure Spec Section lookups for the Budget. We have the Spec Sections Module itself, the Spec Sections settings in Portfolio Settings with a lookup list that doesn't correlate to the Bu...
Guest almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Allow addition of backdated Cost Periods

Currently the cost periods under project settings can only be modified by adding new cost periods from the last added date. Users are not able to add cost periods manually for past periods. We've had projects get added to ProjectSight once the pro...
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Defect

Creating PCO, can the subcontractors name self populate when you enter the cost code?

Reducing clicks and eliminating the possibility of the entering the wrong subcontractor.
Guest over 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 over 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 over 4 years 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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