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Budget & Cost Management

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Prime Contract Change Order Changes To Date Need to Include any PCCO that's approved not just Prior

When managing a lot of changes to a Prime Contract, they are not always in a set order nor approved in that set order. If we have 4 PCCOs that are awaiting signature and PCCO 3 gets approved but 1, 2 and 4 are not, when printing PCCO 1 and 2 they ...
Mercedes Green 6 months ago in PS Web App & Platform / Budget & Cost Management 0

The final substantial completion date does not add up with the original substantial and additional change order days

Hi, when the change orders add a number of days to the project, it means working days not calendar days but (as you can see in the attached pictures from one of our projects) in the Prime Contract detail, Project Sight does not exclude the weekend...
Pooya Akram 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Module Security Should Flow To Widgets - If amount fields are hidden they should not show on widget to user

We hide financial data on PCOs to our trades as we use the PCOs for sending RFQs. We hide the Estimated, Proposed, Approved amounts so that they are sending quotes without seeing our estimates. If that Trade adds the widget for PCOs, they see the ...
Mercedes Green 6 months ago in PS Web App & Platform / Budget & Cost Management 0

When copying a PCO record, bring in default allocations and unlock

If copying an approved / locked record, we want to start with default (approximate) allocations, etc.
Guest 7 months ago in PS Web App & Platform / Budget & Cost Management 0

Make Additional Items Text Fields Bigger

Our team utilizes the addition field's job site requirements as the source for our scope on crystal reports. Currently, that box is no bigger than 1.5" x 2.5", and it is nearly impossible to read the scope in the box. It makes it very difficult to...
Guest 7 months ago in PS Web App & Platform / Budget & Cost Management 0

Quickbooks Integration

It would be useful to have an integration with ProjectSight's Budget & Cost Management and QuickBooks
Henrick Malpica 7 months ago in PS Web App & Platform / Budget & Cost Management 0

Budget Transfers should integrate back into Vista

When doing a budget transfer in ProjectSight it does not transfer back to Vista so someone viewing in Vista is not getting the same information as someone looking in ProjectSight. It shouldn't matter which Trimble system you are looking in the bud...
Shelly Klarner 7 months ago in PS Web App & Platform / Budget & Cost Management 0

Remove the category suffix from individual budget codes so that all cost categories can be tracked under a single code

We would like to see the category suffix removed from individual cost codes and for all cost categories to be represented and/or tracked within each single cost code. For example, we would like the ability to budget and track costs for an item suc...
Ryan Pankratz 8 months ago in PS Web App & Platform / Budget & Cost Management 0

There needs to be a PO and Subcontract Cost Release Procedure

Before moving to ProjectSight, if a PO was estimated to be $100,000 but due to timing, schedules, etc we only get invoiced $75,000, we need a way to release the remaining $25,000 as it will never be invoiced. The same could hold true for a Subcont...
Mercedes Green 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Print Purchase order with signature template

Currently, when you print a Purchase Order, you do not have a template with signature (Similar to the Subcontractor Change Order). It does not make sense in sending out a Purchase order without a signature, as it would not show who authorized it. ...
Jay Pillai 8 months 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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