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Budget & Cost Management

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Add tab to Budget for History Tracking

Add tab for History to the budget module to allow user to see changes made to the budget specific columns overall without having to click into each code.
Katy Rodina 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Add More Detail Columns to Budget Transaction Detail

Currently the budget code transaction detail only shows you the commitment number. Add column for the Company, transaction date, transaction total would be helpful.
Katy Rodina 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Paid Date Filter to the Right hand side filter panel in General Invoices

In Contract Invoices you are able to filter the list view by paid date. This is not an available option in General Invoices. Please add so we can consistently run reports in both modules.
Katy Rodina 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Sum Line to the bottom of CI/GI/Contract Amount/Contract Clarifications /PCO

Add a sum line to the bottom of each form view that has anything to do with dollar value or quantities so it totals. Modules like the CI where you are entering information in one column but want to see the total of the other calculated columns as ...
Katy Rodina 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Add the "Save & Add New" Button as an option when you use the Copy function for a budget code

In the budget, when you are adding a new budget code you have the button at the top to add where you need to enter all of the back end detail. or you can use the copy function which will generate the box for you to be able to make whatever modific...
Katy Rodina 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Add column for Current Retention in the Contract Invoice

Contract Invoices currently only show total retention for all invoices. It would be helpful to have a column showing just the retention value for the current invoice to be able to pull/report on.
Katy Rodina 8 months ago in PS Web App & Platform / Budget & Cost Management 0

There should be a Purchase Order Change Orders Module just like there is a Subcontract Change Orders.

It doesn't make sense if there is a Purchase Order module why you can't do PO Change orders and have to do them as contracts instead or create a new PO for the change. We do several PO's per project and often times have to make adjustments for the...
Shelly Klarner 9 months ago in PS Web App & Platform / Budget & Cost Management 0

Financial Information Viewable by Company

For a company that is allowing CMs to operate as GCs on their jobs they would like them to have the ability to process invoices and access to company specific BCM information currently permissions are set edit/view all. Being able to apply a filte...
Nick Weilemann 9 months ago in PS Web App & Platform / Budget & Cost Management 0

We would like the system to function so that the contract value increases the full amount of the PCCO and the budget increases only the true cost of the work.

We would like the system to function so that the contract value increases the full amount of the PCCO and the budget increases only the true cost of the work. Right now, when we enter the budget and cost lines - there is no place to enter the actu...
Trimble ProX Team 9 months ago in PS Web App & Platform / Budget & Cost Management 0

Budget Description Field Requirement

Ability to turn off requirement for description on a Budget Item
Hunter Dickerson 9 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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