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Budget & Cost Management

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Change Management Attachments

It would be nice to be able to select the attachment links to carry over from the PCO to the COR and the COR to the CO. Or automatically include all since we can remove anything we do not want to forward.
Nancy Burriss 4 months ago in PS Web App & Platform / Budget & Cost Management 0

Allow multiple PCO Default Markups per level

Often times we have contracts where there are default markups that are split into separate line items, however they are on the same "Level" as defined in the software. We may have multiple types of insurance that need to be accounted for at differ...
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 4 Planned

Need Tendering/Bidding Module to track bids that can then create contracts after awarded

ProCore has a Tenders module that allows us to send out Tenders, link drawings and specs, create schedules and tender forms, award then create Subcontracts to the awarded Trade. We either have to use a third party application, combo of Excel/Outlo...
Mercedes Green almost 2 years ago in PS Web App & Platform / Budget & Cost Management 2

Add a PCO filter that filters all PCOs coded to a certain budget code.

There is currently no way to filter PCOs by budget code. A filter would be nice to see all PCOs that are coded to a particular budget code. If a user wanted to run a report for all PCOs being attributed to "Trade Partner X" they could filter the P...
Guest over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

COR & PCCO Visibility on the PCO

We need the ability to see linked CORs and PCCOs from the PCO record. Each PCO record can only be linked to a single COR or PCCO but there is no way to view this without leaving the Potential Change Order. There needs a way to view all relevant in...
Ricci Stevens over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

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 12 months ago in PS Web App & Platform / Budget & Cost Management 0

Customized Mark-up

Would it be possible to have customized mark-up per job? In construction the mark-up from job to job changes and isn't always a set %. If we could customize per job then it would save time manually calculating this out.
Mike Collins 5 months ago in PS Web App & Platform / Budget & Cost Management 0

Bulk PCO Pricing Requests

Enhancement description: Quickly request pricing from multiple subcontractors and have their responses track back to individual PCO line items. What are we trying to accomplish? * Speed up the process of initiating a pricing request for multiple s...
Brendan Radich over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Bold Subtotal Amounts in Budget Screen When Using Group By

When we Group By other parts of our Budget Code, the subtotals are not bold so visually makes it hard to distinguish. Please Bold the word Total and all the subtotal amounts.
Mercedes Green 5 months ago in PS Web App & Platform / Budget & Cost Management 0

Show Subcontract CO or PCO as linked record

Currently when I create a new Subcontract Change Order using the Links > + > Record then create a new SubCO, the PCO that gets linked does not show as linked. We have to look at the grids. In Vista, if we link a SubCO to PCO Item 1, then ano...
Mercedes Green over 1 year 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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