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Budget & Cost Management

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

Message and Response from Subcontractors (RFQ from PCO)

ProjectSight needs a front-end to PCOs to allow us to collaborate with subcontractors about potential changes that may impact their costs or timing. A common use case is Construction Bulletins. We need to send a message to any subs that may be imp...
Eric Elfner 9 months ago in PS Web App & Platform / Budget & Cost Management 1

Need Commitments Separated by Source ie Purchase Order, Subcontract

We need to show our commitments on all reports by their source ie one column has Purchase Order commitments and 1 has Subcontract commitments. Because they are lumped together, we're having issues trying to figure out issues.
Mercedes Green 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Prime Contract Change Order - Void Amount when status is set to Rejected

Currently the status of a Prime Contract Change Order has no connection to the amount of the PCCO. So if the status is marked as Rejected but the PCOs are not removed, the CO amount will still affect the Revised Contract Total. It would be great i...
Hunter Dickerson 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Upload files to COR

Be able to add COR's from subcontractors so when the report is printed, all paperwork is attached.
Guest 10 months 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 10 months ago in PS Web App & Platform / Budget & Cost Management 1

Allow Export/Import in Contract Invoice

Export/Import is currently not available for Contract Invoices. This function would be helpful for 2 reasons: There are several custom fields used in CI that need to be updated on a regular basis for multiple records. Right now, you have to go int...
Katy Rodina 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Financial Summary to Contract Record

Right now, you have to go to 3 different places to see full SOV including CO for a contract and see how much has been paid against the contract and each line. Can we add a tab in the contract record that shows a full financial summary including a ...
Katy Rodina 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Programable Custom Fields / Ability to use Formulas in Custom Fields

Allow the custom fields to be created and use formulas and other fields existing in the records to calculate what populates in the custom field. For example, if we add a custom field in the line level detail of the CI for amount in foreign currenc...
Katy Rodina 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Allow record number to be changed by Admin if record is not in complete status

If a record (GI, CI, Contract, PO) is not in a completed state, allow the system admin(s) to edit the record number. If the user has a typo in this field, the admin is required to delete the record and start over. If the record has just been creat...
Katy Rodina 11 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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