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Budget & Cost Management

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Warn users before unlocking "Budget Group Lookups" at the project level

I recently unlocked "Budget Group Lookups" at the "project" level by accident. I immediately tried to re-lock so that the project will inherit from the portfolio settings, but I get an error message saying "The Budget Group cannot be locked becaus...
Guest 2 months ago in PS Web App & Platform / Budget & Cost Management 0

SCO Numbering By Contract

SCO's should be numbered automatically by contract and not cumulatively. Makes no sense that the first SCO for a sub would be SCO 004 and not SCO 001 for that sub. I understand that you can turn off auto numbering, but this should be the default f...
Luke Hagler almost 4 years ago in PS Web App & Platform / Budget & Cost Management 1

Show breakout of PCOs under Change Order

In Change Orders that encompass more than one PCO, it would be useful to have a report or view that shows a breakdown of all the PCO's - it shows the line item but doesn't allow to show the multiple breakout underneath (easily showing the differen...
Guest almost 6 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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 almost 5 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 over 2 years ago in PS Web App & Platform / Budget & Cost Management 3

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

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Guest 5 months ago in PS Web App & Platform / Budget & Cost Management 0

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 8 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

Refresh Purchase Order Values in General Invoices

Currently when working in a general invoice that is linked to a Purchase order you can pull over the items from that PO into the invoice via the add button, however once they are in there the values do not change when there is an update to the pur...
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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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