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Budget & Cost Management

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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 about 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Recalculate PCO Markups

Enhancement description: Give users a button to quickly recalculate PCO Markups What are we trying to accomplish? Quickly recalculate PCO Default Markups after a PCO item budget changes. How is the lack of functionality affecting the business? Cur...
Brendan Radich about 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Change Order Markups

1.) Change Order Markups should be selectable whether to compound or not. 2.) Multiple markups created should be able to be designated to be applied to different cost types. ie: markup for cost type Material and/or Labour markup for cost type Subc...
Don Glaicar 5 months ago in PS Web App & Platform / Budget & Cost Management 0

Tag Multiple Companies to a PCO

Capability to tag multiple companies to a PCO will be helpful when we run reports by Subcontractors we can keep track of PCO's impacting multiple trades without assigning it to anyone.
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Requesting the ability in a PCO to make the Approved Date required when the PCO is changed to status Approved.

Client is looking for additional required fields when a status has changed for a record. This seems like a very user friendly enhancement.
William Atchison over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Need Revenue Forecasting

As per my other idea to add revenue columns from Prime Contracts linked to Revenue Codes, we need to add a Rev Forecast to Complete then a Total Rev Forecast. Also, when you create the Cashflow Forecast per month, as it brings in the cost forecast...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add "Create SCO" button to Approved PCO Line Items

Enhancement description: Add a button to each PCO line item on a PCO to "Create SCO", once the PCO is approved. What are we trying to accomplish? Save time by quickly creating and sending a new SCO directly from the approved PCO. How is the lack o...
Brendan Radich over 4 years ago in PS Web App & Platform / Budget & Cost Management 1 Future consideration

The ability to modify the Contract Company after a contract has been created.

There are a few reasons that this should be urgently addressed: Our PMs are proactive and will have the scope and contract values already in our PMS prior to final negotiations with subcontractors. Having to wait is very detrimental to our best pr...
Cheryl Ranier over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Include a Partial Payment Field in the Application for Payment Module

It would be highly beneficial to include a dedicated "Partial Payment" field within the Application for Payment module in ProjectSight. This feature would allow users to accurately track and record partial payments made against a contract, improvi...
Peter Baez 3 months ago in PS Web App & Platform / Budget & Cost Management 1

Please Disable Create New Company from Committments Modules

We are integrated with Vista and even for those not, not all users should be able to create new Vendors (To Company or From Company on Contracts and Purchase Orders). Most users need to create new companies for everything else (new Employees, new ...
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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