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Budget & Cost Management

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Allow changes to budget code on commitments after they have been invoiced against and push down to invoices

Currently, after an invoice has been created against a Contract or Purchase order, the budget codes are not able to be changed. Sometimes lines are misclassified/wrong budget code selected and the only way to put it in the correct budget code is t...
Katy Rodina 8 months ago in PS Web App & Platform / Budget & Cost Management 0

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

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

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 almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Potential Change Order Hidden Budget

Can we get a customized form option for PCOs? We need to enter the cost to the owner and also actual costs so would be good to add all that information on the change, but when sending or printing this the budget side of things should be hidden.
Mike Collins 3 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 about 1 year 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

Budget Transfers should integrate back into Vista

When doing a budget transfer in ProjectSight it does not transfer back to Vista so someone viewing in Vista is not getting the same information as someone looking in ProjectSight. It shouldn't matter which Trimble system you are looking in the bud...
Shelly Klarner 11 months 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

Please remove big red banner warning user about their workflow limitations

When we restrict roles to workflow states, MOST especially owners, making it so obvious to them that their access is restricted to commenting with a big red banner stating "Your access to this record is limited to commenting only due to workflow p...
Mercedes Green 5 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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