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Budget & Cost Management

Showing 296 of 2320

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

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 3 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 9 months ago in PS Web App & Platform / Budget & Cost Management 0

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

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No description provided
Guest 6 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 over 4 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

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 almost 5 years ago in PS Web App & Platform / Budget & Cost Management 1 Future consideration

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

Allocation Status Update

In Prolog you used to be able to update in a PCO the entire column of allocation for budget and costs (example when you went from approximate to pending once submitted to the client). Now in Project Sight we have to click each one individually and...
Guest about 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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