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Budget & Cost Management

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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 over 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Change status for multiple cost issues in change orders & potential change orders

There should be an option when to be able to select multiple cost issues with PCO's & COR's to change their status' at the same time. If I have 5 cost issues I need to mark as approved, I should be able to select those five and change them all...
Ashleigh Arruda over 2 years 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 over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add an option for Subcontract Change Order numbering to be per contract than by the entire project.

The numbering of SCOs is incrementing upward for each project. Client would prefer to have an option to increment SCOs per contract.
William Atchison about 4 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 about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

PCO Additional Fields

Add COR and PCCO visibility at the PCO level. You can currently see linked Subcontract information but it you are looking to see what PCOs have been pushed forward into a COR or PCCO you have to run a custom report or go to another module. Being a...
Ricci Stevens over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

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

Contract Schedule of Values should have copy feature for line items

Manually building a schedule of values is tedious. A copy feature or a batch edit feature would allow us to assign the same budget code to all line items.
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Likely to implement

In General Invoices, changes to the Subtotal should change the Quantity and leave the Unit Price the same.

Currently, in General Invoices, if a user changes the Subtotal on an Item, it updates the Unit Price. This request is to have a change to the Subtotal change the Quantity and leave the Unit Price the same. Perhaps this could be a setting that...
Michael Worthington 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

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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