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Budget & Cost Management

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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

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

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

Allow formatting of text in the contract scope and general notes section of the contract.

This is useful for bolding headers, making bullet points and emphasizing certain contract terms. It should also allow for insertion of symbols and tables.
Guest 3 months ago in PS Web App & Platform / Budget & Cost Management 0

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 6 months 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

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

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

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

Updated Bond Amounts when an Increase of Surety is issued.

Currently there is a spot within "additional information" tab in the "Contracts" module to state what the original bond amount is. However, there is no place to input current bond amount when an increase of surety is issued. The only place to inpu...
Guest almost 2 years 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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