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Budget & Cost Management

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Customized Mark-up

Would it be possible to have customized mark-up per job? In construction the mark-up from job to job changes and isn't always a set %. If we could customize per job then it would save time manually calculating this out.
Mike Collins 7 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 over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Bold Subtotal Amounts in Budget Screen When Using Group By

When we Group By other parts of our Budget Code, the subtotals are not bold so visually makes it hard to distinguish. Please Bold the word Total and all the subtotal amounts.
Mercedes Green 7 months ago in PS Web App & Platform / Budget & Cost Management 0

Forecast Month needs to be editable to match accounting rules and month-end closures or being behind and needing to back-date

When creating cost forecasts we may be behind due to many different reasons. If we need to enter an April forecast and it's already well into May, we may need to back-date the forecast month (or start on a new one early).
Mercedes Green almost 2 years ago in PS Web App & Platform / Budget & Cost Management 1

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 almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

We need Revenues from Contract Items (Revenue Codes) to show on Budget Screen

Currently we enter our revenues as Contract Items on a Prime Contract to the client which are linked to a Revenue Code which then links it to a Budget Code. Since we use Vista these are all brought in from Vista and we bill to the client in Vista....
Mercedes Green almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

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 about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Show employee name from Vista Time Cards under Budget

We have to look up employee names by the employee number from the time card posted in the budget. Would be nice to see the employee name instead of going to vista to look it up.
Kenneth Eastman 4 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Budget Fields as Dashboard widget options

For stakeholders needing to see financial status of projects, a dashboard view of i.e. budget vs. projected budget will allow quick visibility into the health of their projects. Ideally, the dashboard would be adjustable so each budget column is a...
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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

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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