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Budget & Cost Management

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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

Ability to Import/Export SOVs for pay apps & contracts as well as other cost records.

Ability to Import/Export SOVs for pay apps & contracts as well as other cost records.
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management / Import/Export 0 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 7 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Detail to PCCO History

In the PCCO History, if a PCO is added or deleted from the record, it simply states that a PCO was added / deleted, but does not specify which PCO. We need to see specifically which PCO was added / deleted.
Guest 11 months ago in PS Web App & Platform / Budget & Cost Management 1

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

Option to Automatically link all PCO & PCO item links & records to COR

Enhancement description: Automated links from PCO to COR records for COR Backup What are we trying to accomplish? Easier & faster linking of all the COR backup. How is the lack of functionality affecting the business? Currently, it's a lot mor...
Brendan Radich over 3 years ago in PS Web App & Platform / Budget & Cost Management 1

Show Current Period Field in Budget Screen

Since the actuals in this screen (This Period, To This Period) are dependent on the period you have chosen as Current, and may not be the current month, we need to this this field at the top so we're not looking at old data. This is imperative for...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

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 over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Open Budget Detail Information in a full browser page

Currently when clicking to view transactions on a budget code a pop-up window with no option to resize is used to display the data. The user needs to use a horizontal slider to review all data columns. This is very inefficient. Please display the ...
Michael Handlmaier over 3 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 over 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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