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Budget & Cost Management

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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

Add a "-" (dash) as a delimiter option for Budget Codes.

Specifically for existing Vista users that use dashes in their Phase Codes, with or without integration to PS.
Tim McNally 4 months 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

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

Cost Forecast is really just doing backward revenue forecasting. Not useful.

Cost Forecasting is a very standard thing in the industry, but I have never heard of a backward revenue forecast. A “Forecast” by definition is “predict or estimate a future event or trend.” Must companies forecast revenue they expect to receive i...
William Atchison almost 2 years 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

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 almost 6 years ago in PS Web App & Platform / Budget & Cost Management / Import/Export 0 Future consideration

Change Order Markups

1.) Change Order Markups should be selectable whether to compound or not. 2.) Multiple markups created should be able to be designated to be applied to different cost types. ie: markup for cost type Material and/or Labour markup for cost type Subc...
Don Glaicar 8 months ago in PS Web App & Platform / Budget & Cost Management 0

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