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Budget & Cost Management

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Change Status on PCO and COR as they progress through the process

We have to manually change the PCO status when we make COR. We have to manually change the COR status when we make a CO. When viewing the PCO's it would be nice to have a field that indicates the PCO has been made into a COR, then the same when th...
Nancy Burriss 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Show Subcontract CO or PCO as linked record

Currently when I create a new Subcontract Change Order using the Links > + > Record then create a new SubCO, the PCO that gets linked does not show as linked. We have to look at the grids. In Vista, if we link a SubCO to PCO Item 1, then ano...
Mercedes Green over 1 year 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

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 over 4 years 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 about 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Need Revenue Forecasting

As per my other idea to add revenue columns from Prime Contracts linked to Revenue Codes, we need to add a Rev Forecast to Complete then a Total Rev Forecast. Also, when you create the Cashflow Forecast per month, as it brings in the cost forecast...
Mercedes Green almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

The ability to modify the Contract Company after a contract has been created.

There are a few reasons that this should be urgently addressed: Our PMs are proactive and will have the scope and contract values already in our PMS prior to final negotiations with subcontractors. Having to wait is very detrimental to our best pr...
Cheryl Ranier almost 2 years 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 almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Likely to implement

Please Disable Create New Company from Committments Modules

We are integrated with Vista and even for those not, not all users should be able to create new Vendors (To Company or From Company on Contracts and Purchase Orders). Most users need to create new companies for everything else (new Employees, new ...
Mercedes Green 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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