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Budget & Cost Management

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Show Cost Forecast as Linked Records in Budget Summary

It would be very helpful to show if a budget code is linked to a cost forecast in the summary > linked records.
Mercedes Green 3 months ago in PS Web App & Platform / Budget & Cost Management 0

Estimation MEP

Currently Estimation MEP does not allow you to upload your estimate on PCOs please allow ProjectSight PCOs to sync with Estimation MEP
Henrick Malpica 7 months 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

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

Quickbooks Integration

It would be useful to have an integration with ProjectSight's Budget & Cost Management and QuickBooks
Henrick Malpica 11 months 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

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 about 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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 over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

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

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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