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Budget & Cost Management

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Export Budget Screen to Excel

In the budget screen you can pick and choose fields that you want to display. It would be nice to have the ability to directly download all the chosen fields into excel.
Roe Guerra over 2 years ago in PS Web App & Platform / Budget & Cost Management 1

Retainage Tracking at Budget Level

Clients are asking for the ability to see the retainage withheld at a budget level and not just at the Contract Invoice level. Having this capability would be very beneficial for a complete financial view of the project.
Ricci Stevens over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

In PCCO Filter Add PCO and COR list by Status

When creating a PCCO it would be helpful if the list of available PCOs and CORs was able to be sorted by each record's "Status" Currently can only see columns for Number, Description, Category and Reference. Being able to filter by Status would be...
Guest about 3 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

The ability to lock the budget side of a PCO and not the cost side.

Currently the budget and cost side of the PCOs are in sync. This is problematic when a PCCO is signed and the status fields are changed to executed. Many time the subcontract change orders are not written immediately and not necessarily for the sa...
Paige Sattler over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Ability to Filter out Closed PCOs in Change Order Request

Some PCOs are handled internally using money form contingency or other means and the record is closed without ever having progressing to a COR or PCCO. However these PCOs can be seen and possible linked accidentally to a COR because even though th...
Guest about 4 years ago in PS Web App & Platform / Budget & Cost Management 0

User should be able to print the screen view of a Budget Summary Report when Grouped by Phase

There is an option to Group by Phase. It seems if you are asking that the report format be grouped by phase, you should be able to print out a copy that looks like your Screen View.
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0

Edit Budget Code on POs & Invoices

Currently, the Budget Code is locked down once a General Invoice is created from a Purchase Order. However, we need the ability to edit the Budget Code. The Superintendent or purchasing agent will create the PO and enter the budget code. Once the ...
Byron Grimm almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Programable Custom Fields / Ability to use Formulas in Custom Fields

Allow the custom fields to be created and use formulas and other fields existing in the records to calculate what populates in the custom field. For example, if we add a custom field in the line level detail of the CI for amount in foreign currenc...
Katy Rodina 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Alias ID - Visibility

With TC1 integration, companies push from the ERP system to ProjectSight populating the Alias ID with the Vendor number. However, there is no way to filter/view if a company has been synced with ERP or generated within ProjectSight. Can this field...
Ricci Stevens 12 months ago in PS Web App & Platform / Budget & Cost Management 1

Exported Budget Screen should include Forecast Cost and Over/Under formulas

Since the Forecast To Complete, dates and allocation types are editable when exporting the budget, I assume it's used so we can enter our forecasts. When we start entering the forecast to complete costs, it should mimic in the spreadsheet as it do...
Mercedes Green 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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