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Budget & Cost Management

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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

Allow formatting of text in the contract scope and general notes section of the contract.

This is useful for bolding headers, making bullet points and emphasizing certain contract terms. It should also allow for insertion of symbols and tables.
Guest 4 months 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 over 1 year 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 8 months ago in PS Web App & Platform / Budget & Cost Management 0

Ability to enter Negative Costs/Deducts in Contract Invoices

Client keeps running into an issue where they can't enter negative amounts in their Contract Invoices (use case is if they have a deduct invoice/credit). One comment was "it seems like the system is treating it like an error in the billable amount...
Guest almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Quickbooks Integration

It would be useful to have an integration with ProjectSight's Budget & Cost Management and QuickBooks
Henrick Malpica 12 months ago in PS Web App & Platform / Budget & Cost Management 0

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

Add Filtering Pane to Budget Module

The majority of the modules within ProjectSight have a Filtering Pane on the Right hand side that allows a user to filter the data by status, or other parts of the data. For this example it would be used to filter certain parts of the budget code,...
Guest almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

ADD REVENUE COLUMN

you should add a revenue column to the budget, for the companies who want to track revenue vs cost per line item. I would also add a markup column to let you know what the value between revenue and projected costs are to understand your profit per...
Guest over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Potential Change Order Hidden Budget

Can we get a customized form option for PCOs? We need to enter the cost to the owner and also actual costs so would be good to add all that information on the change, but when sending or printing this the budget side of things should be hidden.
Mike Collins 4 months 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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