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Budget & Cost Management

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Allow changes to budget code on commitments after they have been invoiced against and push down to invoices

Currently, after an invoice has been created against a Contract or Purchase order, the budget codes are not able to be changed. Sometimes lines are misclassified/wrong budget code selected and the only way to put it in the correct budget code is t...
Katy Rodina 11 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 about 5 years 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 2 Future consideration

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

Add User Preference to Disable Help Popups in Budget Screen

When you're moving your mouse around the budget screen you are inundated with popups (Phase Code, Description, Linked to Vista, column headers). They don't disappear until you click somewhere else. Can these be disabled in the user preferences?
Mercedes Green 4 months ago in PS Web App & Platform / Budget & Cost Management 0

Show Hours on PCO, COR, CO listings

As a self performing subcontractor, labor is very important to us. When we review the list of PCO's, COR's and CO's, the fields available to display do not include the hours. It would be great if that field was available for us.
Nancy Burriss 4 months ago in PS Web App & Platform / Budget & Cost Management 0

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

Add Detail to PCCO History

In the PCCO History, if a PCO is added or deleted from the record, it simply states that a PCO was added / deleted, but does not specify which PCO. We need to see specifically which PCO was added / deleted.
Guest about 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Please remove big red banner warning user about their workflow limitations

When we restrict roles to workflow states, MOST especially owners, making it so obvious to them that their access is restricted to commenting with a big red banner stating "Your access to this record is limited to commenting only due to workflow p...
Mercedes Green 9 months ago in PS Web App & Platform / Budget & Cost Management 0

PCO Item Default Markup, Default Company

It would be nice to have the option to create a default company for the default markups, so that you don't have to go in and select the GC company every time for the default markups so that they don't show up in the SCO selection for every sub.
Luke Hagler over 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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