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Budget & Cost Management

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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

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

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

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

Quickbooks Integration

It would be useful to have an integration with ProjectSight's Budget & Cost Management and QuickBooks
Henrick Malpica about 1 year 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

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 9 months ago in PS Web App & Platform / Budget & Cost Management 0

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

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

Change Management - Contact Information Default

It would be nice to have the contact information in the change management default from the prime contract rather than have to enter it every time.
Nancy Burriss 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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