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Budget & Cost Management

Showing 296 of 2322

In General Invoices, changes to the Subtotal should change the Quantity and leave the Unit Price the same.

Currently, in General Invoices, if a user changes the Subtotal on an Item, it updates the Unit Price. This request is to have a change to the Subtotal change the Quantity and leave the Unit Price the same. Perhaps this could be a setting that...
Michael Worthington about 2 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 about 2 years 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 about 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Add labor hour quantities to budget

When pulling reports from Viewpoint JC module you are able to see cost dollars and actual labor hours. Add labor hour quantities to the budget portion of PS.
Benjamin Carlson about 2 years ago in PS Web App & Platform / Budget & Cost Management 2

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 about 4 years ago in PS Web App & Platform / Budget & Cost Management 3 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 almost 2 years 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 almost 4 years ago in PS Web App & Platform / Budget & Cost Management 1

Budget Transfers should integrate back into Vista

When doing a budget transfer in ProjectSight it does not transfer back to Vista so someone viewing in Vista is not getting the same information as someone looking in ProjectSight. It shouldn't matter which Trimble system you are looking in the bud...
Shelly Klarner over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Item Numbers - Subcontracts to Contract Invoices

I am not sure why Item Numbers that are provided in the SOV of subcontracts are not carried over to Contract Invoices that are generated off of said subcontract. This same issue is also present in Prime Contract and Pay Applications.
Guest 4 months ago in PS Web App & Platform / Budget & Cost Management 0

Customized Mark-up

Would it be possible to have customized mark-up per job? In construction the mark-up from job to job changes and isn't always a set %. If we could customize per job then it would save time manually calculating this out.
Mike Collins 9 months ago in PS Web App & Platform / Budget & Cost Management 0