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

Create Private and Public Budget Views

For certain tasks like forecasting, you want to see many columns, but for others like simple budget vs committed with over/unders, you only want to see a few columns. Having to remove the re-add columns each time is time consuming. We'd like to be...
Mercedes Green about 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 about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

The ability to modify the Contract Company after a contract has been created.

There are a few reasons that this should be urgently addressed: Our PMs are proactive and will have the scope and contract values already in our PMS prior to final negotiations with subcontractors. Having to wait is very detrimental to our best pr...
Cheryl Ranier about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Need ability to add custom fields to CashFlow Forecasts Line Items

Currently it is only possible to add custom fields to the header or overall CashFlow Forecast, but not to the line items where the budget codes and amount are listed. Most of the other forms have the line item detail. This could allow us to enter ...
Mercedes Green about 1 year 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 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Global Budget View

Currently each individual user can customize their own Budget View. Can we add a setting to standarize a budget view across a portfolio?
Henrick Malpica about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Could we add a notes field in the PCO item grid that carries over to the SCO and Contract Invoice?

Currently for Schedule of values from a contract you can add notes to the field in that grid, and they carry over to Contract Invoice. The notes field displays in the Contract Invoice item grid. That notes field also shows on the rows for SCO and ...
William Atchison over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

PCO Selection Screen on PCOs, SCOs, and PCCOs - No Status

When choosing from the list of PCOs to add to either an SCO or a COR it does not show the status of each Potential Change Order. This is crucial as someone could accidentally attach a pending PCO to a COR or SCO. I have attached a screenshot of th...
Henrick Malpica over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Need Staff Resource Module

This would work well with a new Project Schedule module so we can see Staff Allocations by role to each Project then see where the missing staff would be on say Pre-Con projects, by date etc. We currently use Bridgit Bench for this but we'd like t...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 1