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Budget & Cost Management

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Purchase Order Approval Workflow with Approval Limits

We currently use a web addon to Vista called Financial Controls that uses the PO Workflows setup in Vista. Each project will have a set user with a limit to what they can approve. If the PO is over that limit, it must also be approved by a higher ...
Mercedes Green almost 2 years 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

Alias ID - Visibility

With TC1 integration, companies push from the ERP system to ProjectSight populating the Alias ID with the Vendor number. However, there is no way to filter/view if a company has been synced with ERP or generated within ProjectSight. Can this field...
Ricci Stevens over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

Edit PCO Verbiage from the SCO Interface

Currently you can't edit PCO description verbiage from the Subcontract Change Order interface. You have to manually open a separate interface, go into the PCO's, select the number you're looking for and edit there. Prolog used to have a feature wh...
Guest almost 2 years ago in PS Web App & Platform / Budget & Cost Management 0

When a PCCO is pending, the total Budget Applied Amount should not be added in the current contract value in the Application for Payment.

It should only be added once the PCCO is executed.
Trimble ProX Team almost 3 years ago in PS Web App & Platform / Budget & Cost Management 0

ProjectSight Cost Control Reports - Add Contact Information

Contracts and SCOs do not pull in subcontractor addresses & phone numbers, or GC, owner & architect business names into the reports. This makes sending out these items unnecessarily time-consuming. It means that instead of hitting print an...
Rochelle Wintz over 5 years ago in PS Web App & Platform / Budget & Cost Management / Reports 0 Future consideration

Add Sum Line to the bottom of CI/GI/Contract Amount/Contract Clarifications /PCO

Add a sum line to the bottom of each form view that has anything to do with dollar value or quantities so it totals. Modules like the CI where you are entering information in one column but want to see the total of the other calculated columns as ...
Katy Rodina about 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Ability to save the sort order on Potential Change Order Items and Contract Invoice Detailed Items.

Ability to save the sort order on Potential Change Order Items and Contract Invoice Detailed Items. The items are currently displayed in the order they were added. It allows you to manually sort the item numbers but will not let you save it. There...
Trimble ProX Team almost 3 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 5 months ago in PS Web App & Platform / Budget & Cost Management 0

PCO Status

PCO Status is limited to Open, Pending, Approved or Rejected. Open indicates that some action is required Pending indicates someone needs to make a decision. Approved/Rejected both indicate a decision has been made. As it is not uncommon for an is...
Wil Marto 10 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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