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Budget & Cost Management

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Show Cost Forecast as Linked Records in Budget Summary

It would be very helpful to show if a budget code is linked to a cost forecast in the summary > linked records.
Mercedes Green 4 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

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

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

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

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

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

General Invoice item numbers do not re-sort correctly after adding more than 9.

I have submitted this as defect, but it was rejected, PS-46695. As a result I am submitting as an idea to provide a method for users to more easily reformat the item numbers with preceding zeros rather than having to do it manually.
William Atchison 9 months 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 over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Exported Budget Screen should include Forecast Cost and Over/Under formulas

Since the Forecast To Complete, dates and allocation types are editable when exporting the budget, I assume it's used so we can enter our forecasts. When we start entering the forecast to complete costs, it should mimic in the spreadsheet as it do...
Mercedes Green over 1 year 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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