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Budget & Cost Management

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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

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

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

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

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

Bid Proposal Tracking

Add invitation to bid feature, break it out by division/type of construction. The need to request for proposals exclusively separate from estimation similar to what was available in prolog. This tool for contractors is effective to monitor proposa...
Nick Weilemann over 1 year ago in PS Web App & Platform / Budget & Cost Management 1

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

Include a Partial Payment Field in the Application for Payment Module

It would be highly beneficial to include a dedicated "Partial Payment" field within the Application for Payment module in ProjectSight. This feature would allow users to accurately track and record partial payments made against a contract, improvi...
Peter Baez 5 months ago in PS Web App & Platform / Budget & Cost Management 1

Create a COR from a PCO

In order to link a PCO to COR you have to leave the PCO module and go to the COR module. It would be nice to be in the PCO and be able to directly create a COR instead having to flip through the modules
Guest over 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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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