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Showing 2133

Quickbooks Integration

It would be useful to have an integration with ProjectSight's Budget & Cost Management and QuickBooks
Henrick Malpica 11 months ago in PS Web App & Platform / Budget & Cost Management 0

Add Budget Fields as Dashboard widget options

For stakeholders needing to see financial status of projects, a dashboard view of i.e. budget vs. projected budget will allow quick visibility into the health of their projects. Ideally, the dashboard would be adjustable so each budget column is a...
Guest about 5 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

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

Main portfolio screen should display notifications and/or widgets showing activity through out all my projects

The main screen which shows all your projects should include widget/notifications to see activity. Should not have to go into each project to see what's outstanding, approved etc. It is extremely inefficient and leaves a lot of room for error
Guest about 3 years ago in PS Web App & Platform / Notifications 0

Pop-up notification feature that will appear on the day an action item is due.

Pop-up notification feature that will appear on the day an action item is due or a banner at the top of the page which would be less intrusive. This is a screen notification when an action item is due. This will make it easier to identify the due ...
Guest over 5 years ago in PS Web App & Platform / Notifications 0 Future consideration

Ability to add just text to previous record attachment in the comments section.

This is an efficiency request for adding some description text to an already created attachment. The users want to be able to review the text rather than having to open every attachment to know what it is about. The attachments were just added pre...
William Atchison over 1 year ago in PS Web App & Platform / File Library 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 over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

For SCO and PCCO detail reports add a signature line for sign off.

For SCO and PCCO detail reports add a signature line for sign off. Clients need the signature for sub and owner change orders. The signature provides the proof of aknowledgement needed for accountability to manage the project.
William Atchison about 4 years ago in PS Web App & Platform / Reports 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 over 3 years ago in PS Web App & Platform / Budget & Cost Management 1

Open Budget Detail Information in a full browser page

Currently when clicking to view transactions on a budget code a pop-up window with no option to resize is used to display the data. The user needs to use a horizontal slider to review all data columns. This is very inefficient. Please display the ...
Michael Handlmaier over 3 years 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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