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Budget & Cost Management

Showing 296 of 2314

Add Ability to Duplicate Purchase Order Line Item or Bulk Edit PO Line Items

For efficiency when creating purchase orders, please add a feature to duplicate a line item. Seeing as some purchase orders could have multiple items with the same UOM & Budget Code. Additionally a bulk edit feature for fields like UOM and Pha...
Jonathan Abraham 8 days ago in PS Web App & Platform / Budget & Cost Management 0

Budget Applied on PCOs need to follow Allocation Types

If you change the Allocation Type on a PCO Item to No Alloc or Canceled, it does not update your budget, so why is it being included in the PCO's total Budget Applied? Business Case: We enter an Estimated amount, then get a quote from our trade, e...
Mercedes Green 3 days ago in PS Web App & Platform / Budget & Cost Management 0

Add Forecast To Complete Line Items To Budget Import and Export

With the addition of creating Forecast to Complete Line Items field, it would be helpful to have another tab in the Budget Export to be able to import these details per Budget Item.
Mercedes Green 8 days ago in PS Web App & Platform / Budget & Cost Management 0

Add Notes field to Forecast To Complete Line Items Breakdown

It would be helpful to have a notes field in the Forecast To Complete Line Items section so we can input details about each breakdown.
Mercedes Green 16 days ago in PS Web App & Platform / Budget & Cost Management 0

PCO Item Form Regressions

With the changes to the PCO form in version 2025.1, there have been multiple major impacts to efficiency, along with functionality and design inconsistancies. I'm kind of shocked this was pushed out. It feels like either this release was rushed fo...
Brendan Radich 2 months ago in PS Web App & Platform / Budget & Cost Management 5 Likely to implement

Filter on Purchase Orders

I have over 1000+ purchase orders for my project. When you filter the columns for descending order, it mixes in the 3-digit numbers with my 4-digit numbers. SO ANNOYING. This is the same issue with PCO's. For example: 1147 1148 1149 115 1150 116 1...
Yvonne Yan 16 days ago in PS Web App & Platform / Budget & Cost Management 0

Make the budget part of the project template

We have a fairly standard/repeatable budget structure that we'd like initialized whenever creating a project from template. Currently the budget has to be manually entered or imported/exported through excel.
Allen Sharar 29 days ago in PS Web App & Platform / Budget & Cost Management 0

Update purchase-order "invoiced amount" with ERP invoice data.

Currently the "invoiced amount" on purchase orders only shows information if invoices are written through ProjectSight. With the Vista/Spectrum integration it would be nice to see this information update with the invoiced amounts from the ERP system.
Allen Sharar about 1 month ago in PS Web App & Platform / Budget & Cost Management 0

PCO Description Field

With the changes to the PCO form in version 2025.1, the description field has been minimized which makes it difficult to see and type a full sentence or more than one sentence. It would be better for the description field to be restored to the pri...
Jeff Miller 2 months ago in PS Web App & Platform / Budget & Cost Management 0

Create PCO Revisions

Just like with Submittals, you can create revisions based on changes that need to be revised from the original etc. We can currently do this manually with the following steps: Unlock PCO settings to remove auto-numbering. Open PCO you want to revi...
Mercedes Green 5 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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