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Budget & Cost Management

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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 2 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 26 days ago in PS Web App & Platform / Budget & Cost Management 5 Likely to implement

Invoice Re-sequencing

When adding historical information to ProjectSight, specifically invoices, correcting an earlier invoice in a series of 50 requires deleting all subsequent invoices. This process is time-consuming. In Prolog, we had an invoice re-sequencing tool t...
DeAnn Westbrook 5 days 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 26 days ago in PS Web App & Platform / Budget & Cost Management 0

Link Spec Sections from Subcontracts to Subcontract Change Orders

If we are adding Spec Sections to our Contracts (Subcontracts) to track our costs, when creating SubCOs, there is no Spec Section so we can only get Original vs Current by Spec. We need to see changes by Spec.
Mercedes Green 9 days 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 4 months ago in PS Web App & Platform / Budget & Cost Management 0

Include the newly added fields in the PCO "Revenue impacts" (Revenue, Markup %, Markup Amount, Revenue Amount, and Contract Item) in the PCO import/export.

Include the newly added fields in the PCO "Revenue impacts" (Revenue, Markup %, Markup Amount, Revenue Amount, and Contract Item) in the PCO import/export.
Kiet Lam 19 days ago in PS Web App & Platform / Budget & Cost Management 1

Further Detailed Application for Payment

Can we add options to have a Base Contract Value / Change Order / Billed Base Contract / Billed Change Order / Holdback per contract line on the application for payments in order to see if it is a base contract billing or change being billed at th...
Carrie Gilbert about 1 month ago in PS Web App & Platform / Budget & Cost Management 0

Add prefix or suffix to the PO number

We would like to see a prefix or suffix as a setting to the PO number. We are trying to include the project number into the PO scheme. We think this will help track invoice better when the project name or number is not included
Megan Craven about 1 month ago in PS Web App & Platform / Budget & Cost Management 1

Contract dollar amount on Budget screen

Would like to see the contract total populated to the Budget screen. This would more accurately indicate where the project is, in relation to the budget estimate, budget actuals, and contract amounts.
Josh Bruce about 1 month 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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