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Budget & Cost Management

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Add Notes Memo to Budget Screen

I know we can add a custom field to the Budget screen, however, that field is not saved to a snapshot, nor does it flow to the Cost Forecasts. We want to be able to enter notes on each budget item that we are forecasting so each snapshot has that ...
Mercedes Green about 14 hours 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 about 14 hours ago in PS Web App & Platform / Budget & Cost Management 0

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 about 16 hours ago in PS Web App & Platform / Budget & Cost Management 0

We need a Budget Update Shutdown Period While Forecasting

We can have every policy in place to tell our Employees NOT to enter new financial data into ProjectSight while we are forecasting, but this almost never happens. We also can't shut off Employee's logins as they still will need to be able to acces...
Mercedes Green 1 day 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 14 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 about 2 months ago in PS Web App & Platform / Budget & Cost Management 5 Likely to implement

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 27 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 about 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

Subcontract Change Orders should number automatically per each SUBCONTRACT, not linearly per ALL Subcontracts

Currently, when adding a Sub CO the auto numbering treats all Sub COs for the project in order. For example, the 5th Sub CO on a project gets the number (5), but it might be the 1st CO for that particular sub (so it should be CO1 for that Sub). Ev...
Shane Abernathy 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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